Earlier this year, we began the strategic rollout of HLPartnership’s new bespoke CRM system. This is not an off-the-shelf solution. It has been designed entirely in-house, with our brokers involved at every stage of development. Our aim was to create a platform that gives advisers greater control, is completely relevant to their needs, opens up new advice opportunities, and improves daily operations.
We introduced the system in phases, supported by our dedicated Systems Help Desk and Training team. This approach ensures every firm receives tailored guidance. The intuitive design also means it requires far less training than many systems on the market, so advisers can get up and running quickly.
At HLPartnership, our commitment to providing advisers with the best technology remains firm. This new CRM marks a significant milestone in that commitment, helping advisers streamline operations, enhance client relationships, and grow their businesses.
Time Saved, Opportunities Gained
One of the first benefits advisers report is the amount of time saved. This is not about minor improvements. It is about fundamentally changing how tasks are managed.
Flynn & Co joined HLPartnership from another network that used a more traditional CRM. After just one day of training, they put the new system to the test. “I sat down on a Saturday morning expecting to spend ten hours submitting five cases, as I would have done before. But I finished everything, fully packaged and submitted, in just three hours,” the adviser explained. Having only used the system for five days at that point, they added, “It was logical and easy to follow. I did not need to stop and ask for help. It just worked.”
JH Mortgage Services have also found the change extremely positive. “Switching to HLP’s new mortgage CRM has made a big difference to how we work. 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 more easily. Jobs that used to take hours now take minutes, which means we have more time to help clients and grow the business.”
Intuitive Design and Better Advice
Adrian Newling-Goode, Managing Director of Hilltop Mortgage Solutions, has more than 25 years of experience with CRM systems. His view of the new HLP system is clear. “It is refreshingly simple. Everything is where it should be and it is obvious how to complete each task.” He particularly praised the Suitability Letter tool for being both quick and compliant.
Daniel Bell, Founder of Bell Financial Solutions, explained how the system improves both efficiency and advice quality. “The system is saving my advisers and me a significant amount of time when completing a fact find and advice packs. It flows much better, and the freedom to customise the recommendation letter with prompts instead of rigid templates makes it more personal and quicker to complete.”
Enhanced Client Management
The system is not just about saving time. It also enables a more proactive, client-focused approach that supports our ‘Client for Life’ philosophy.
Mike Tate, from Custom Insurance and Mortgage Solutions, was one of the first to pilot the CRM. “The system has quickly become a valuable part of our workflow, making it easier to stay ahead of renewals, track adviser activity, and identify cross-sale opportunities. It also helps advisers open more timely protection conversations with clients. Because the CRM saves time and simplifies processes, our advisers can focus more on what matters – supporting more clients with the right advice at the right time.”
Support and Continuous Improvement
A key strength of the system is the support from HLPartnership’s technology team, together with the advantage of the platform being developed in-house.
Adrian Newling-Goode noted, “The team are not just available, they genuinely want to shape the system around advisers’ needs.”
JH Mortgage Services agreed. “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.”
Daniel Bell added, “As with all new systems, there are areas that can be improved. What is fantastic is that HLP develops the system themselves. The support team take feedback to the developers and genuinely look at issues with the aim of improving the system. With each new release it is getting better for advisers. Kudos to Sajid and his team, James, Lewis and Sulayman for their support in helping my company transition and for dealing promptly with our feedback.”
Innovating, Supporting, Delivering
The early success stories from firms such as Flynn & Co, Hilltop Mortgage Solutions, JH Mortgage Services, Bell Financial Solutions, and Custom Insurance and Mortgage Solutions show how HLPartnership’s new CRM is transforming the way advisers work. It is designed to save time, simplify processes, enhance client relationships, and provide the insights needed for sustainable and compliant growth.
If you would like to see how our bespoke CRM could transform your business, contact our recruitment team today.
If you wish to find out more about joining HLPartnership, you can do so by enquiring here
