Technology
At HLPartnership, we've built a tailor-made technology platform designed to give you full control over your business. Developed with input from our members, our CRM meets the unique needs of mortgage and protection advisers, making your processes more efficient and your business more profitable.
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Future-Ready Tech, Tailored to Your Business from Day One
Streamlined Lead Management
Our intuitive Kanban-style dashboard lets you track every lead from start to finish. Manage leads for yourself or your colleagues, while tracking the effectiveness of lead sources to maximise profitability.
Complete Client Management
Effortlessly manage individual and company clients, ensuring flexible handling of diverse client circumstances without duplication. Pre-qualification questions help assess client needs early, while dynamic factfinds ask only relevant questions, streamlining the process and saving time.
Effortless Compliance & Document Management
Ensure compliance with simplified IDD and GDPR processes. With minimal clicks, you can generate and send branded disclosures to clients, while our document management system organises everything at case, applicant, and product levels.
Training Portal
Explore a wide range of courses and events through our comprehensive training portal. Easily book and manage your training to keep your skills sharp and your business thriving.
Tailored Suitability Letters
Generate personalised suitability letters with ease, summarising client objectives and recommendations. The flexibility to adapt templates and add product-specific justifications ensures clear, concise communication.
News & Communications Hub
Access all network updates, insights, and critical information in one centralised hub, keeping you informed and up-to-date with industry developments.
Real-Time Commission System
Track your commission earnings in real-time. See all statements in one place, with full transparency on what you're earning and when to expect it.
Join Us
Whether you're a seasoned adviser looking for a fresh approach or just starting out, HLPartnership is here to support your journey.
Get in touch today to learn how we can help your business grow with confidence. Together, we'll ensure you can focus on what you do best — providing outstanding service to your clients.
