HLP’s New CRM Improve Suitability Letters for Hilltop Mortgage Solutions
Industry
Mortgage & Protection Advice
Challenge
With over 25 years of experience using a wide range of CRM systems, Adrian Newling-Goode, Managing Director of Hilltop Mortgage Solutions, had seen it all. For his business, a good system needed to be quick, logical, and easy for advisers to pick up without extensive training.
Results
Adrian describes HLP’s new CRM as “refreshingly simple”—a platform where everything is in the right place, and it’s immediately clear how to complete key tasks. The Suitability Letter tool stood out as both time-saving and compliant, and he praised the direct line of communication with the tech team. “It’s refreshingly simple. Everything is where it should be—it’s obvious how to complete each task.” Adrian Newling-Goode, Managing Director – Hilltop Mortgage Solutions
Product
HLP CRM
Ease of Use
Clear layout and intuitive task flow
Time savings
Suitability Letters completed quickly and compliantly
Support
Responsive tech team open to feedback and development
Experience
Over 25 years using multiple CRM platforms
"The new CRM system is an excellent tool that brings everything you need into one place, making my experience of using it extremely positive. Having worked in financial services for 25 years, I’ve tested, developed, and implemented numerous CRM systems. The support from the team at HLP has been outstanding—truly a breath of fresh air. They are approachable, receptive to feedback, and committed to shaping the system to meet advisers’ needs."
Adrian Newling-Goode
Hilltop Mortgage Solutions
"The new Suitability Letter feature is incredibly quick and easy to complete, and the system as a whole is intuitive and straightforward to navigate. The document upload functionality is clear and well-structured, making it significantly easier to package cases. With exciting updates on the horizon, I’m confident this system will continue to enhance both the adviser and client journey, making it faster, more streamlined, and even more effective.”
Adrian Newling-Goode
Hilltop Mortgage Solutions
About Hilltop Mortgage Solutions
Hilltop Mortgage Solutions is an advice-led firm led by Adrian Newling-Goode, whose career spans more than two decades in financial services and technology adoption. The business prides itself on personal service, compliance, and using the right tools to get the job done well.
The Challenge
Having worked with many CRM platforms over the years, Adrian was looking for a system that cut through complexity and helped advisers get straight to work. Previous systems had often been clunky, unintuitive, or overly engineered which adds time and frustration to the advice process.
The Solution
With HLP’s CRM, Adrian found a system that finally put adviser needs first. The layout made sense from the moment he logged in, key workflows were clear, and the time spent on tasks, especially Suitability Letters which dropped considerably. On top of that, the tech team listened and responded quickly to feedback.
The Results
The system has proven to be a strong fit for Hilltop Mortgage Solutions. It’s quick to learn, easy to navigate, and backed by a team that actively looks for ways to improve it based on real adviser use. “It’s the first system in a long time that feels like it was designed by people who understand the day-to-day job.”
