Beta Club now open · £9.99/mo with a 7-day free trial — sign up directly · Start free trial →
Beta Club · £9.99/mo · 7-day free trial · cancel any time

Built with power users. Scale with intelligence.

£9.99 per month during the Beta Club period — Broker AI and the full platform included. Card collected at signup, nothing charged for the first 7 days. Cancel any time.

Premium feature · Beta 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. Included with every Beta Club subscription — 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
Start 7-day free trial£9.99/mo · cancel any time · price locked for 12 months
Beta Club

Portfolio Intelligence

Beta Club · open signup

The full platform — Broker AI, automation, compliance intelligence, and unlimited portfolio access. 7-day free trial, then £9.99/mo locked for 12 months.

£9.99

per month · 7-day free trial · cancel any time

7-day free trial · 12-month price lock · cancel any time

Start 7-day free trial
PREMIUM

Broker AI

Included

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

Win-deal intelligence

  • BTL Criteria Scanner — portfolio vs lender criteria
  • BTL Affordability — multi-lender ICR / DSCR
  • Expat Hub — specialist expat BTL calculator with country + FATF gates
  • Lender Hub — full criteria + BDM contacts
  • Sourcing Hub — every BTL product ranked by 5-yr cost (partnership pending)

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 (partnership pending)
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
Beta Club open · £9.99/mo locked for 12 months

Start your 7-day free trial

Sign up directly — FCA-verified brokers get instant access. Card collected at signup, nothing charged for the first 7 days. £9.99 per month after that, locked in for 12 months. Cancel any time from your settings.

Start 7-day free trial

Beta Club open · Broker AI included · £9.99/mo · cancel any time

What Beta Club members get

Broker AI included

Premium AI policy answers cited from your lender docs. Unlimited for every Beta Club member, no add-on fee.

12-month price lock

Beta Club members keep £9.99/month for a full 12 months from signup. Standard pricing applies after — you'll always have notice before any change.

Shape what we build next

Direct line to the founders. Beta Club brokers drive the product roadmap and get features first.

Founding member perks

Permanent recognition + priority on every feature we ship during the Beta 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?

Sign up directly via the Beta Club button — FCA-verified brokers get instant access. You'll provide your FRN, payment card (no charge for the first 7 days), and the rest of your details, and you're straight into the platform.

What does it cost?

£9.99 per month during the Beta Club period — locked in for 12 months from the day you sign up. The first 7 days are free; we collect your card at signup but nothing is charged until day 8. Cancel any time from your settings.

What's included with Portfolio Intelligence?

The full platform — Broker AI, BTL Criteria Scanner, Expat Hub, 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. Sourcing Hub is in development — we're building our whole-of-panel BTL sourcing engine with lender partners, and it unlocks for every Beta Club member at no extra cost when it goes live.

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 Beta Club

£9.99/month with a 7-day free trial. Card collected at signup, nothing charged for the first 7 days. Cancel any time from your settings.

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