HLP’s New CRM Cuts Fact Find and Advice Pack Time for Bell Financial Solutions
Industry
Mortgage & Protection Advice
Challenge
The old system used by the firm relied too much on one-size-fits-all templates. Completing fact finds and advice packs took longer than it should have and left little room to customise the content. This made reports harder to complete and less aligned with how Daniel and his advisers work.
Results
The CRM has improved how Bell Financial Solutions manages key parts of the advice journey. It’s easier to complete personalised reports, and the turnaround time on documents has dropped. The HLP support team has also stood out—responding to feedback, fixing bugs quickly, and releasing regular updates that keep making the system better. “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.”
Product
HLP CRM
Time saved
Faster production of fact finds and advice packs
Reporting
Easier to personalise and complete
System feedback
Issues raised are taken seriously by HLP's in-house support team
Team involved
Dedicated support & training
“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.
Daniel Bell
Founder & Director - Bell Financial Solutions
"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.”
Daniel Bell
Founder & Director - Bell Financial Solutions
About Bell Financial Solutions
Bell Financial Solutions is a growing mortgage firm led by founder and adviser Daniel Bell. Focused on giving clients tailored mortgage advice, Daniel and his team needed a system that would support their personal approach while helping them keep on top of the paperwork.
The Challenge
The old system used by the firm relied too much on one-size-fits-all templates. Completing fact finds and advice packs took longer than it should have and left little room to customise the content. This made reports harder to complete and less aligned with how Daniel and his advisers work.
The Solution
Bell Financial Solutions began using HLP’s in-house CRM. The platform offered more flexibility, including the ability to build concise, adviser-led recommendation letters with helpful prompts. It gave the team more control over how they presented advice to clients and saved valuable time.
The Results
The CRM has improved how Bell Financial Solutions manages key parts of the advice journey. It’s easier to complete personalised reports, and the turnaround time on documents has dropped. The HLP support team has also stood out by responding to feedback, fixing bugs quickly, and releasing regular updates that keep making the system better. “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.”
