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

Eight surfaces. One book. No tabs.

PortfolioHub is not a CRM with a mortgage skin. It is the working surface a BTL broker actually needs: sourcing, comparables, policy, numbers, compliance and the landlord relationship, all reading from the same book.

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Portfolio Management

Every landlord and property in one structure.

Sourcing Hub

Built for buy-to-let, with yield and cash flow on every product.

Comparable Hub

Land Registry sales scored against your subject.

Broker AI

Policy answers cited to the lender doc.

Investment Lab

Six calculators, one set of assumptions.

Landlord Portal

A portal your landlords log into every month.

Tenancy Management

Certificates and deadlines on one timeline.

Academy Hub

Guides and case studies, built in.

Portfolio Management System

Your whole book, in one place, finally accurate.

Portfolio Management is the foundation the other seven surfaces read from. Every landlord, every property and every mortgage in one structure, with values, LTVs, rent and equity in one place instead of scattered across files. One record per property, not one row in each of five spreadsheets.

Import, don’t retype. Drop any landlord spreadsheet. Column mapping is automatic, and EPC and Land Registry data attaches to most rows on the way in.
One record per property. Mortgage, tenancy, compliance and documents all hang off the same object.
Live LTV and equity. Values update from comparables data where a match is found; anything ambiguous is flagged for a check rather than guessed at.
Group by landlord or SPV. See a client’s whole position: personal name and limited company side by side.
Sourcing Hub
Partnership pending

Sourcing built for buy-to-let, not adapted for it.

In further development with our lender partners. Generic sourcing systems treat a BTL case like a residential one with a different tickbox. Sourcing Hub starts from the things that actually decide a BTL case (structure, stress and rent) and shows every product alongside the figures the landlord makes the decision on.

BTL criteria, not residential ones. Personal name or SPV, single let or HMO, first-time landlord or portfolio: the gates that actually decide the case.
Yield and cash flow on every row. Gross yield, net yield and monthly cash flow after the mortgage, so a product is judged the way the landlord will judge it.
ICR baked in. Every row shows stressed cover against the rent you entered, so affordability is not a second exercise.
Compare and export. Pin products side by side, then send a branded broker report with the illustrative figures attached.
Comparable Hub

Evidence your valuation before the surveyor does.

Land Registry Price Paid sales, cross-referenced with EPC data for size, age and condition. Candidates are scored against the subject property on distance, date, type and rating, so the five you pin are the five you can defend.

Real sold prices. Registered transactions, not asking prices or portal estimates.
Match scoring. Every candidate scored 0–100 so the weak comparables are obvious.
Down-valuation defence. Pin the best five and attach the evidence to the case.
Landlord-facing pack. Branded to your firm, ready to send without editing.
Broker AI
In testing

Policy answers in seconds, not a BDM callback tomorrow.

Ask in plain English. Broker AI answers from the BTL knowledge base (ICR, stress rates, max LTV, HMO criteria, SPV quirks, first-time landlord rules) and shows you which lender and which clause the answer came from.

Grounded, not guessed. Every answer cites the lender and the criteria it came from.
Case-aware. Pull a case from your book and ask about that client's actual numbers.
Broker-only. Never exposed in the Landlord Portal. Your clients never see it.
Not advice. It surfaces criteria and does the arithmetic. The recommendation stays yours.
Investment Lab

Run the numbers your landlord is about to ask you for.

Six calculators (yield, ROI, BRR, refurb, growth forecasting and cash flow) sharing one set of assumptions. Change the rent once and every output moves. Then send the branded PDF while the client is still on the call.

Six calculators, one model. No re-entering the same purchase price six times.
Gross and net. Costs, voids and interest modelled, so the number survives scrutiny.
Branded PDF reports. Emailed from your firm, not from a generic tool.
Attach to the case. Every scenario saves against the property in your book.
Landlord Portal
In testing

Become the system your landlord runs on.

A portal carrying your firm’s branding, where your landlords keep their compliance, tenancies and documents. They log in to run their portfolio, which means they are in your product every month, not just at remortgage.

