The HLP CRM, powered by Lifetime Group’s 360Dotnet software, provides HLP members clients access to their own digital financial control centre with a focus on financial planning and goal setting alongside offering financial advice.
It will create new opportunities of engagement through case tracking and Skype integration.
Additionally documents can be uploaded, stored and transmitted securely through the portal which employs security levels equal to those used by online retailers and banking institutions.
And in addition, documents can be transmitted by the client or broker via the portal which means any additional documentary evidence requests from lenders or insurance providers can be fulfilled without waiting for the post, expensive visits or the risk of an email going astray.
Chris Tanner, chief executive officer at HLP, said: "As a growing network which anticipates lending to increase by 30% in 2015, we pride ourselves on giving member advisers outstanding technology solutions to improve efficiencies and the overall customer experience.
“The launch of this bespoke system, developed in collaboration with 360Dotnet, embraces the latest online platforms across multiple devices and empowers our members to truly engage with their clients."
360Dotnet, which is part of the Lifetime Group, leads the design of bespoke and flexible CRM systems.
Carlos Thibaut, managing director, of Lifetime Group said the group was delighted to be involved with HLP's plans.
He said: "Innovation in the mortgage market is needed so that brokers can navigate the market with confidence and clarity.
“A powerful CRM system can help achieve this by using technology to add depth and focus to the broker/client relationship and deliver better outcomes and experience for both."
