In today’s competitive mortgage market, your technology should help you stay ahead, not slow you down. That is why HLPartnership has created a bespoke CRM platform that reflects the real needs of mortgage advisers.

Our system has been developed with input from advisers across the network to ensure it supports the way you actually work. It goes beyond simple client records and transforms how you manage relationships, compliance, and productivity.

Our visual lead board allows you to track each case easily. You can move clients through the advice journey with simple drag-and-drop functionality, giving you full oversight of every step.

You can gather key information at the earliest stage of the journey. This reduces duplication and allows for a smoother transition into the factfind process.

You can access Twenty7tec and iPipeline directly from the CRM, giving you immediate access to product quotes and comparisons before even beginning the full factfind.

You can generate, send, and store branded documents such as the IDD in just a few clicks. All actions are automatically recorded for compliance, so you are always ready for audit.

Our Suitability Letter feature allows you to create and complete personalised documentation quickly, helping you to reduce admin time and focus on giving advice.

The system identifies potential remortgage, protection, and general insurance opportunities before your clients are contacted by lenders, helping you take action at the right time.

You can create and assign tasks to yourself or colleagues, with visibility across your business, helping your team stay organised and efficient.

Hilltop Mortgage Solutions

"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."

A System Designed to Help You Grow

At HLPartnership, we understand that every firm is different. That is why our CRM system can be adapted to suit your workflow and business needs. When you become part of our network, you receive more than just cutting-edge technology. You gain access to ongoing support, a like-minded community, and a proposition that puts your success at the centre.

Let Us Show You What We Can Offer

If you are considering moving networks, we would welcome the opportunity to speak with you. Let us show you how the right system and the right support can help your business thrive.

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.