SEE WHO'S READY TO REMORTGAGE
Filter your entire investor book by equity available, LTV and expected remortgage date. Never miss a refinancing window again.
For Mortgage Brokers
Your investor clients are approaching remortgage windows right now. Proxera tells you who, when, and how much equity they have. Call them before someone else does.
Free to set up · No long-term contract · Live in under 48 hoursKnow exactly when fixed-rate periods are expiring across your entire client book. Never miss a refinancing window again.
See the full picture of every investor client’s property portfolio, equity position and outstanding debt in a single dashboard.
Receive alerts when clients are active on their portal. Engagement signals tell you when a conversation is most likely to land.
Your clients log into a platform that carries your brokerage name. Monthly touchpoints keep you front of mind at all times.
SEE WHO'S READY TO REMORTGAGE
Filter your entire investor book by equity available, LTV and expected remortgage date. Never miss a refinancing window again.
HOW IT WORKS
Import your existing clients in minutes. Proxera matches them to their property portfolios automatically. No manual data entry required.
Live valuations, equity positions, rental income and compliance status update automatically. You see everything, they see your branded platform.
Proxera surfaces buying signals, remortgage windows and compliance deadlines. You call first, every time. Your competitors are still waiting for the phone to ring.
The problem
Most mortgage brokers lose business not because they offer a worse deal, but because they wait for clients to make contact. By the time a property investor calls, they have often already explored other options.
Core capabilities
Proxera tracks live property valuations and outstanding mortgage balances to calculate real-time equity for every client. When equity reaches a threshold you define, you receive an alert immediately.
Keep a live view of loan-to-value ratios across all investor clients. Identify clients approaching better rate brackets as property values rise, and make the call before anyone else can.
Making Tax Digital compliance is built into the platform. Your investor clients stay compliant with HMRC quarterly submissions without extra effort. Compliance is a service you now offer by default.
“Our AI wants to know you,Proxera
not just your portfolio.”
Common Questions
Proxera tracks the mortgage data clients connect to the platform, including fixed-rate end dates, current balances and property valuations. When a fixed period is approaching expiry or when equity crosses a meaningful threshold, the platform surfaces that client to you automatically. You do not need to check manually.
They see your branding. Proxera operates as a white-label platform, meaning your investors log into an environment that carries your brokerage name, colours and logo. Proxera is invisible to the end user. Every interaction reinforces your relationship with the client.
Clients connect their property portfolio data to the platform themselves. You receive access to a dashboard view of their equity, LTV, property values and mortgage details. Clients control what they share, and the data is used exclusively to help you serve them better.
No minimum number is required to get started. Proxera works for brokers with a handful of investor clients as well as firms managing hundreds. Pricing scales with usage, so you only pay for what you need.
Proxera is priced at the brokerage level, not per client. You pay a monthly subscription based on your usage tier, and your investor clients access the platform at no cost to them. Visit our pricing page for a full breakdown, or book a demo and we will walk you through the options.
WHAT THEY SAY
I used to wait for clients to call me about remortgaging. Now Proxera tells me who is approaching a window before they have even started thinking about it. My pipeline has never looked healthier.
Three of my best clients nearly went to a competitor because I had no idea their fixed rates were expiring. That does not happen anymore. Proxera catches it first.
ALSO EXPLORE
See how Proxera can transform your investor client relationships. Book a personalised demo and we will show you exactly how it works for your book.
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