HLP’s New CRM Cuts Admin Time for JH Mortgage Services
Industry
Mortgage Advice
Challenge
JH Mortgage Services were spending too much time on admin. Their previous setup made it difficult to keep on top of leads, case updates, and compliance. Simple tasks were taking longer than they should, pulling advisers away from client work and slowing down progress across the business.
Results
Since moving to HLP’s new CRM, JH Mortgage Services has seen a noticeable improvement in how their team works day to day. The system is faster, easier to navigate, and allows them to get more done in less time.
Product
HLP CRM
Admin Time Reduced
Hours previously spent on admin are now used for client work
Lead and case handling
All in one place, with clearer oversight
Compliance
Straightforward and easy to manage
Team Feedback
Positive from both advisers and admin
"Switching to HLP's new mortgage CRM has made a big difference to how we work at JH Mortgages."
Jake Hughes
Director - JH Mortgage Services
"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. The support from HLP during the changeover has been 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!"
Jake Hughes
Director - JH Mortgage Services
About JH Mortgage Services
JH Mortgage Services is a busy mortgage advice firm focused on giving clear, helpful guidance to its clients. The business joined HLPartnership looking for better tools to support day-to-day work and make life easier for the team.
The Challenge
Before switching to HLP’s CRM, the team were dealing with slow systems and manual workarounds. It took too long to update cases, find information, and complete basic compliance steps. These delays made the working day longer than it needed to be and left less time for client-facing work.
The Solution
The firm adopted HLP’s new CRM shortly after joining the network. The system was built with advisers in mind, with a layout that made sense and features that matched how firms like JH Mortgage Services actually work. From the start, the HLP team provided clear training and were always available to answer questions. Within days, the team felt comfortable using the CRM and could already see the difference it was making. “All our advisers and admin staff really like it!”
The Results
With the new system in place, jobs that used to take hours now take minutes. The team spends less time clicking between systems and more time speaking to clients. It’s made everyday work easier, quicker, and far less frustrating. “It’s made a big difference to how we work. We’re more productive and more available for our clients.”
