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One workspace forevery propertyon your book.

Sourcing, lender criteria, ICR and remortgage timing — connected in one place. Built for BTL and specialist finance brokers managing complex client portfolios.

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SourcingLender CriteriaICR & Stress TestingRemortgage Planning
Policy-indexed across 60+ UK BTL & specialist lenders
One workspace, every feature

Lots of tools have great features.
Ours has all of them.

Most broker tools nail one job — sourcing in one tab, criteria in another, comparables somewhere else, landlords nowhere. PortfolioHub brings every feature a serious BTL broker needs into a single workspace.

Without PortfolioHub

  • Lender policy research — flipping between BDM emails, lender PDFs and broker portals to confirm one criterion
  • Comparable property hunt — scraping Rightmove, juggling Land Registry exports, eyeballing EPCs across three tabs
  • Excel portfolio spreadsheets — one file per client, copy-pasted from emails, stale before you close it
  • Landlords with no self-serve — clients chase you on WhatsApp because there’s nowhere else to ask
WITH PORTFOLIOHUB

With PortfolioHub

  • Criteria Scanner — type the scenario, get every panel lender that fits, with the policy source cited
  • Comparable Hub — Land Registry + EPC + portal data in one branded pack, exported in two clicks
  • Portfolio Management System — every property, fix-end, valuation and EPC tracked live in one view
  • Landlord Portal + Ask Paul — landlords run their own portal; Ask Paul handles the easy questions 24/7
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 Partnership pending

In further development with our lender partners. Enter the deal once; policy gates filter ineligibles and survivors 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
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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…
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.

Beta Club · £9.99/mo · 7-day free trial

Become the system your
landlords run on.

Sign up in under two minutes — FCA-verified brokers get instant access. Card collected but nothing charged for the first 7 days. £9.99/month after, locked for 12 months. Cancel any time from your settings.

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Beta Club open·Broker AI included·£9.99/mo · 7-day free trial · cancel any time