Founding price £49 a month · first 25 firms
Your client book, turned into a remortgage pipeline
Primehold holds the portfolios your clients own, not the cases you are working. One completed remortgage typically covers it, and the clients you invite get the full product free.
The case, in the order a broker asks it
Every client's portfolio, in one book
Valuations, rents, lenders, rates and expiry dates for every property your clients own, on one screen. Not a pipeline of cases you are working: the standing record of what they hold, between cases.
The expiring-loan radar
The reason this pays for itself. You see which of your clients' mortgage products end within six months without opening a file, so the remortgage conversation starts with you rather than with their inbox.
Review requests, answered with data
Clients ask you to look at the properties they are unsure about, and keep their own figures current while they do. What reaches you is dated and attributable, so the case you build sits on evidence rather than recollection.
A lender-ready export, one click
The whole portfolio out to a clean spreadsheet, whole, whenever you need it, including the history behind each figure.
Not a pipeline tool, and not a CRM
Broker software tracks the case from enquiry to completion, then goes quiet until the next one. Primehold holds what the client owns in between: the record that tells you when their next conversation is due.
| Question | Broker software | Primehold |
|---|---|---|
| What it holds | The case, from enquiry to completion | The portfolio the case is about |
| When it is current | While a case is live | Every day, kept by the client and by you |
| What it tells you | Where each case stands today | Which client's next conversation is due |
| Where it sits | Your processing system | Alongside it, replacing none of it |
Built by Scott West, a practising specialist mortgage broker, on his own client book first.
What it costs
Bands count client accounts, never properties: logging more data never costs more. Founding brokers hold their price for the life of the subscription. Something the pricing page does not answer? Ask a question.