Limited Company Buy to Let.
Done properly in the HLP CRM.
We've added a Limited Company Buy to Let factfind to the HLP CRM so cases are quicker to set up and submit, with less re-keying and everything held in one place.
Most CRMs are built around individual applicants
When you are writing a Limited Company Buy to Let case, you often end up working around the system rather than with it. The company is not the real client, directors and shareholders are bolted on afterwards, and portfolio information is spread across multiple places.
It works, but it is not efficient.
Why that becomes an issue
As soon as the case involves more than one property or more than one director, the admin increases quickly.
Repeating the basics
Company and key people details often need to be entered more than once.
Manual portfolio admin
As portfolios grow, keeping property information up to date becomes a manual task.
Sense-checking before submission
Time is spent checking the right details have carried through before submission.
All of this adds time to getting the case ready for submission and increases the chance of rework later.
The solution
The HLP CRM now includes a dedicated Limited Company Buy to Let factfind, built around the company rather than the individual.
You record the company as the applicant from the start, with the supporting people and properties structured properly around it.
How it works in practice
Company-first approach
The company is the client
You can now create a lead where the company is recorded as the applicant, not an individual workaround.
Key company details can be pulled directly from Companies House at lead creation, reducing manual data entry.
People management
Directors and shareholders captured properly
Directors and shareholders are created automatically as contacts, with information pulled from Companies House.
There is a dedicated Directors and Shareholders section within the company factfind, acting as a mini factfind so you can capture all the information typically required for underwriting in one place.
Portfolio landlords
Better support for portfolio cases
The Properties and Mortgages sections have been redesigned to handle larger portfolios more effectively.
Clear portfolio summaries
Upload and download property details using a dedicated CSV file
Improved structure for multi-property cases
Integration
Cleaner sourcing
The integration with Twenty7Tech has been updated so that relevant company, director and property information feeds into the correct fields for quoting.
This supports a smoother transition from factfind to sourcing.
What this means for you
Less duplication and manual work
A clearer factfind for Limited Company Buy to Let cases
Better handling of portfolio landlords
A process that scales as cases become more complex
See it in practice
If you would like to see how HLPartnership's CRM supports Limited Company Buy to Let cases as part of the wider network proposition, arrange a demonstration with the team.
