"It simplifies processes, boosts productivity, and focuses on what matters most: efficiency, compliance, and client outcomes."
- Christopher Tanner, CEO of HLP
Mortgage and protection network, HLPartnership (HLP), has launched a custom-built CRM system.
Designed specifically for mortgage and protection advisers, the platform integrates every aspect of the advice journey and has been purpose-built in collaboration with its member firms.
The CRM system builds on HLP’s commissions system, which provides transparent, on-demand statements, and its advanced communication portal, which keeps advisers informed and connected.
Key features of the CRM system include:
• Integrated tools: Manage client pre-qualification, sourcing, case progression, and follow-ups from one central location, reducing admin time.
• Client management: Supports long-term client relationships through every stage of the advice journey.
• Workload management: Evaluate lead performance, organise daily tasks, and track pipelines.
• Compliance support: Includes automated disclosures, comprehensive audit trails, document management and a reimagined suitability letter process for clear and compliant outputs.
Christopher Tanner, CEO of HLP, commented: "Technology has always been a key focus for HLP, and we recognise its vital role in preparing advisers for the future. This launch marks the beginning of an exciting new chapter for HLP, as our strategic partnership with BetterHome Group allows us to accelerate the development of member-led technology while harnessing their expertise alongside our own.
"We understand the challenges of running a successful advice business, which is why our CRM system is more than just software — it is a comprehensive solution created by advisers, for advisers. It simplifies processes, boosts productivity, and focuses on what matters most: efficiency, compliance, and client outcomes. Designed to grow with businesses, it provides long-term value for our members.
"Thanks to our partnership with BetterHome Group, we are pushing the boundaries of innovation and delivering tools that meet the evolving needs of advisers and their clients. At HLPartnership, we listen, innovate, and deliver, always putting advisers and their clients at the centre of everything we do. Our significant investment in bespoke technology reflects our commitment to helping our members succeed today and in the future.”