Your firm, front and centre. The portal carries your firm’s branding, so landlords experience it as your product rather than a tool you bought in.
They do the data entry. Landlords upload certificates and tenancies. Your book stays current for free.
Retention, not a newsletter. A portal they rely on is harder to leave than a rate alert.
Broker AI stays hidden. Landlords see their portfolio. They never see your tooling.
Tenancy Management

Every certificate, tenancy and deadline on one timeline.

Gas safety, EICR, EPC, deposit protection, AST end dates. Tracked per property across your whole book, with the overdue and near-expiry items pushed to the top, so nothing depends on a calendar entry.

Book-wide view. Not one landlord at a time: all 118 properties in one queue.
Expiries surfaced for you. Overdue and near-expiry items rise to the top of the queue, so nobody has to set a calendar entry.
EPC-aware. Ratings tracked against the properties that will need work, not just the date.
Document vault. The certificate itself is attached, not just a tick and a date.
Academy Hub

Get sharper on BTL without booking a course.

Structured guides, worked case studies and CPD-worthy content on the parts of BTL that cost brokers cases: limited company structures, HMO licensing, portfolio stress testing, EPC reform. Built into the platform so it is at hand when you need it.

15 minutes, not two days. Modules sized to fit between appointments.
CPD-worthy content. Structured guides and worked case studies, built into the platform rather than booked separately.
Updated when rules move. EPC and tax changes rewritten, not appended as errata.
Team-wide. Bring a new adviser up to BTL speed without shadowing you for a month.
Against your current stack

You already own all of this. Just not in one place.

Nothing here is magic. It is the same work you do today, minus the copying between tools and the things that fall through the gaps between them.

Find the right lender
Today
Knowledge Bank, Criteria Brain or the lender’s own site. Directories you read one criterion at a time
PortfolioHub
Criteria Scanner applies every policy gate on the case at once, then shows yield and cash flow per product (in development)
Spot opportunities across a large portfolio
Today
Open the spreadsheet, rebuild the calculations, read every row, then act on figures that were last updated whenever someone remembered
PortfolioHub
Upload the mortgage offer and the record updates itself. One standardised source of truth the whole book is checked against in seconds
Answer a policy question
Today
Email the BDM, wait, chase
PortfolioHub
Broker AI, with the clause it came from
Support a valuation
Today
Hunting addresses one at a time on Rightmove, Zoopla or Mouse Price, then eyeballing distance and sale date yourself
PortfolioHub
Land Registry sales filtered by distance and date, cross-checked against EPC floor area so you are comparing like-for-like, in a branded pack
Track compliance
Today
A spreadsheet the landlord forgot to send back
PortfolioHub
One queue, maintained by the landlord through the portal
Catch the remortgage
Today
Calendar reminders, when they were set
PortfolioHub
Every expiry in your book, surfaced six months out
Stay in front of the client
Today
A newsletter and a Christmas card
PortfolioHub
A portal in your brand they log into monthly
Data & sources

Where the numbers come from.

No scraped portal estimates, no invented indices. Everything PortfolioHub shows you is traceable to a source you can name in front of a client or a compliance officer.

HM Land Registry

Price Paid data: registered sale prices for every comparable, updated monthly.

EPC Register

Ratings, floor area, age and construction: used to score comparables and flag reform risk.

Lender criteria library

BTL policy, stress rates and ICR rules per lender, versioned so you can see what changed.

Companies House

SPV incorporation dates, SIC codes and officers: the things lenders gate limited company cases on.

Your existing book

Portfolio import from spreadsheet or CRM export. Your data stays yours, and leaves when you do.

Your landlords

Certificates, tenancies and documents uploaded through the portal: the freshest source you have.

Not financial advice. Lender criteria change: always confirm before submission.

Eight surfaces.
One afternoon to set up.

Import your book, invite your first landlord, and see what has been sitting in it. £9.99/month during Beta Club, with a 7-day free trial. Card collected at signup, nothing charged for the first 7 days.

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Serious tools. Built by unserious people.