HLPartnership has upgraded its CRM system to better support advisers handling limited company buy-to-let cases as structured landlord borrowing becomes a more established part of the market.
The network has introduced a limited company buy-to-let fact find built specifically around the company as the applicant, rather than adapting traditional personal borrower journeys.
The move is designed to reduce re-keying, cut duplication and simplify the management of more complex cases involving multiple directors and larger portfolios.
Limited company buy-to-let lending has grown in prominence as landlords increasingly purchase through special purpose vehicles instead of in their personal name.
KEY BUSINESS INFORMATION
However, many CRM systems remain geared towards individual applicants, forcing advisers to manage company details, portfolios and personal data across disconnected records.
HLP’s updated CRM pulls key business information directly from Companies House, linking directors and shareholders to the company record within a single workflow.
Properties and mortgages have also been redesigned to better accommodate portfolio landlords, with added portfolio summaries and CSV upload and download functionality.
An updated integration with Twenty7Tec ensures data is mapped correctly for sourcing and quoting, helping cases move more smoothly from fact find through to submission.
NO LONGER NICHE
Christopher Tanner (main picture), 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.”
