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HLP launches free client management tools for ARs

Neil-Hoare-700.jpgHLPartnership and Mortgage Support Network are offering their appointed representatives free access to customer relationship management (CRM) tools for the next year.

The networks, which together have more than 600 advisers, adopted the 360 Dotnet CRM system in 2015 and are now offering a range of free modules to members which are normally paid-for extras.

Among the modules included in the deal are Campaign Manager, to help ARs market to their existing client bases, and Performance Explorer, the data analysis and reporting tools suite.

The sister networks, which are both owned by parent company Josewin, say these tools will help members promote a regular dialogue with clients.

 Commercial director Neil Hoare says this interaction with existing customers is key to maintaining relationships and minimising the chance of clients seeking advice elsewhere.

Hoare says: “We are underlining our commitment to our members by providing the service free of charge in order to encourage more to adopt it as their system of choice.

He adds: “Technology is not something which we need to fear as advisers. Instead, it offers all of us the opportunity to link our human understanding and knowledge of the mortgage and protection sector with the kind of technology which can revolutionise the way we all interact with customers, providing them with closer contact, more information and the ability to meet their needs without having to seek help anywhere else.”

HLPartnership was founded in 2001 and is based in Worthing on the Sussex coast.

 In 2017, HLP’s parent, Josewin, bought Mortgage Support Network, a smaller mortgage and protection network, based in Leicester, which operates as a separate entity.

 

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