Driving The Future
Of Technology
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At HLPartnership, we understand the importance
of technology and how it can be harnessed effectively
for the adviser process. In such a competitive industry,
we strive to equip our members with groundbreaking technology every step of the way. So, let’s look at how
we can get you tech ready for the journey ahead.
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An all-encompassing Adviser Portal:
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When you join our network, you’ll gain access to a range of systems to facilitate the adviser process. One of these systems is our Adviser Portal, acting as a central hub for all activities – from tracking commission, reporting and dashboards, through to network updates, case messaging and learning & development opportunities – the features are growing and growing.
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A sophisticated CRM system:
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When managing something as important as client data,
it’s important to know you have a solid CRM system. Members
of our network benefit from a comprehensive CRM system
that allows for effective management of client data. Record client cases, track appointments, and strengthen client relationships all in one place.
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Effective product sourcing:
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Searching for mortgage and protection products couldn’t
be easier. We provide members with access to an efficient
and secure product sourcing system. Featuring an extensive range of current products on the market, as well as real-time products, this technology makes a huge difference.
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Become a part of something special
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HLPartnership is more than just a mortgage & protection network – it’s a support system designed around the needs
of our members – here to serve you and let you focus on
what you do best.
We’re here to give rock-solid Compliance support, access
to a Regional Compliance Manager, case-checkers dedicated
to your firm and clear guidance on how to navigate the ever-changing regulatory world in 2024. We’re here to help you meet your business ambitions and give you the tools to help you flourish – including access to a large library of pre-approved marketing content & assets to help power your growth.
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What are you waiting for?
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We’d love to discuss how we can address your business
needs. We’re here to work with you – whether you’re a Directly-Authorised firm or simply seeking a Network that’s working
to support you at the pace you choose - please get in touch
and give HLPartnership a chance to impress you.
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HLPartnership is a trading name of HL Partnership Limited. Registered in England No.5011722. Registered Office: 6 Merus Court, Meridian Business Park, Leicester LE191RJ. HLPartnership Limited is authorised and regulated by the Financial Conduct Authority. FS Register number 303397.
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DISCLAIMER - Please note that cherry never recommends the products or services of other companies and in making contact with, or accepting contact, products, services or advice from any individual, company or adviser, you agree, without exception, that no legal responsibility in respect of resultant damages, incurred by you or by others, rests in any way with cherry.
cherry and cherryFind are trading names of “cherry”. Registered Office: The Stables, Little Coldharbour Farm, Tong Lane, Lamberhurst, Tunbridge Wells, Kent TN3 8AD. Registered in England and Wales. Company Registration Number: 05624666. VAT Number: 874593966.
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