Early Club open · Onboarding power-user brokers by invitation · See pricing →
Early Club · Onboarding power users

Your AI-powered workspace
for specialist property finance.

PortfolioHub brings your sourcing, lender knowledge, comparables, and compliance into one place — so you can research faster, structure confidently, and never miss a remortgage.

Research and structure cases faster — sourcing, ICR, and lender criteria all connected in one place
Never miss a remortgage — landlord portal surfaces fix-end dates before clients even notice
Confident on any policy question — Broker AI cites the lender doc, refuses to guess
Request Early Club accessSee What's Included
Early Club·Invite-only onboarding·Help shape the product
Policy-indexed across 60+ UK specialist lenders
Foundation Home LoansParagon BankLandbayCHL MortgagesAldermoreKent RelianceShawbrook
Why brokers switch

Stop juggling 11 tabs.
Start closing more cases.

Most BTL brokers run their book on a chaos of spreadsheets, sourcing tools, lender PDFs, and WhatsApp threads. PortfolioHub replaces all of it.

Without PortfolioHub

  • Hours lost per case — jumping between sourcing tools, lender PDFs, Land Registry, and calculators
  • Missed remortgages — clients drift onto SVR while you're busy working the next new case
  • "Let me get back to you on that" — lender criteria questions kill momentum mid-meeting
  • Compliance gaps — EPC, CCL, AST renewals slip through the cracks
  • Generic valuation packs — no comparables, no branding, no edge over the next broker
WITH PORTFOLIOHUB

With PortfolioHub

  • Faster research and structuring — one workspace, every layer connected, one source of truth
  • Automated retention alerts — landlord portal flags every fix-end, you pitch first every time
  • Broker AI answers in seconds — trained on your panel, cites the lender doc, refuses to guess
  • Compliance dashboard — every deadline tracked, every property in one view
  • Branded comparable packs — Land Registry + EPC, your logo, exported in two clicks
The Platform

Six tools pretending to be one.
Or one tool that actually is.

Sourcing, Lender, Comparables, Broker AI, Investment Lab, and Academy — every layer talks to every other layer. One book, one source of truth, one workflow.

03 / 06

Broker AI

Plain-English answers to BTL policy questions. Trained on your panel. Cites the lender doc. Refuses to guess.

“HMOs in Article 4 areas — which lenders accept without planning?”
Three on your panel: Foundation, CHL, Landbay. Foundation is cleanest — 4.89% 5-yr fixed, no LD restrictions.
Foundation HMO v6.2CHL Article 4Landbay v6.1
01 / 06

Sourcing Hub

Enter the deal once. Policy gates filter ineligibles. Surviving products rank by total cost with ICR baked in.

3,500+ productsStress engine
02 / 06

Lender Hub

Per-lender policy, stress tables, BDM contacts, your private notes. The single source of truth per lender.

60+ lendersLive criteria
04 / 06

Comparable Hub

Land Registry + EPC, scored against your subject. Pin five, export a branded valuation pack.

HM Land RegistryEPC data
05 / 06

Investment Lab

Yield, ROI, BRR, growth forecasts. Six calculators. Branded PDF reports emailed to clients.

6 calculatorsBranded PDFs
06 / 06

Academy Hub

Structured guides, worked case studies, and CPD-worthy content for BTL and specialist property finance — built into the platform so knowledge is always at hand when you need it.

Guides & CPDCase studies
How it works

Spreadsheet to serviced book
in three moves.

No migration project. No training week. Upload, run the analysis, invite the landlord. Insight inside ten minutes.

1

Import the book

Drop any landlord spreadsheet, however messy. Column mapping is automatic. EPC and Land Registry data attaches to every row while you watch.

⏱ 2 min
2

Analyse and prepare

Run lender criteria. Model affordability. Pull comparables. Flag compliance gaps. Work that took an afternoon finishes before the meeting starts.

⏱ 6 min
3

Manage and retain

Invite the landlord into their own branded portal. Every deadline tracked. Every refinance priced and pitched before the fix ends.

⏱ Ongoing
Broker AI — Live Now
Broker-only

Policy answers in seconds. Backed by lender data.

Stop tabbing between lender websites and PDFs. Broker AI answers your BTL policy questions instantly — grounded in your knowledge base, not the open internet. ICR ratios, stress rates, max LTVs, SPV quirks: ask once, get a structured answer.

