HLPartnership cuts admin for advisers on limited company buy-to-let cases

HLPartnership (HLP) has introduced new limited company buy-to-let features within its CRM system, designed to reduce admin and better support advisers.

HLP says many mortgage CRM systems across the market remain built around personal borrower journeys, requiring advisers to adapt personal factfinds for company cases which 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 integration with Twenty7Tec to ensure information is mapped correctly for sourcing and quoting.

Christopher Tanner, CEO at HLPartnership, 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.”