At HLPartnership we believe technology should adapt to the way advisers already work. Our bespoke CRM and wider digital toolkit were designed in partnership with HLP members from the very beginning, not imposed after the fact. The result is a platform that mirrors real-world mortgage and protection workflows and removes the friction that slows down many networks.
Developed With Advisers, For Advisers
In-house and member-led, our technology development team worked closely with advisers at every stage to ensure that every feature addressed genuine, day-to-day challenges.
Firms moved across to the new system in planned phases, supported by our Systems Help Desk and Training team, so they could maintain productivity while adopting the new tools.
Because the platform is developed entirely in-house, member feedback can be incorporated quickly into each release cycle, keeping the system fresh, relevant and responsive to adviser needs.
More than 450 advisers have already completed structured training and are actively using the system in their businesses, demonstrating both strong adoption and high confidence in the platform.
Every Workflow Optimised for Adviser Efficiency
| 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 improved source efficiency |
| Fact-find and client data | Dynamic, context-sensitive questions capture only what is relevant | Faster data capture and reduced client fatigue |
| Document and disclosure | One-click generation of branded IDD, GDPR and suitability outputs | Audit-ready compliance with minimal administration |
| Training and CPD | Integrated portal for courses, events and certificates | Up-to-date knowledge without leaving the system |
| Commission | Real-time statement view | Predictable cash flow and easier reconciliation |
| MI and opportunity management | Provides MI on your firm and client information such as deal end dates | Supports informed strategic decisions and improved client engagement |
Every screen, button and process exists because advisers asked for it. Experienced principals describe the CRM as “refreshingly simple… everything is where it should be” and say that tasks which once took hours now take minutes.
Compliance Made Effortless
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 uncertainty, while Compliance Review Officers can view the same data in real time.
Real Results from Our Members
Flynn & Co have reduced the time to fully package and submit five mortgage cases from ten hours to just three.
JH Mortgage Services now complete lead, case and compliance management in minutes, creating more time for client advice.
Bell Financial Solutions prepare suitability letters more quickly, delivering clearer and more personalised outputs.
Across the network, firms are saving time, reducing administrative pressures and creating more opportunities to discuss protection with clients. These are precisely the outcomes our joint development programme was designed to achieve.
A Network That Listens
HLPartnership supports more than 1,000 mortgage and protection advisers across the UK. Our scale allows us to invest continuously in technology, training and compliance, while still delivering a personal, adviser-focused experience.
Our approach to continuous improvement includes:
- Quarterly adviser focus groups to set development priorities
- Monthly release cycles to deliver enhancements quickly
- An always-on Systems Help Desk for real-time support and resolution
Ready for a Mortgage Network That Builds Technology Around You?
If you want a mortgage network that gives you a competitive advantage 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 work together.
Book a discovery call with our Recruitment Team today and see how our member-led approach can transform your business.