  • Ask any BTL policy question in plain English
  • Grounded in your lender knowledge base — not the open internet
  • ICR ratios, stress rates, max LTVs, HMO criteria, SPV quirks — all covered
  • Broker-only — never visible to landlord portals
Try P.A.U.L. freeRequest Early Club access
Broker AI
Knowledge-base grounded
What's NatWest's ICR requirement for a limited company BTL at 75% LTV?
Answer summary

NatWest requires 145% ICR stressed at 5.5% for limited company BTL at up to 75% LTV. A personal guarantee from all directors is required.

2yr fixed from 4.89% · product fee £995
5yr fixed from 4.64% · product fee £995
Max loan £2m · min property value £75,000
Answer generated from available knowledge sources · Not financial advice
Ask a policy question…
What brokers are saying

Brokers who switched aren't
going back.

“The sourcing layer alone saves me hours every week. Having lender policy, ICR, and comparables in one place is exactly what I needed.”
EA
Early Access Broker
UK BTL Specialist
“Broker AI is genuinely useful — it cites the lender document so I can verify the answer myself. That's the right way to do it.”
EA
Early Access Broker
Portfolio Mortgage Broker
“Finally a workspace built around how I actually work — not how someone thinks I should work. The lender hub alone is worth it.”
EA
Early Access Broker
BTL & HMO Specialist
“I used to spend the first hour of every morning chasing lender policy updates. Now I just check the hub. Game changer.”
EA
Early Access Broker
Specialist Finance Broker
“The criteria search is the fastest thing I've used. I can screen a portfolio case in minutes rather than half a day.”
EA
Early Access Broker
Portfolio BTL Broker
“The sourcing layer alone saves me hours every week. Having lender policy, ICR, and comparables in one place is exactly what I needed.”
EA
Early Access Broker
UK BTL Specialist
“Broker AI is genuinely useful — it cites the lender document so I can verify the answer myself. That's the right way to do it.”
EA
Early Access Broker
Portfolio Mortgage Broker
“Finally a workspace built around how I actually work — not how someone thinks I should work. The lender hub alone is worth it.”
EA
Early Access Broker
BTL & HMO Specialist
“I used to spend the first hour of every morning chasing lender policy updates. Now I just check the hub. Game changer.”
EA
Early Access Broker
Specialist Finance Broker
“The criteria search is the fastest thing I've used. I can screen a portfolio case in minutes rather than half a day.”
EA
Early Access Broker
Portfolio BTL Broker
“The landlord portal keeps clients engaged between remortgages. I've already had two inbound calls from clients who spotted their fix ending.”
EA
Early Access Broker
BTL & HMO Specialist
“Having everything in one workspace — sourcing, comparables, client portal — means I present so much more confidently now.”
EA
Early Access Broker
UK BTL Specialist
“The ICR calculator connected directly to sourcing results is a detail that makes a huge difference on portfolio cases.”
EA
Early Access Broker
Portfolio Mortgage Broker
“I gave a landlord client access to their portal and they messaged me the same day — it made them feel looked after, which is exactly the point.”
EA
Early Access Broker
BTL & Specialist Finance
“The compliance tracking piece is underrated. EPC deadlines, AST renewals — it all just appears rather than falling through the cracks.”
EA
Early Access Broker
HMO & Portfolio Specialist
“The landlord portal keeps clients engaged between remortgages. I've already had two inbound calls from clients who spotted their fix ending.”
EA
Early Access Broker
BTL & HMO Specialist
“Having everything in one workspace — sourcing, comparables, client portal — means I present so much more confidently now.”
EA
Early Access Broker
UK BTL Specialist
“The ICR calculator connected directly to sourcing results is a detail that makes a huge difference on portfolio cases.”
EA
Early Access Broker
Portfolio Mortgage Broker
“I gave a landlord client access to their portal and they messaged me the same day — it made them feel looked after, which is exactly the point.”
EA
Early Access Broker
BTL & Specialist Finance
“The compliance tracking piece is underrated. EPC deadlines, AST renewals — it all just appears rather than falling through the cracks.”
EA
Early Access Broker
HMO & Portfolio Specialist
Frequently asked

The questions every broker
asks before signing up.

No. If you've used Twenty7Tec or Mortgage Brain, the sourcing layer feels familiar — but it's connected to your landlord book, comparables, and Broker AI. You import your existing book and start working in under ten minutes. No training week.

Early Club · Onboarding power users

Become the system your
landlords run on.

We're onboarding a small group of power-user brokers ahead of public launch. Request access and we'll review your fit personally.

Request Early Club accessSee pricing

Invite-only · Onboarding power users first·Broker AI included·£49.99 / mo per user at public launch