One price. Everything that’s live today.
PortfolioHub is one product in an open Beta, and Beta Club is limited to 50 seats. No per-module pricing, no upsell for the useful parts. If you run a larger firm, talk to us and we will price it properly. See every feature by phase.
For a single broker. Guaranteed at this price for twelve months from signup. Limited to 50 seats.
Card collected at signup. Nothing charged for the first seven days.
For brokerages running a team across a shared book. Priced on the size of the firm, not on a list.
Tell us how many advisers and how big the book. We will come back with a number.
Built with our brokers, not just for them.
We run regular feedback reviews with the brokers using PortfolioHub. What ships next is shaped by what they tell us, not just our own roadmap.
Every feature, phase by phase.
Phase 01 is live and in use today. Phases 02 and 03 are in testing. Phase 04 depends on partnership agreements and has no date. Full plan on the Roadmap.
Foundations
Live nowThe portfolio tool that fills itself in.Portfolio Import
Any spreadsheet, any format. EPC records, Land Registry history and valuations pulled in automatically.
Client Book
Every landlord and property in one record. Ownership checked against Companies House.
Compliance Tracking
EPC ratings and HMO licence status fetched from public registers. Expiries flagged before they hit a case.
Broker Dashboard
Portfolio value, debt and equity across your whole book. Upcoming refinances and the proc fees they represent.
Lender Hub & Criteria Scanner
Match any case against your full panel in seconds. Current rate and policy data, no criteria PDFs.
Property Heat Map
Every property in your book, plotted geographically. See where the book is concentrated at a glance.
Portfolio Letter
AI-drafted portfolio analysis letter per landlord, ready to send.
Comparable Hub
Sale and rent comparables, packaged as a branded valuation pack for your landlord.
AcademyHub
Platform training built in from day one.
Landlord Portal
In testingIncluded at the same priceThe product becomes two-sided.Branded Client Login
Landlords log in under your brand and see their full portfolio, compliance status and key dates.
Landlord Self-Service
Clients add and manage their own properties. Documents stored in a vault with expiry tracking.
Tenant Portal
Tenants access their own documents and tenancy details without going through you.
Tenancy Creation & E-Signature
Build a tenancy agreement, apply the right compliance clauses and collect signatures in one flow.
Compliance Delivery
Pre-tenancy pack served automatically. Photograph a certificate and the expiry date reads itself.
Ongoing Management
Rent notices, possession flows and arrears escalation, managed from the same place as the mortgage book.
Premium Functions
In testingIncluded at the same priceStops listing lenders. Starts giving answers.Affordability & Policy
Per-lender ICR and stress figures, plus the exact policy line that ruled each lender out.
Specialist Cases
Expat Hub with sanctions screening. Adverse credit matched to lender tolerance.
Broker AI
Plain-English answers from lender and training data, with sources.
Planner
Deadlines from your book become a working diary for you and your landlords.
Live Rates & Automation
LaterGated on partnership agreements currently in progress.Live Sourcing
Search products across the panel. Maximum loan per lender, shortlisted side by side.
Client-Ready Output
Mortgage illustrations generated in-platform, with reversion versus remortgage costs.
Application Automation
The form is filled field by field. You review and submit.
Features in testing are still being refined with Beta Club members, so details may change. Phase 04 is the direction, not a promise: it is not sold, demoed or dated yet.
The bits people ask about.
What happens after the seven days?
Billing starts at £9.99 a month, guaranteed to stay there for twelve months from signup. Cancel from your settings at any point before the trial ends and nothing is taken.
Why collect a card for a free trial?
Because you will be importing a real client book, and we would rather set the account up properly once than make you migrate it twice.
Does the price go up after twelve months?
£9.99 is guaranteed for twelve months from signup. We will tell you well before anything changes after that.
How many Beta Club seats are there?
Fifty. Beta Club is limited to 50 seats.
When does Enterprise make sense?
When more than one adviser needs to work the same book, or when your firm has procurement, data or onboarding requirements that need answering before anyone signs anything.
Does my feedback actually change the product?
Yes. We run regular feedback reviews with our Beta brokers, and what you tell us feeds directly into what we build next.
Who can sign up?
UK property professionals. Brokers are verified at signup, and FCA-verified brokers get access immediately.
Ten pounds a month, or a conversation.
Import your book, invite your first landlord, and see what has been sitting in it.
Serious tools. Built by unserious people.