Platform

Compliance, automation & integrations

Automated compliance tracking, AI document processing, end-to-end tenancy workflows, and direct integrations with the services you already use.

Compliance

Built for a more regulated rental landscape

Landlords and the professionals around them are dealing with changing legislation, more process sensitivity, and rising expectations around documentation and evidence.

Portfolio Hub tracks certificate expiry, monitors licensing requirements, logs document service, and helps maintain the audit trail that regulators, insurers, and courts expect.

Ready for the Renters' Rights Act 2025

Tenancy workflows designed around assured periodic tenancies, updated notice requirements, and enhanced compliance obligations.

EPC valid
Valid until Mar 2034
Gas Safety
Certificate current
EICR
Due in 42 days
Deposit protected
TDS custodial
Right to Rent
Check complete
Notice history
3 records logged
AI-Powered

Documents processed in seconds, not hours

Upload mortgage offers, EPC certificates, and compliance documents. Key data is extracted automatically — reducing manual entry and keeping portfolio data current.

Extract lender, rate, and term data from mortgage offers
Pull expiry dates and ratings from compliance certificates
Auto-populate property records — less typing, fewer errors
Mortgage_Offer.pdf
Extracted Data
Lender
NatWest
Product
4.89% 2yr Fixed
Term ends
01 Sep 2026
LTV
72%
Monthly payment
£1,247.00
Property
14 Oakfield Road, Leeds
Core Feature

The complete tenancy lifecycle

Move from tenancy creation to ongoing management with structured workflows, clearer next actions, and reduced admin uncertainty.

Configure

Set tenancy terms, clauses, and deposit details

Generate

Create compliant agreement from templates

E-Sign

Digital signatures for tenant and landlord

Comply

Pre-tenancy compliance checks and documents

Live

Active tenancy with rent and compliance tracking

Manage

Notices, renewals, events, and audit trail

Connects with your existing workflow

Built-in integrations with the services and data sources that matter.

DocuSeal
Land Registry
EPC Register
TDS
Companies House
Google Places
Credas
Resend

Ready to streamline your portfolio?

PortfolioHub unifies financing, compliance, and tenancy management into one shared platform — so brokers retain more clients and landlords never miss a deadline.

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