Roadmap
What we are building, and what is actually finished.
Plenty of platforms write their roadmap in the present tense. Here is what you can use today, what is in testing, and what is not ready yet.
Follow the road
01
Phase 01
Foundations
In brokers’ handsThe portfolio tool that fills itself in.
Client book and records
Landlord records - contacts, tax status, co-owners
Property records - type, HMO rooms, MUFB units
Ownership verified against Companies House
Self-filling enrichment
AI portfolio import from any spreadsheet
Automated EPC check - rating, expiry, certificate
Land Registry, UPRN and automated valuation
Compliance and documents
EPC, gas, EICR and licence expiries tracked book-wide
Document stores with AI extraction on upload
Broker workspace
Dashboard - what needs attention today, ranked
Portfolio analytics and Excel schedules
Heat map by area or landlord
Lender intelligence
Lender Hub - criteria compared side by side
Criteria Scanner - the rule that knocks each lender out
Growth and client output
Notifications - fixes ending, documents expiring
Portfolio analysis letter, AI-drafted in your branding
Renewal and refinance opportunities
Academy Hub
A structured curriculum for brokers and landlords
Comparable Hub
Sale and rent comparables assembled into an evidence pack
Land Registry sales cross-checked against EPC floor area
Branded valuation pack for the landlord
02
Phase 02
Landlord Portal
In testingThe product becomes two-sided.
Portal access
Invitations by email, branded login
Landlord dashboard - portfolio, compliance, key dates
Engagement scoring, so you know who uses it
Landlord self-service
Landlords see and add their own properties
Read-only tenancy and rent status
Document vault with expiry tracking
Tenant portal
Tenants log in for tenancy details and documents
Tenancy creation and signing
Capture an existing tenancy without re-papering it
Agreement creation with a compliance clause engine
E-signature and tenant onboarding in one flow
Compliance delivery
Pre-tenancy pack served and re-served automatically
Landlord photographs a certificate, AI reads the expiry
Inventory and inspection records
Ongoing management
Live tenancy console
Notices, rent increases and possession flows
Arrears escalation path
03
Phase 03
Premium Functions
In testingThe product stops listing lenders and starts giving answers.
Affordability and policy
Rental stress engine - per-lender ICR and stress figures
Client report naming the policy line that ruled each lender out
Enquiry drafter for cases the engine cannot resolve
Specialist cases
Expat Hub, with sanctions screening
Adverse credit matched against lender tolerance
Broker AI
Plain-English answers from lender and training data, with sources
Planner
Deadlines from the book become a working diary for broker and landlord
04
Phase 04
Live Rates & Automation
Not yet availableLive product sourcing and application automation. Both gated on partnership agreements currently in progress.
Live sourcing
Product search across the panel
Maximum loan per lender under live stress rules
Shortlisted products compared side by side
Client-ready output
Mortgage illustration generated in-platform
What a reversion rate costs versus remortgaging
Application automation
The case is read and the form filled field by field; you review and submit
Per-lender form maps managed centrally
Lender pack export generated from your book
Beta brokers decide what gets built next.
The order of this list is not fixed. The brokers using it tell us what matters, and the roadmap moves.