The network said limited company BTL has become a “prominent feature” of the markets and the enhancement would support advisers managing an increasing volume of cases.
It added that limited company BTL cases usually involved complex property structures, multiple directors and larger property portfolios.
However, HLP said many CRM systems were designed for personal borrower journeys, meaning advisers had to adapt personal fact finds to suit company cases. These leads to rekeying information and managing portfolios outside of the CRM system, resulting in disconnected records.
The updated HLP CRM has a limited company BTL fact find, which has been designed around the company as an applicant and pulls business details directly from Companies House to reduce manual entry and improve accuracy.
Directors and shareholders are linked directly to the company record, while relevant personal and financial information is captured in the same workflow.
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This includes portfolio summaries, CSV upload and a download function for property data. HLP has also updated its integration with Twenty7tec to ensure information is mapped correctly for sourcing and quoting.
HLP said the update would reduce duplication for advisers, help them manage larger portfolios more efficiently and maintain clearer records.
Christopher Tanner, chief executive of HLP, said: “Limited company BTL 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.”
