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Use Cases

Built for brokers. Built for landlords.

Whether you manage portfolios professionally or own investment properties, PortfolioHub gives you the tools and visibility you need.

Two roles. One unified experience.

Brokers and landlords each get tools built for their workflow — but they work from the same data, the same system, the same source of truth.

Your portfolio command centre

Track mortgage expiries across every client, match properties to the right lender products, and surface remortgage opportunities. Instant portfolio MI means your investors make data-driven decisions — and the deeper you integrate with your landlords, the stickier your clients become.

Cross-portfolio mortgage intelligence — every expiry, rate, and LTV at a glance

Surface remortgage windows months before fixed rates end

Invite landlords to their own portal — deeper integration, stronger retention

Lender policy hub with product matching and ICR calculations

Beta Club · £9.99/mo · 7-day free trial

Become the system your
landlords run on.

Sign up in under two minutes — FCA-verified brokers get instant access. Card collected but nothing charged for the first 7 days. £9.99/month after, locked for 12 months. Cancel any time from your settings.

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