Founding broker
Everything in Solo, at the founding rate — locked for as long as the subscription runs.
£49/month + VAT
- Everything in Solo, plus —
- Locked price, for life of the subscription
- A direct line to the founder
Pricing
Memberships open soonPlain pricing, both sides of the ledger
Brokers pay for the book. The clients they invite get the full product, free. Landlords and developers without a broker start free — up to three properties. Bands count clients, never properties: logging more data never costs more.
Sign-ups aren't open yet — register interest and we'll write when they are.
Annual billing: two months free.
For brokers
Your whole book, always current
Every client's position the moment it changes. Expiring products surface across the book, review requests arrive from your clients, and every application starts with the schedule already done.
Solo
One specialist broker, a book of portfolio clients.
£79/month + VAT
£948 a year. One completed remortgage typically covers it.
- Up to 25 client accounts — unlimited properties per client
- Expiring products surfaced across the whole book
- Review requests from clients, in one inbox
- Sponsored access for every linked client
- Lender-ready Excel export, any portfolio
Firm
A brokerage with several advisers and a larger book.
£199/month + VAT
- Up to 100 client accounts
- Five adviser seats, per-user attribution throughout
- Everything in Solo
Enterprise
Networks and larger desks — six brokers and up, books beyond 100 clients.
From £35per seat / month + VAT
Graduated — the per-seat rate falls as the desk grows. Six-seat minimum (from £235/month), billed monthly.
- Unlimited client accounts — brokers are the priced unit, clients uncapped
- Volume per-seat pricing — see the full schedule below
- SSO (Google / Microsoft)
- Priority support, guided onboarding and bulk data migration
- Audit-log export
Included
Every client you invite rides on your plan. Linked clients get the full product — company structures, multiple users, projections, exports, the lot — at no cost to them, for as long as they're linked to you. Bands count clients, not properties: logging more data never costs more.
Enterprise volume schedule
Per seat / month + VAT · billed monthly · six-seat minimum
- 1–5 seats
- £40
- 6–15
- £35
- 16–30
- £30
- 31–60
- £27.50
- 61+
- £25
Graduated like income tax — each band's rate applies only to the seats in it, so your effective rate falls as the desk grows and never jumps at a threshold. Brokers are the priced unit; clients are unlimited.
For landlords & developers
One source of truth, every entity
Personal names and limited companies, separate and totalled together. Log a valuation in seconds; the history is permanent; the full record is always ready for the next deal.
Free
A taste of the ledger — your first properties, the full history engine.
£0forever
No card. No clock.
- Up to 3 properties
- Full event history — every change dated and kept
- One user
Sponsored
The full product, free — your broker's plan covers it while you're linked.
£0covered by your broker
Every feature, no charge to you.
- The full product — every feature unlocked, unlimited properties
- Mortgage review requests — pick properties, add a note, your broker takes it from there
- Company & trust structures, with the org chart
- Your broker sees the book the moment it changes
- Unlink any time — the record stays yours
See how invitations work
No broker yet? Request an introduction once you're inside — opt-in, never automatic.
In live use across a 500-plus property portfolio.
How the two sides fit
One record, kept current from both ends
1
The broker subscribes
A broker takes a plan and invites their clients — each invitation is a single-use link, and each linked client is sponsored by the broker's plan.
2
Both sides keep one ledger
The property owner logs valuations, rents and refinances; the broker sees the book the moment it changes — every entry shows who logged it, and each change is logged as its own dated entry.
3
The work flows back
Expiring products surface across the book. Clients request reviews from inside their portfolio. Every application starts with the schedule already done.
The rules
Plainly stated
Who pays for an invited client?
The broker. A linked client pays nothing and gets the full product. If you were invited, your access is already covered.
Whose record is it?
The client's, always. If a broker link ends, the record stays with the client — it drops to free-tier limits (their first few properties) until they connect a broker again, and the full history exports whole at any time. Nothing is deleted.
I don't have a broker. Can I still use it?
Yes — start on your own; no broker is required. If you'd like a specialist's eye on your lending, you can request a broker review from inside the product. It's opt-in, and never automatic.
What counts as a client account?
An actively linked client. Archived clients keep their full history and don't count toward your band. Properties are never counted — bands measure clients, not data.
Can my spouse or property manager log in?
Yes, on a Sponsored (broker-linked) account — multiple users, each with their own login, and every entry shows who logged it. A Free account is a single login.
VAT and contracts
Broker prices exclude VAT. Plans are monthly — cancel any time; annual billing gives two months free. Your data exports whole whenever you ask.
Opening soon
Be there when the ledger opens
Memberships aren't open yet. Leave your name and you'll be first in when they open. Founding-broker pricing is held for the first twenty-five firms on the list.