Early Club open · Onboarding power-user brokers by invitation · See pricing →
Early Club · invite-only · onboarding power users first

Built with power users. Scale with intelligence.

Portfolio Intelligence is invite-only during the Early Club period. We're onboarding a small group of power-user brokers who fit PortfolioHub ahead of public launch.

Premium feature · Early Club access

Broker AI — your specialist research partner

Plain-English answers to BTL policy questions. Trained on your lender panel. Cites the lender doc. Refuses to guess. Available to Early Club members — unlimited usage, no upcharge.

  • Ask any BTL policy question — ICR, stress, HMO, SPV, Article 4
  • Every answer cites the lender document and version
  • Refuses to guess — built for compliance-grade reliability
  • Broker-only — never visible to landlord portals
Request Early Club accessInvite-only · £49.99 / mo per user at public launch
Early Club

Portfolio Intelligence

Early Club · invite-only

The full platform — Broker AI, automation, compliance intelligence, and unlimited portfolio access. Currently onboarding power users by invite only.

TBC

£49.99 / mo per user when public pricing launches

Invite-only · onboarding power users first

Request Early Club access
PREMIUM

Broker AI

Included

Plain-English BTL policy answers, cited from your lender docs. Trained on your panel. Refuses to guess.

Win-deal intelligence

  • Sourcing Hub — every BTL product ranked by 5-yr cost
  • BTL Criteria Scanner — portfolio vs lender criteria
  • BTL Affordability — multi-lender ICR / DSCR
  • Lender Hub — full criteria + BDM contacts

Evidence & reporting

  • Comparable Hub — EPC + Land Registry sales
  • Branded landlord-facing reports (PDF)
  • Strategic Analysis Letters — AI portfolio reviews
  • XLSX + CSV exports for underwriting packs

Automation & AI

  • AI document extraction (offers, gas, EICR)
  • Compliance Hub — automated tracking & alerts
  • Smart planner with intelligent reminders

Scale

  • Portfolio Import — AI column mapping + enrichment
  • E-signing via DocuSeal
  • Tenant onboarding automation
  • ID verification (Credas) — coming soon
  • TDS deposit protection in-platform — coming soon

Intelligence + retention

  • Compliance Hub — full reporting dashboard
  • Portfolio analytics & yield breakdowns
  • Academy Hub — landlord education
  • Branded landlord portals

Replaces manual work

  • Manual compliance tracking
  • Spreadsheet portfolio management
  • Manual document processing
  • Searching lender criteria yourself
Coming Soon

Enterprise

Built for firms & networks

For networks, agencies, and firms needing multi-broker management and dedicated support.

Custom

Tailored to your organisation

Contact us

Everything in Portfolio Intelligence, plus

Team & Scale

  • Multi-broker team management
  • White-label branding
  • SSO & role-based access

Support

  • Dedicated onboarding & migration
  • Priority support & SLA
  • Custom integrations
  • Dedicated account manager

Manual vs Intelligent

The manual workflow most brokers run on today vs Portfolio Intelligence — with Broker AI — built to remove the friction.

Manual workflow
Portfolio Intelligence
Search lender PDFs for criteria yourself
★ Broker AI · Premium
Broker AI — plain-English answers cited from your lender docs
Re-read criteria every time policy changes
★ Broker AI · Premium
Broker AI surfaces policy changes the moment docs update
Upload and track documents manually
AI reads, extracts, and validates automatically
Check compliance yourself
Compliance Hub — automated alerts before certificates expire
Add properties one at a time
Portfolio Import — any spreadsheet, AI column mapping
Search lender criteria manually
BTL Criteria Scanner — portfolio vs any lender in seconds
Run affordability on one lender at a time
BTL Affordability — multi-lender ICR / DSCR side-by-side
Build evidence packs by hand
Comparable Hub — branded landlord-facing report in minutes
Quote one lender at a time
Sourcing Hub — every BTL product on your panel ranked by cost
Write portfolio reviews in Word
Strategic Analysis Letters — AI-drafted, white-labelled
Landlord calls with every question
Branded landlord portal with Academy Hub self-service
Create agreements by hand
E-signing, onboarding flows, and compliance packs
Basic portfolio overview
Full analytics, yield breakdowns, and risk insights
Limited Early Club places · Power users only

Request Early Club access — invite-only

We're onboarding a small group of power-user brokers as part of the Early Club. Get the full platform, Broker AI included, and direct input on the roadmap. Public pricing launches at £49.99 per user per month.

Request Early Club access

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

What Early Club members get

Broker AI included

Premium AI policy answers cited from your lender docs. Early Club members get unlimited access.

Locked-in early pricing

Onboarded power users keep their bespoke Early Club rate — your pricing stays put when public pricing launches at £49.99 / mo per user.

Shape what we build next

Direct line to the founders. Power users on the Early Club drive the roadmap.

Founding member perks

Permanent recognition + priority on every feature we ship during the Early Club period.

Every plan includes

SSL encryptionUK data hostingEmail supportAutomatic updatesNo setup feesCancel anytime

Frequently asked questions

Everything you need to know about pricing and access.

How do I get access to Portfolio Intelligence?

Portfolio Intelligence is currently invite-only. We're onboarding a small group of power-user brokers as part of the Early Club before public launch. Request access via the Early Club button and we'll be in touch.

What will it cost when public pricing launches?

The published price will be £49.99 per user per month for Portfolio Intelligence. Pricing during the Early Club period is bespoke — we work directly with each broker on what makes sense for their book.

What's included with Portfolio Intelligence?

The full platform — Broker AI, Sourcing Hub, BTL Criteria Scanner, multi-lender affordability, Lender Hub, Comparable Hub, Compliance Hub, portfolio import, AI document extraction, Strategic Analysis Letters, e-signing, branded landlord portals, Academy Hub, unlimited landlords and properties.

What is Broker AI exactly?

A specialist research assistant trained on your lender knowledge base. Ask any BTL policy question in plain English — ICR ratios, stress rates, max LTVs, HMO criteria, SPV quirks — and get a structured answer that cites the source PDF and version.

Do my landlords need to pay?

No. Landlord portal access is included on every plan at no cost to them.

Is my data secure?

All data is encrypted at rest and in transit with row-level security. UK-hosted infrastructure. Your data is never shared or sold.

Join the Early Club

Onboarding a small group of power-user brokers ahead of public launch. Request access and we'll be in touch personally.

Request Early Club accessSee plans

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