HLPartnership (HLP) is holding six workshops during September for its network members and other advisers.
The sessions focus on the latest advances in mortgage technology and how they can create greater opportunities to generate new business, speed up processing and promote the marketing of complementary products such as life and home insurance.
The workshops run from 10am to 3pm and include presentations from Twenty7Tec, 360DotNet and Ipipeline. The day also offers opportunities to look at HLP’s CRM system.
Details are as follows:
- 17 September – Wetherby
- 18 September – Knutsford, Manchester
- 19 September – Leicester
- 24 September – Bristol
- 25 September – Gatwick
- 26 September – Waltham Forest
Shaun Almond (pictured), managing director at HLPartnership, said: “We understand the role of technology in the mortgage and protection market today and appreciate developments will mean the way the traditional broker communicates with their customers must change. So it is important that we bring together our tech partners along with our IT guru, Stevie Wilmott, to demonstrate how the whole process from sourcing to completion and on risk can be made more seamless and efficient.
“It is clear that to be able to compete against the future risk of execution-only robo-advice we need to be continually looking to enhance our tech offering to members.
HLP’s advisers should not be afraid of the advances in technology. With the support of the network and our technology partners, they can embrace the huge advantages and opportunities technology affords to help future proof their own businesses. Over the past few years HLP has invested heavily in our IT and tech support, which we know creates business opportunities, provides service efficiencies, and tools to encourage regular customer contact.
“We know that customers prefer having an adviser to provide the right support. Utilising the benefits that technology offers, allied to their lifetime skills of customer interaction, brokers offer a far more potent and responsive service than robo-advice can ever hope to provide. With two of HLP’s directors in attendance as well, members and non-members alike also have opportunities to discuss any issues they have and hear about the opportunities that arise.”