.png)
.png){kind=small}
NEW
A major upgrade to Genie
Source smarter. Evidence every case.
Buy-to-let mortgage sourcing and portfolio CRM, built for UK brokers.
Genie now holds each landlord's whole portfolio alongside its sourcing engine and considers all of it every time it sources, not just the property being mortgaged. A case runs from the landlord's portfolio to a compliant, evidenced recommendation, and on to the next remortgage, in one place.
No credit card required and no obligation. Or email team@genie.pmdataservices.co.uk
SOUND FAMILIAR?
Too much of a BTL case is admin, not advice.
Portfolio landlords, limited companies, stress rates and lender-by-lender criteria make every case complex, and many brokers still keep client details in one system, source in another and write up their research in a third.
01
Re-keying
The same client and property details typed into every sourcing search.
02
Guesswork
Results that don't say why a lender refers or declines the case.
03
Write-ups
Research evidence and reasons why pieced together after the search.
04
Missed renewals
Deal end dates buried in spreadsheets until the client has gone.
Genie removes those hand-offs: client records fill the search, the search explains every lender's answer, and the compliance evidence comes from the work you've already done.
HOW GENIE WORKS
From the landlord's portfolio to the next remortgage.
01 PORTFOLIO CRM
Every landlord's whole portfolio.
Value, rent, mortgage and LTV for each property, owned personally or through a company. Properties move through their life: being bought, owned, remortgaged and sold.
↻ The new deal's end date sets up the next reminder, and the journey starts again.
BUILT FOR BUY-TO-LET, END TO END
Everything the case needs, at every step.
PORTFOLIO CRM
Limited companies, sorted.
Import companies and LLPs from Companies House, with directors matched to applicants. Adverse credit is recorded once against the right people, so joint debts aren't double counted, and it's used on every search.
SOURCING
Ranked by true cost.
Products, lending criteria and affordability in one search, ranked by true comparison cost rather than headline rate. Payments, fees, maximum LTV, minimum rent and any referral reasons on every result.
SOURCING
Three products, side by side.
Table View lists every product with its full fee breakdown. Pick up to three to compare rates, reversion, fees, APRC, ERCs and referral reasons, ready to talk through with your landlord.
OPTIMISER (PREVIEW)
Find the deal that fits.
The Sourcing Optimiser reruns the case across a grid of rent and loan amounts and maps how the best deal moves. Mortgage Intelligence says which changes are worth making, in plain English.
COMPLIANCE
Costs your client can follow.
Recommend a product and Genie sets out the cost: payments before and after the initial period, fees, total amount repayable, APRC and the payment if interest rates rise, clearly labelled as an illustration rather than an ESIS.
GETTING STARTED
Bring your book with you.
Upload a spreadsheet of clients and properties. Genie matches the columns, checks every row before importing, and matches rows to existing records, so the same file can be imported again to update it. Twenty-five short animated guides show each page the first time you open it.
✓
An admin can prepare the Evidence of Research; the advisor named is the qualified broker responsible, and the person preparing the record is recorded alongside. Every change keeps a read-only version of both PDFs.
WHAT YOU GET
Everything a BTL broker needs, in one place.
✓
BTL sourcing with criteria and affordability
✓
Portfolio CRM and property lifecycle
✓
Table View and side-by-side compare
✓
Companies House import
✓
Lender insights and affordability traces
✓
Remortgage reminders
✓
Sourcing Optimiser (preview)
✓
Spreadsheet import
✓
Evidence of Research PDFs
✓
Team members, advisors and passkeys
✓
Saved searches and provider panels
✓
Zapier integration
“
Buy-to-let brokers want one place for the whole case, not a different system for every stage of it. With this release, Genie becomes the place where the whole case lives: the landlord's portfolio, a search that explains every lender's answer, a compliance file that writes itself as you work, and the reminder that brings the client back when their deal ends. With more landlords buying through companies every year, sourcing those cases correctly is vital, and Genie's technology is built to handle the criteria that come with them. Less admin, more advice.
Angus Stewart, CEO and Founder, PM Data Services
See Genie with your own cases.
Start a 30-day free trial, or book a demo and we'll walk through a live BTL case with you.
No credit card required. Questions? team@genie.pmdataservices.co.uk
All screens show demo data. Genie is a trading name of PM Data Services Ltd.
.png)
email: hello@pmdataservices.co.uk
Tel: 01283 807403