The problem most brokers face, how PortfolioHub solves it, and the full set of capabilities built into the platform.
Brokers lose remortgage deals when they can't see expiries across their clients. Landlords face fines when compliance certificates lapse without warning. The root cause is the same — no shared system connecting the two.
When brokers and landlords share one system, portfolios stay aligned, opportunities surface faster, and clients stay longer.
See every property, mortgage, and deadline across your portfolio at a glance.
EPC, gas safety, EICR, and deposit protection tracked automatically with expiry alerts.
Create agreements, collect signatures, and manage tenancies in the right sequence.
Brokers and landlords work from the same data. Deeper integration creates stickier relationships and surfaces more opportunities.
Not a toy. Not a spreadsheet replacement. A proper system with the workflows brokers and landlords actually need.
Add a postcode and we pull the address, EPC data, floor plans, and energy ratings automatically.
Right to Rent checks via Credas integration — digital identity verification without the paperwork.
Generate tenancy agreements and collect legally binding signatures digitally via DocuSeal. No printing, no scanning.
EPC, gas safety, EICR, deposit protection, How to Rent guide, and prescribed information — all tracked with expiry alerts.
Register deposits with TDS directly from the platform. Custodial or insured — prescribed information generated automatically.
Section 8 grounds, notice periods, evidence linking, and service logs. Manage the full possession process in one place.
Section 13 notices with proposed amounts, evidence uploads, and tenant communications — all documented and tracked.
Escalation workflows, legal instruction routing, and communication logs to handle late payments systematically.
LTV, yield, cash flow, mortgage expiries, and compliance risk — calculated in real time across every property.
PortfolioHub unifies financing, compliance, and tenancy management into one shared platform — so brokers retain more clients and landlords never miss a deadline.
Free during early access · No credit card required