For many mortgage advisers, choosing the right mortgage network is one of the most important business decisions they will make. The right network provides not only access to products, compliance, and business support, but also the systems and people that make day-to-day operations smoother and more efficient.
Over the past year, more and more advisers across the United Kingdom have chosen to join HLPartnership. They have moved away from other mortgage networks where they felt like just another number and have joined a community built on common sense, personal service, and systems that simply work. Central to that experience has been HLPartnership’s bespoke new CRM, designed specifically for the needs of mortgage advisers.
We spoke to our members to find out what made them join, and why they are so glad they did.
Smooth and Supportive Onboarding into the Mortgage Network
Switching to a new mortgage network can feel daunting. HLPartnership’s onboarding process is designed to make the transition simple and stress-free. Every new adviser is guided through the set-up process with clear communication, structured training, and the immediate introduction to our bespoke new CRM.
The onboarding process was smooth and stress-free. It was a world away from my previous experience.
Our dedicated onboarding team ensures that new members are not only technically set up but also fully confident in using the systems and processes from the very first day.
Dedicated Compliance Support that Works with the CRM
HLPartnership is recognised by members for having one of the most adviser-friendly compliance operations in the industry. Every adviser is assigned their own dedicated case checker and Regional Compliance Manager, ensuring they always work with someone who understands their business and the way they operate.
You have your own dedicated case checker which is great as they get to know you and how you work.
The compliance function is seen as a genuine support, not a barrier. Advisers appreciate the approachable, practical and “common sense” approach to compliance, where the focus is on achieving good client outcomes rather than unnecessary box-ticking.
They are always on hand to answer questions from system issues to compliance dilemmas.
The structure at HLP with a Regional Compliance Manager and then one case checker for consistency has been really easy to work with.
This supportive, human approach is coupled with the efficiency of HLPartnership’s bespoke new CRM, which makes file checks easier and ensures documentation is stored, accessible, and fully compliant. Members also note the flexible and pragmatic mindset of the compliance team.
Very flexible compliance department, always looking to help you instead of putting obstacles in your way.”
“The compliance and administration support has been fantastic. The compliance team are extremely helpful and the system has made our sales process more efficient and compliant.”
Systems That Work and Are Built for Mortgage Advisers, Not Just for Administration
Members repeatedly highlight how much of a difference HLPartnership’s bespoke new CRM has made to their business. Unlike generic software used by other mortgage networks, this system has been developed in-house specifically for HLP members, with input from advisers themselves.
It is fast, modern, and fully integrated with other business tools. This reduces duplication and allows advisers to focus on clients rather than processes.
Their systems are a million miles ahead of anything I have used before.”
“The built-in CRM and business register saves a huge job.
By designing our own system rather than relying on an off-the-shelf product, we have been able to make sure it fits the way advisers actually work.
A Friendly and Accessible Team Behind the Mortgage Network
While technology is important, the human support behind it is equally valued. HLPartnership’s members consistently mention the accessibility of the team, from Partner Support to Compliance, who are just a phone call away.
It is nice to be part of a network that really does care about you and your business.
This accessibility means that issues are resolved quickly and effectively, helping advisers maintain momentum in their business.
Freedom to Focus on Clients
The combination of HLPartnership’s bespoke new CRM, clear processes, and supportive culture gives advisers the freedom to spend more time with their clients and less time wrestling with systems.
They offer help when needed but leave you to get on and grow your business.
It is this balance of structured support without micro-management that many advisers say makes HLPartnership stand out compared with other mortgage networks.
We Innovate, We Support, We Deliver
At HLPartnership, our success is built on three pillars.
We Innovate – Our bespoke new CRM and constantly evolving systems are designed to keep our members ahead of the curve. By investing in technology that is created in-house, we ensure our tools are fit for purpose and always moving forward.
We Support – From your first conversation with us to your ongoing day-to-day operations, our Partner Support, Compliance, and Business Development teams are here to help. Our members know that they can always reach someone who understands their business and is ready to assist.
We Deliver – We focus on helping advisers achieve tangible results. That means efficient systems, clear processes, and practical support that make a real difference to productivity and client satisfaction.
It is this combination of innovation, support, and delivery that has encouraged so many advisers to choose HLPartnership over other mortgage networks.
Why Advisers are Switching to HLPartnership
From smooth onboarding to advanced systems, dedicated compliance support to an accessible team, the feedback from HLPartnership members is consistent. This is a mortgage network that delivers on its promises.
Our bespoke new CRM is more than just software. It is a platform for growth, efficiency, and better client service. Combined with our adviser-first approach, it is no surprise that so many mortgage professionals are choosing HLPartnership over other mortgage networks.
If you are an adviser looking for a mortgage network that combines cutting-edge technology with a genuinely supportive culture, contact HLPartnership today
