Earlier this year, we began the strategic rollout of HLPartnership’s new bespoke CRM system which is a true game-changer. This was no off-the-shelf solution; it was designed entirely in-house, with our brokers deeply involved at every stage of its development. Our goal was clear: to build a platform that gives our advisers unparalleled control, is truly relevant to their needs, opens up advice opportunities, and significantly improves their daily operations.
We opted for a phased launch, supported by our dedicated Systems Help Desk and Training team. This approach ensures each firm receives tailored guidance, though its intuitive design means it requires significantly less intensive training than many other systems on the market, allowing you to get up and running faster.
At HLPartnership, our commitment to empowering our advisers with the best technology is steadfast. The introduction of this new bespoke CRM system marks a significant milestone in that journey. It’s designed to streamline your operations, enhance client relationships, and ultimately, help you grow your business.
But don’t just take our word for it. We’ve been gathering feedback from firms already experiencing the tangible benefits, and their insights are truly inspiring.
Time Saved, Opportunities Gained
One of the most immediate and impactful benefits advisers are reporting is the substantial time saved. This isn’t just about small tweaks; it’s about fundamentally transforming how daily tasks are managed.
Take Flynn & Co, for instance. Having joined HLPartnership from another network where they relied on a more traditional CRM, they put our new system to the test immediately after a single day of training. An adviser from the firm shared their impressive early experience: “I sat down on a Saturday morning expecting to spend ten hours submitting five cases, as I would have done before. But I finished everything, fully packaged and submitted, in just three hours.” Having only used the system for five days at that point, the adviser noted how smoothly the process ran: “It was logical and easy to follow. I didn’t need to stop and ask for help—it just worked.”
This sentiment is echoed by JH Mortgage Services. Their team has found the transition incredibly beneficial. “Switching to HLP’s new mortgage CRM has made a big difference to how we work at JH Mortgages,” they state. “The system is quick and easy to use, and it has made our processes much smoother. We can now manage leads, track cases, and handle compliance much more easily. Jobs that used to take hours now take minutes, which means we have more time to help clients and grow the business.”
Intuitive Design and Tailored Advice
Beyond speed, the CRM’s intuitive design is receiving widespread praise, allowing advisers to focus more on client needs and less on system navigation.
Adrian Newling-Goode, Managing Director of Hilltop Mortgage Solutions, brings over 25 years of experience with various CRM platforms. His verdict on HLP’s new system is unequivocal: “It’s refreshingly simple. Everything is where it should be—it’s obvious how to complete each task.” Adrian particularly highlighted the Suitability Letter tool for being both quick and compliant, a testament to the system’s dual focus on efficiency and regulatory adherence.
Daniel Bell, Founder & Mortgage Expert at Bell Financial Solutions, shares how the system is already making a real difference in the quality of advice: “HLP’s new system is saving my advisers and me a significant amount of time when completing a fact find and more importantly advice packs. This flows so much better, and the freedom to customise your recommendation letter in a concise way, with helpful prompts as opposed to pre-built templates not only makes the report more personalised, but much easier to complete.”
Enhanced Client Management and Strategic Opportunities
The CRM isn’t just about speeding up existing tasks; it’s about enabling a more proactive, client-centric approach that aligns perfectly with our ‘Client for Life’ philosophy.
Mike Tate, from Custom Insurance and Mortgage Solutions, was among the first firms to pilot the new CRM and has seen clear benefits in how they manage client relationships and daily activity. “The system has quickly become a valuable part of our workflow—making it easier to stay ahead of renewals, track adviser activity, and spot cross-sale opportunities,” Mike explains. “It’s also helping advisers open more timely protection conversations with clients. Because the CRM saves time and simplifies day-to-day processes, our advisers are now able to focus more on what really matters—supporting more clients with the right advice at the right time.”
Mike added that feedback from his team has been very positive: “Advisers find the platform intuitive, supportive, and well aligned with how they work—bringing greater structure and visibility without adding extra admin.”
Responsive Support and Continuous Improvement
A key differentiator highlighted by many adopters is the robust and responsive support from HLPartnership’s technology team, coupled with the advantage of HLPartnership owning the system.
Adrian Newling-Goode of Hilltop Mortgage Solutions specifically praised the support: “They’re not just available, they genuinely want to shape the system around advisers’ needs.”
JH Mortgage Services also found the support during the changeover excellent: “From the first training session to ongoing help, the team has been helpful, knowledgeable, and focused on making sure we get the best from the system. All our advisers and admin staff really like it!”
Daniel Bell of Bell Financial Solutions particularly values the ownership aspect: “As with all new systems, there are bugs, and there are things that could be improved. What is fantastic however is HLP have this system as their own. I cannot fault and credit the support team at HLP who take feedback to the developers and genuinely look at issues/bugs with an actual desire to want to improve the system where it does need improving. It seems every week with a new release it is only getting better and better for advisers, the ones that use the system, not tech people who think they know what is best. Kudos to Sajid and his team, James, Lewis & Sulayman for their support in helping my company transition and dealing promptly with our tech issues along with our feedback requests.”
We Innovate, Support & Deliver
The early success stories from firms like Flynn & Co, Hilltop Mortgage Solutions, JH Mortgage Services, Bell Financial Solutions, and Custom Insurance and Mortgage Solutions clearly demonstrate the transformative power of HLPartnership’s new CRM system. It is designed to save time, simplify processes, enhance client relationships, and provide the insights needed to grow sustainably and compliantly.
If you wish to find out more about joining HLPartnership, you can do so by enquiring here
