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MortgagesSMEsHigh-Net-WorthDevelopers

BTL & Portfolio Lending

Portfolio refinances, SPV structures, mixed-use HMOs.

Portfolio landlords and SPVs deserve a partner who reads the whole portfolio, not just the next property.

Ticket size

£500K – £40M

Turnaround

Decision in 5 days

Capital partners

38+

Composes with

3 sectors

Key highlights

What sets this apart.

Portfolio aggregation

SPV-friendly

HMO / MUFB

The problem

Why this capability exists.

Portfolio landlords are penalised by lenders who only score the next property — ignoring the strength of the whole book.

Our approach

  1. 01

    Build a portfolio dashboard with stress-tested coverage ratios.

  2. 02

    Match against lenders that aggregate portfolio income.

  3. 03

    Stagger refinances to optimise rates and product fees.

Outcomes you can expect

  • Average gearing increase of 11% vs incumbent
  • 12-day average decision-in-principle
  • 60+ active portfolio relationships

Typical structures

How btl & portfolio lending deals are commonly built.

Indicative structures we orchestrate across our capital partners. Final terms depend on borrower profile, asset and exit.

01

Capital & Interest

Standard amortising loan, 5–30yr terms, fixed or tracker.

02

Interest-Only

Asset-backed exit; common for HNW, BTL portfolios and private bank clients.

03

Offset / Lombard

Liquid assets pledged to reduce effective rate; private bank structures.

Library OS

Live signal · stack ideas · audience fit.

Three modules that turn this capability page into an orchestration view, not a brochure.

Lender appetite right now

What our desk is seeing on this capability this week.

  • up

    Specialist bridging house · Refurb-to-let bridge

    Reopened postcode list across NW + Yorkshire. Faster valuations via desktop AVM.

    Now lending to 80% LTV (was 75%)

  • down

    Tier-1 challenger bank · Senior development

    Credit committee re-priced post-MPC. Repeat sponsors with delivered comparables only.

    −25 bps on 65% LTGDV

  • down

    Family-office mezzanine · Stretched mezz on resi dev

    Rotating out of equity into debt. Wants £3–8m strips, full QS oversight.

    Hurdle IRR cut 150 bps for repeat sponsors

Who this fits

Audience fit, scored from the brief.

  • SME founders & CFOs

    100%

    Working capital, growth funding, asset finance, invoice finance.

  • Property developers & investors

    75%

    Bridging, development finance, BTL portfolios, refurb-to-let.

  • HNW & family offices

    50%

    Structured credit, complex cases, cross-border, tax-efficient capital.

  • Brokers & intermediaries

    0%

    Lender intel, criteria shifts, packaging playbooks.

Test the fit

Two interactive tools, no credit footprint.

Score your eligibility and model the deal economics before you ever talk to us.

Eligibility quick-check

Get an instant indication.

Five quick questions. No credit footprint. We'll show you a fit score and what to do next.

  • Is the asset based in the UK or selected EU jurisdictions?
  • Do you have a clear exit (sale, refinance, term loan)?
  • Have you completed a similar transaction in the last 5 years?
  • Can you contribute 25%+ equity / deposit?
  • Is borrower credit history broadly clean?
0

0/5 answered

Answer to see your fit score

Scenario calculator

Model the deal.

Indicative only — final pricing reflects your actual lender quote.

£1.50m
8.50%
18 mo

Monthly

£89k

Total interest

£103k

Arrangement fee

£30k

Effective APR

9.83%

What happens next

Lender panel preview & document checklist.

Indicative lender match

Who we'd quote on day one.

Anonymised preview from our 90+ lender panel. Real allocations are tuned to your file.

  • Tier-1 Clearing Bank ATier 1

    Term & RCF

    Indic. BoE +1.95%

  • Specialist Bridging Bank BSpecialist

    Bridging / Refurb

    Indic. 0.79%/mo

  • Private Bank CPrivate

    Lombard / Mortgage

    Indic. BoE +1.30%

  • Alt Lender DAlt

    Stretched Senior

    Indic. 9.25% pa

  • Specialist Dev Lender ESpecialist

    Senior Development

    Indic. 10.45% pa

  • JV Equity Partner FAlt

    Mezz / JV

    Indic. 12% pref + share

Document checklist

What we'll need.

Indicative pack to get you a credit-quality answer in days, not weeks.

  • Photo ID + proof of address (all parties)
  • Last 3 months bank statements
  • Asset / scheme summary or sales particulars
  • Schedule of works (if refurb / dev)
  • Personal asset & liability statement
  • Latest filed accounts (if SPV / corporate)
  • Source of deposit evidence
  • Exit evidence (sale memo / refinance AIP)

FAQs

Frequently asked

The questions clients always ask.

  • Same business day for clean bridging cases; 24–48 hours for development senior debt; 3–5 days for complex private-bank mortgages.

  • No. Enquiries are soft-search only until you formally accept terms.

  • Yes — selected jurisdictions across the EU, Channel Islands, and prime international markets via private-bank partners.

  • Brokerage is paid by the lender on completion in most cases. For complex structuring engagements we agree a success fee in advance.

Short enquiry

Tell us about your btl & portfolio lending requirement.

A specialist will respond within one business hour. No credit footprint.

Linked to BTL & Portfolio Lending. No credit footprint.