HLPartnership is pleased to confirm that more than 450 members have now completed training on our in-house developed CRM system. The platform is now firmly embedded in firms across the network and is playing an increasingly important role in improving day-to-day efficiency, adviser confidence and client outcomes.
Built for Mortgage Advisers. Proven in Practice.
Designed in collaboration with our members, the HLPartnership CRM integrates pre-qualification, sourcing, case progression, follow-ups and document generation into one clear and streamlined workflow. Its intuitive layout, structured processes and compliance-aligned outputs are helping firms run more efficiently and serve their clients more effectively.
Firms who have adopted the platform are already seeing measurable improvements in performance, confidence and control.
Saving Time and Reducing Admin
Jake Hughes and his team at JH Mortgage Services have significantly reduced the time spent on routine tasks. Processes that previously took hours now take just minutes, allowing more time for client conversations and advice. Flynn & Co reported that five cases were fully packaged and submitted in three hours, far quicker than originally anticipated.
Supporting Business Continuity
Melanie Sixsmith at The Village Mortgage Company successfully managed a surge in applications while preparing for a holiday. The CRM helped her remain compliant, complete all applications on time and keep the business running smoothly in her absence. She said the experience gave her confidence to step away when needed, knowing the systems were in place to support her.
Intuitive Design, Integrated Tools
Adrian Newling‑Goode, Managing Director of Hilltop Mortgage Solutions, described the CRM as “refreshingly simple” to use. He noted that everything is in the right place, and that tasks such as generating Suitability Letters are now both faster and more straightforward.
Straightforward Customisation and Compliance
Daniel Bell, Director of Bell Financial Solutions, highlighted the improved efficiency around fact-finds, advice packs and recommendation letters. He praised the new suitability letter process, saying it allows for simple customisation while supporting clear and compliant outputs.
Enabling Better Business Decisions
Mike Tate, Principal at Custom Insurance & Mortgage Solutions, explained that the CRM helps the team stay ahead of client renewals, monitor adviser activity and identify opportunities for protection and general insurance. With daily processes now simplified, his team can concentrate on giving the right advice to more clients.
Personalised Onboarding and Ongoing Support
Graham Wilson of Mortgage42 described the support as feeling like home from the start. He praised the support from all the teams involved. At JH Mortgage Services, the entire team became comfortable with the system within a matter of days. They reported positive feedback from both advisers and administrators.
Adviser Feedback Shapes the Future
Because the platform is owned by HLPartnership and developed in-house, it continues to evolve in line with member feedback. Regular updates ensure the system reflects the practical needs of advisers and improves over time. Daniel Bell noted that the support team is proactive in addressing feedback and that enhancements are released regularly.
Why It Matters
The HLPartnership CRM was created to make life easier for mortgage advisers. It gives firms more control over their client journeys, reduces administrative burden and provides a clear structure for staying compliant.
With support from our dedicated help desk and training teams, firms are able to adopt the system quickly and start benefiting from the efficiencies it delivers. Whether your goal is to reduce operational pressure, improve documentation or grow your client base, the CRM gives you the tools to do it with confidence.
Ready to Start Using the CRM?
If your firm has not yet moved across to the HLPartnership CRM, our Systems Help Desk is ready to support your migration.
To arrange your migration, please contact HLP’s system help desk.
Considering Joining HLPartnership?
If you are not yet part of HLPartnership and are exploring your options, we would be delighted to speak with you. Becoming an Appointed Representative gives your firm access to our CRM platform, a dedicated compliance team, expert business development support and award-winning marketing services.
To find out more about joining HLPartnership, please enquire here
We look forward to helping your business grow with the support of a CRM designed by advisers, for advisers.
