At HLPartnership, we understand the challenges you face in today's competitive landscape; that's why we're excited to announce our brand-new CRM system.
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Designed specifically for the day-to-day needs of advisers, our new system offers a range of exciting new features. The system considers every step of the adviser journey, equipping you with all the necessary tools for a more efficient process.
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An All-Encompassing System
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Manage client pre-qualification, sourcing, case progression, and follow-ups in one central location. Our system supports long-term client relationships through every stage of the advice journey. Evaluate lead performance, organise daily tasks, and track pipelines with ease.
To support compliance, we've included automated disclosures, comprehensive audit trails, document management and a reimagined suitability letter process for transparent and compliant outputs. Streamlined team collaboration also means easy access to tools and information.
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What Our Members Are Saying
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"The new CRM system is an excellent tool that brings everything you need into one place, making our experience of using it extremely positive.
The new Suitability Letter feature is incredibly quick and easy to complete, and the system as a whole is intuitive and straightforward to navigate. The document upload functionality is clear and well-structured, making it significantly easier to package cases.
With exciting updates on the horizon, we're confident this system will continue to enhance both the adviser and client journey, making it faster, more streamlined, and even more effective."
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Hilltop Mortgage Solutions
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A Network You Can Rely On
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We are always looking for new ways to support and empower our members. Our new CRM system is just one of the many ways we aim to support you in your role as an adviser. With our recent partnership with BetterHome Group, the scope for new adviser technology and support is even more promising.
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We understand the importance of staying up to date in today's market, where having the right tools and support can make a big difference. If you're going to be in a network, it should be one that truly cares. If you're still in doubt, we'd love to talk to you about what our network can offer.
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HLPartnership is a trading name of HL Partnership Limited.
Registered in England No.5011722. Registered Office: 6 Merus Court, Meridian Business Park, Leicester LE191RJ. HLPartnership Limited is authorised and regulated by the Financial Conduct Authority. FS Register number 303397.
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