At HLPartnership we have always believed that technology should fit around the way advisers already work. Our bespoke CRM and wider digital toolkit were designed from day one in partnership with HLP members, not imposed upon them. The result is a platform that mirrors real‑world mortgage and protection workflows and removes the friction that slows down many networks.
Co‑Creation at Every Stage
- In‑house development, member driven – the system was built by our own technology development team with continuous adviser input, ensuring every feature solves a genuine day‑to‑day challenge.
- Phased rollout and training – firms moved across in manageable waves with support from our Systems Help Desk and Training team, allowing them to stay productive while adopting new tools.
- Ongoing feedback loop – because HLPartnership owns the code, member suggestions are prioritised in each release cycle, keeping the platform fresh and relevant.
More than 450 advisers have already completed structured training and are actively using the system in their businesses – clear proof of both take‑up and confidence.
Designed to Match Adviser Workflows
| Key workflow | How the platform supports it | Benefit for your firm |
|---|---|---|
| Lead tracking | Kanban‑style dashboard follows enquiries from prospect to completion | Visibility on every opportunity and source efficiency |
| Fact‑find & client data | Dynamic, context‑sensitive questions capture only what is relevant | Faster data capture and less client fatigue |
| Document & disclosure | One‑click generation of branded IDD, GDPR and suitability outputs | Audit‑ready compliance with minimal admin |
| Training & CPD | Integrated portal for courses, events, certificates | Up‑to‑date knowledge without leaving the system |
| Commission | Real‑time statement view | Predictable cash‑flow and easier reconciliation |
| MI & Opportunity Management | Provides important MI about your firm and client information such as deal end dates | Allows you to make informed strategic decisions and optimise client engagement strategies. |
Every screen, button and process exists because advisers asked for it. That is why experienced principals describe the CRM as “refreshingly simple… everything is where it should be” and why routine tasks that once took hours now take minutes.
Compliance Embedded, Not Bolted On
Operating in a regulated environment can be complex, yet advisers tell us the system makes staying compliant almost automatic. Pre‑populated disclosures, structured suitability letters and built‑in audit trails remove the guesswork, while our Compliance Review Officers can see the same data in real time.
Tangible Results Reported by Members
- Flynn & Co: Five mortgage cases fully packaged and submitted in three hours instead of ten.
- JH Mortgage Services: Lead, case and compliance management now take minutes, releasing time for client advice.
- Bell Financial Solutions: Suitability letters customised in less time, producing clearer, more personalised outputs.
Across the network firms are saving time, reducing administrative pressure and opening more protection conversations – exactly the outcomes our joint development programme was designed to deliver.
A Network That Listens
HLPartnership supports more than 1,000 mortgage and protection advisers across the UK, and our size enables us to invest continuously in technology, training and compliance while still delivering a personal experience.
Continuous improvement schedule
- Quarterly adviser focus groups to set development priorities
- Monthly release cycles to deliver enhancements quickly
- Always‑on Systems Help Desk for real‑time support and issue resolution
Ready for a Mortgage Network That Builds Technology Around You?
If you are searching for a mortgage network that gives you a competitive edge through genuinely adviser‑centred technology, it is time to talk to HLPartnership. Join a community where your feedback shapes the platform you use every day and where compliance, efficiency and growth go hand in hand.
Book a discovery call with our Recruitment Team and experience the difference a member‑led approach can make to your firm.
