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Our intelligent tool provide updates daily with data from :
90
+
Lenders
1,000
+
Mortgage Products
10,000
+
Lending Criteria and Affordability Rules
7
+
Years experience*
We simplify complex data landscapes, expertly managing ever-evolving information to deliver better results for you and your customers.
The Power of Genie Technology
Our cutting-edge sourcing engine consolidates all this data into one intelligent platform, delivering accurate search results in milliseconds.
Proven Technology for Brokers and Lenders
*Our technology has been operating for over seven years allowing mortgage brokers to find the best BTL mortgage with ease.
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Now, this revolutionary capability is available to you, offering:
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Comprehensive BTL mortgage searches for the whole market
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Automated matching of the customer's profile and property details against lenders' lending criteria and affordability rules for the whole market - including portfolio affordability
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Visibility of why a particular lender or for product is not available to your client
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Unmatched precision and efficiency in a unified platform.
Benefits Genie Brings You
Saves Time
Instantly source and find the best mortgage deals and more options.
Increased Accuracy
Achieve better customer outcomes by finding those niche deals with ease.
Streamline Operations
Simplify your Buy-to-Let mortgage sourcing processes. Link to your website for dynamic, customer led sales.
Save Cost
Save hours on every lead, reducing your operational costs significantly.
Tailored Solutions
We can operate with any CRM system via an API. Whole of market or panel. We can tailor solutions to fit your specific requirements.
Reliable Technology
A secure, scalable and resilient system hosted in Microsoft Axure
How it works
01
You enter client's details
You enter the customer and property details. This can be from within your existing CRM system
02
Genie scans the market
The data is passed to Genie (which can be via an API). Genie instantly reviews the availability of thousands of products from the whole market (or a restricted panel) a applying every relevant rule and affordability check
03
You receive a list of available mortgage products
A prioritised list of mortgage options that truly fit your customer's needs is delivered in seconds
Delivery Options for Brokers
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Features
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Seamless API integration into your CRM for end-to-end functionality.
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Provides a prioritised list of every mortgage that matches detailed criteria and affordability rules.
Features
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Custom-branded microsites hosted by PM Data Services
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Designed for fast deployment
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Provides you with a browser-based tool that gives you a prioritised list of lenders that match criteria and affordability rules
Features
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Enhanced Buy-to-Let calculator
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Identify the best deals quickly with key criteria
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Designed for internal staff
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Identify better deals available if you're close to an affordability boundary.​
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Features
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Advanced Buy-to-Let calculator for landlords
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User friendly
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Shows the best available mortgage deals that meet key criteria and rental income details
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Acts as a lead generator
Streamline Operations Process for Lenders
If you're a Buy-to-Let mortgage lender, our solutions optimise workflows and save valuable time.
Pre-Qualification Technology
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Enable brokers and landlords to validate lending criteria and affordability upfront.
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Allow your team to focus on applications that meet your specific criteria.
Intelligent Insights
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Analyse rejected applications for actionable insights.
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Refine and evolve your product offerings to meet market demand.
Comprehensive Market Sourcing
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Leverage advanced segmentation and affordability calculations.
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Get faster, smarter results with a unified, intelligent platform.
Who we are?
PM Data Services combines decades of expertise in financial services and IT to create solutions that empower brokers, lenders, and landlords.
Expertise
We partner with you to deliver transformative results.
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​Innovation
Our adaptive technology evolves with your needs.
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Solutions
We simplify complexity with cutting-edge tools.
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