HLPartnership (HLP) has introduced new Limited Company Buy-to-Let features within its CRM system, designed to reduce administration and better support advisers managing an increasing volume of company-structured buy-to-let cases.
Limited Company Buy-to-Let has become a more prominent feature of the market as more landlords choose to purchase and hold property through special purpose vehicles rather than in their personal name. These cases typically involve more complex company structures, multiple directors and larger property portfolios.
Despite this shift, many mortgage CRM systems across the market remain built around personal borrower journeys, requiring advisers to adapt personal factfinds for company cases. This can result in re-keying information, managing property portfolios outside the CRM and working across disconnected records as cases progress through underwriting, sourcing and submission.
The new Limited Company Buy-to-Let factfind within the HLP CRM has been designed specifically around the company as the applicant, pulling key business details directly from Companies House to reduce manual entry and improve accuracy. Directors and shareholders are linked directly to the company record, with relevant personal and financial information captured within the same workflow, while properties and mortgages have been redesigned to better support larger portfolios.
The update also includes portfolio summaries, CSV upload and download functionality for property data, and an updated sourcing and quoting integration to ensure information is mapped correctly.
Christopher Tanner, Chief Executive Officer at HLP, said:
“Limited Company Buy-to-Let is no longer a niche part of the market. As adviser firms deal with more complex company-based cases, the systems they use need to reflect how those cases are actually assessed and submitted. Because we have built our own CRM, we can adapt quickly as the market changes, make targeted improvements based on how our firms work in practice, and remove unnecessary admin from the advice process. That creates efficiencies for brokers and supports clearer, more consistent records, which ultimately helps firms deliver good consumer outcomes.”
The update is intended to help advisers reduce duplication, manage larger property portfolios more efficiently and maintain clearer, connected records from factfind through to submission.
If you would like to learn more about this feature, please visit the dedicated page here.
