HLP’s Support and CRM Help Mortgage42 Launch with Confidence
Industry
Mortgage & Protection Advice
Challenge
When Graham Wilson, founder of Mortgage42, decided to leave his previous network and launch a new brokerage, he faced a major decision: where to build his business. Having heard strong recommendations about HLPartnership, he began exploring how HLP could support his transition and provide the foundation for long-term success.
Results
With support from HLP’s recruitment and compliance teams, Graham was able to make the move from his previous network smoothly. In the first three weeks, he’s already seeing the value in HLP’s approach, from its intuitive CRM, to the ongoing support and responsive file checking. “I’d heard so many good things about HLP that I had to find out more. Now I’m here, and I’m really pleased with the decision. The support hasn’t stopped, it’s only got better.”
Product
HLP CRM, Network Support & Compliance Oversight
Network move
Transitioned from PRIMIS to HLP
Onboarding Support
Personal guidance from Jason, Tom, and Olivia
CRM Benefits
Quick adoption, feedback welcomed, updates ongoing
Compliance
Dedicated file checker offering personalised feedback
“I’d heard so many good things about HLP that I had to find out more—and I’m really pleased I did. The support through the transition was fantastic, the CRM is already making a real difference to how we work, and having our own dedicated compliance reviewer is a level of service I’ve never had before. The support hasn’t stopped and it’s only got better.”
Graham Wilson
Founder – Mortgage42
The application process was seamless from my first chat with Jason and Tom to the brilliant support from Olivia. What stood out most is how personal and practical HLP’s approach is. The CRM is intuitive, and the team genuinely listens to feedback. It already feels like home.”
Graham Wilson
Founder, Mortgage 42
About Mortgage42
Mortgage42 is a newly established brokerage founded by Graham Wilson, bringing a client-first, tech-enabled approach to mortgage advice. Graham set up the firm in 2024 after leaving a larger network to build something of his own with strong infrastructure and meaningful support.
The Challenge
Starting a business meant leaving the security of a previous network, while ensuring systems, support, and compliance were all in place from day one. Graham needed more than just permission to trade and he needed a team that could help guide him through every stage of the transition.
The Solution
From initial contact with Jason and Tom to dedicated onboarding support from Olivia, Mortgage42 received step-by-step help through the network application and launch. HLP’s new CRM system gave the firm immediate functionality, and feedback on system use was taken on board by the development team.
The Results
Mortgage42 is now live, with a supportive network behind it. The CRM is already embedded into daily workflow, and HLP’s compliance support, particularly the availability of a personal file checker, has given Graham and his team the reassurance they need to deliver great outcomes from day one. “I’m here and I’m ready to do business. Big thanks to PST, SST, the compliance managers, and especially Jason for helping me make this happen.”
