HL Partnership has joined up with Property Circle in a software venture that will allow its members to manage client renewal, early review, rate riser and equity available data.
The network’s brokers will have access to the platform, which will scan their client databases and prioritise lead generation opportunities to take to customers.
HL Partnership chief technology officer David Steele (pictured) says: “We have invested considerable effort into creating an advanced, integrated technology platform for our members.
“This collaboration with Property Circle signifies a strategic enhancement to our adviser technology, enabling our advisers to proactively manage client renewals with unmatched efficiency and to harness the full potential within their existing client base well before deal expiration dates.
“Furthermore, we will be integrating some more of Property Circle’s technology into client-facing technology, set for release next year.”
Property Circle chief executive Marc Randall adds: “Regardless of the market conditions, brokers can rest assured that validated opportunities are automatically identified, prioritised, and served to them to action.”