Product
Memberships open soonThe property portfolio ledger
Every property, every valuation, every mortgage, every rent — held in one place, across personal names and limited companies. A changed figure is a new dated entry — the history stays on the record, and the lender-ready schedule exports in one click.
Your broker's pipeline tools manage the mortgage application. Primehold holds the thing the applications are about — the portfolio itself, kept current by you and your broker together.
Start free with your first three properties. Connect a broker and the full product is sponsored — free to you.
- Portfolio value
- £2,410,000
- Lending
- £1,442,000
- Equity
- £968,000
- Rent / month
- £11,640
- Net yield
- 5.8%
The whole portfolio, one view
Every property, with its numbers beside it
Value, LTV, loan, rent, mortgage payment, profit, yield, rate, lender — computed live for every property, totalled per portfolio, per company, per client. Expired products tint the row; sold positions stay on the record.
| Property | Status | Value | LTV | Rent pcm | Rate | Lender |
|---|---|---|---|---|---|---|
| 12 Oak Terrace, M14 | Let | £245,000 | 70.0% | £1,180 | 5.39% | Paragon |
| 8 Mill Court, LS6 | Let | £198,000 | 65.0% | £995 | 4.84% | Shawbrook |
| 26 Bridge Road, BD1 | Refurb | £162,000 | 75.0% | — | 5.60% | Together |
| 5 Carter Street, S2 | Fix expired | £171,000 | 78.0% | £1,240 | 6.95% | Precise |
| Total — 4 properties | £776,000 | 71.5% | £3,415 |
The history behind every figure
Fifteen years, one record
Purchased for £92,500 at auction in 2011. Refurbished. Mortgaged, remortgaged, re-let, revalued — fifteen years of decisions, every one dated and attributed. Valued at £152,000 today, and the ledger can show its working.
The longer you keep the record, the more it knows about how your portfolio behaves. That history is yours — it exports whole, any time.
- 2026Valuation+10.1%
Revalued to £152,000
- 2025Rent review+4.4%
Rent raised to £825 pcm
- 2023Remortgage
Refinanced — £98,000 at 4.79%, 5-yr fix
- 2019Valuation+12.2%
Revalued to £138,000
- 2016Rent review
Rent raised to £760 pcm
- 2014Mortgage
BTL mortgage — £71,250 at 4.49%
- 2012Refurb
Refurbished — £14,200 (kitchen, rewire, EPC C)
- 2011Purchase
Bought at auction — £92,500
Every entity
Companies, trusts and family — mapped
Personal holdings, limited companies and trusts, held separately and totalled together — with the ownership structure drawn the way you'd sketch it. Each entity carries its own figures; the structure carries the whole.
Five-year portfolio projections
The record looks forward too
Five-year projection from today's position, compounding annually — growth assumptions are yours to set. Solid lines are the record; dashed is the projection. Estimates, clearly marked as estimates.
Start from the spreadsheet you have
Import the portfolio you already keep — the wizard reads your headers, maps your columns and shows you a preview and the exact count before anything is saved.
Keep it current in seconds
A valuation, a rent rise, a remortgage — logged in moments, dated, attributed to whoever logged it. Your broker sees the book the moment it changes.
Lender-ready in one click
Any portfolio exports to a clean Excel schedule in the format brokers and lenders ask for. The spreadsheet you used to rebuild for every application — already done.
One ledger, two seats
The same record, two reasons to care
Brokers and the property owners they serve keep the same ledger — that's the point. Pick your seat for the detail.
The renewals come back to you
Every product end date across the whole book, surfaced months before it lapses — with the lender and expiry status beside each one. The remortgage conversation starts with you, not with whoever writes to your client first.
Review requests, straight from the source
Clients pick the properties they want looked at and ask from inside their own portfolio. The request lands in your inbox with the schedule ready in-app — no "can you send me the latest spreadsheet".
Your firm, your seats
Add brokers to the firm and name an admin. Every entry on every record shows which adviser logged it — the book stays accountable as the desk grows.
Every client you invite, sponsored
Linked clients get the full product on your plan — company structures, multiple users, projections, exports — and what they keep current, you see the moment it changes.
Why it exists
Primehold was built by a practising specialist mortgage broker who got tired of rebuilding the same portfolio spreadsheet for every application — and of watching clients' records drift out of date between deals. It is the ledger he wanted his own clients to have.
Primehold is software for keeping portfolio records — not regulated mortgage advice. Where a review is requested, the advice relationship is with a regulated UK broker.
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.