HLPartnership (HLP) has added new limited company buy-to-let features to its CRM system, aiming to reduce administration and help advisers manage a growing number of company-structured buy-to-let cases.
More landlords are now purchasing and holding property through special purpose vehicles instead of personal ownership, making limited company buy-to-let an increasingly common market choice. These arrangements often involve multiple directors, shareholders, and larger property portfolios, which can complicate mortgage applications.
Many mortgage CRM systems remain focused on individual borrowers, forcing advisers to adapt personal factfinds for company cases. This can require re-entering data, tracking property portfolios outside the system, and navigating disconnected records during underwriting, sourcing, and submission.
HLP’s updated CRM addresses these challenges by centring the fact-finding around the company as the applicant. Key business details are automatically pulled from Companies House, reducing manual entry and improving accuracy. Directors and shareholders are linked directly to the company record, and their personal and financial information is captured within the same workflow. Properties and mortgages have also been redesigned to support larger portfolios more efficiently.
Additional improvements include portfolio summaries, CSV upload and download for property data, and a refreshed integration with Twenty7Tec to ensure information maps correctly for sourcing and quoting.
Christopher Tanner, chief executive officer at HLP (pictured), 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.”
