The product

What Primehold does

Primehold is UK property portfolio intelligence software. It takes the figures you record, values, borrowing, rent, ownership and key dates, and turns them into a financial position you can read, question and act on.

Demonstration book
Demonstration book

A whole portfolio position · 12 properties, 3 entities

Portfolio value£2,410,000
Lending£1,442,000
Equity£968,000
Rent a month£11,640
Gross yield5.8%
2.4m1.9m1.4m0.9m201620192023today
ValueLending
A whole portfolio position, one view: 2016 to today.
A whole position, with every mortgage recorded: value, lending, equity, rent and yield read together

Six things Primehold understands

The same six, on every property, every entity and the whole book.

Position
What you own and what it is worth: every property's recorded value, the borrowing against it, and the known equity that follows, per property, per entity and across the book.
Borrowing
What is financed and on what terms: balances, rates, monthly payments, lenders and product end dates, with the ones that are ending or already lapsed brought to the front.
Income
The rent you have recorded, and what remains after the mortgage payments you have recorded. Where a payment is missing, the figure reads not yet available rather than pretending it is nil.
Attention
What needs checking, updating or acting on: a fixed rate about to end, a valuation that has gone stale, a mortgage nobody has recorded, a certificate that applies with nothing on record.
Opportunity
Where the recorded figures support it, the headroom to 75% loan-to-value behind each product end, ranked by money, as something worth investigating at the remortgage. Indicative, before costs and lender criteria.
Trust
What Primehold knows, what it does not yet know, and where the record is incomplete. Figures trace back to the dated entries behind them, and gaps are named as gaps.

Figures with their history

A purchase, a valuation, a remortgage, a rent change: each is an entry with a date and the user who recorded it. Primehold keeps a history of recorded portfolio changes, so a figure on the page can be traced to the entries behind it.

Your portfolio data stays with your account and can be exported at any time, and who can see it and where it lives is answered in writing.

Demonstration book
Demonstration book

14 Bellgrove Terrace · the record

  1. 14 Aug 2026
    RevaluedValuation£152,000+10.1% since 2019

    recorded 14 Aug 2026 · F. Marsh

  2. 02 Apr 2025
    Rent raisedRent review£825 pcm+8.6% since 2016
  3. 19 Sep 2023
    RefinancedRemortgage£98,000

    4.79% on a five year fix

  4. 11 Jun 2019
    RevaluedValuation£138,000+49.2% since 2011

    recorded 11 Jun 2019 · F. Marsh

  5. 05 May 2016
    Rent raisedRent review£760 pcm
  6. 22 Jan 2014
    Buy to let mortgage drawnMortgage£71,250

    4.49% on a two year fix

  7. 08 Mar 2012
    RefurbishedRefurb£14,200

    kitchen, rewire, EPC C

  8. 27 Oct 2011
    Bought at auctionPurchase£92,500
One property's record, 2011 to today.

Built for the whole portfolio

Personal, company and trust

Each entity holds its own properties and figures; the book totals them without blurring who owns what.

A register that scales

Filter by entity, status or what a property needs, sort by what matters, and export the whole book to a clean spreadsheet whenever you ask.

Start from a spreadsheet

Import the portfolio you already keep: Primehold reads your headers, maps your columns and shows a preview before anything is saved.

Optional

Your portfolio, with or without an adviser

Use Primehold on your own. If you already work with an adviser, they can be given access to the same portfolio, so the next conversation starts from figures you both trust. When you want specialist mortgage support, connect with Propertyze.

Primehold is a record-keeping tool, not a regulated financial service. It is not authorised or regulated by the FCA and does not provide financial, tax or legal advice. Where a review is requested, the advice relationship is with a regulated UK adviser.

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