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Revolutionise Your Buy-to-Let
Mortgage Sourcing with Genie
A single seamless search combines affordability rules, lenders' detailed criteria and product pricing
As an individual broker, spend less time searching and more time closing deals.
No credit card required
and obligation-free.
Why is Buy-to-Let Mortgage Sourcing so Challenging?
With over 100 UK lenders and thousands of products, each with unique criteria, affordability rules, rates, and fees, it's difficult to find the best deal for your customer.
Lenders have complex eligibility rules for expats, holiday lets, HMOs, MUFBs, large portfolios, foreign nationals, property location, etc. which makes sourcing challenging.
It is not unusual to spend hours navigating lenders' criteria and affordability calculators for a single property, often resulting in choosing the first product that 'fits' but that might not be the best solution for your client.
Other sourcing tools only look at a limit number of criteria at one time, leading to suboptimal deals or having start the search process again when you realise there is additional things you need to consider.
Traditional sourcing tools can result in missed opportunities, higher costs, longer time to source, frustrated clients and lower acceptance rates for mortgage applications
Why Choose Genie?
Unlike Traditional Tools, Genie Does it all in one search.
Traditional sourcing tools prioritise price and force you to check criteria and affordability separately. Genie is different:
Whole market search - Genie includes all BTL lenders in the market, with comprehensive lenders' criteria, affordability rules & product pricing.
Instant eligibility - know if a product fits your customer's circumstances before you apply - giving you a higher acceptance rate and less need to repeat a search.
Full transparency - Genie's Insights tab shows why a particular lender is unavailable for your client from a criteria perspective. Also, rental affordability is calculated for every product showing what borrowing is available at current rent.
Simplify and speed up your searching - no more switching between sourcing and criteria platforms.
Save hours on every lead. Reduce costs. Deliver better outcomes.
Genie's Powerful Features
Single Seamless Search
Combines detailed affordability rules, lenders' criteria, product pricing, all in one simple search to give the best deal for your customer.
Any Client, Any Property
Whatever the situation be it an expat customer, holiday let, HMO, MUFB, large portfolio or other complexity, Genie handles every scenario with ease.
Automated Affordability
Genie calculates affordability instantly for every valid product whether a limited company or personal acquisition and recognises different property types.
Full Cost Breakdown
Genie will calculate the initial term cost, all fees, interest rates, early redemption charges, and maximum affordable loan.
It's crystal clear, allowing direct comparison between different product offerings.
Insights Tab
True visibility of the market. For every search Genie will show which lenders' products are available and if not, why not.
Evidence of Research
Once your search is completed you can generate professional, client-ready reports in seconds.
How it works
01
You Enter Client's Details and Property Details
You enter the customer and property details. Such as age, credit history, portfolio size, property value, rental income and dwelling type.
02
Genie scans the market
Genie instantly reviews the availability of thousands of products from the whole market applying every relevant rule and affordability check.
03
You Get Personalised Result
A prioritised list of mortgage options that truly fit your customer's needs is delivered in seconds, that shows full costs, eligibility and maximum available loan.
Benefits Genie brings you
Save Hours Per Lead
Reduce operational costs significantly and permit greater focus on your business.
Better Customer Outcomes
Tailored, accurate matches build trust and loyalty.
Improve Lender Acceptance
Get it right first time for faster underwriting decisions.
Stand Out in the Market
Deliver faster, smarter recommendations to your clients
Confidence in Every Recommendation
Full transparency with the Insights tab – see every lender and product and whether or not your client is eligible.
Separately Available : Customer Facing Mortgage Calculator
Contact us about our interactive Buy-to-Let calculator which uniquely includes key criteria and affordability onto your website to drive 24/7 leads.
🆕 (Optional add-on)
Automate your sourcing workflow
Connect Genie with your CRM via Zapier
Connect Genie to your CRM and automate your entire sourcing workflow.
Push client requirements from HubSpot, Salesforce, Pipedrive, or 6,000+ other apps, get one click login to Genie to source results instantly.
🔗
New lead in CRM? Genie creates the search automatically, no manual entry.
Auto-Push from CRM
✨
One click from CRM to signed-in Genie with sourced results ready.
One Click Login
⚡
Configure in minutes using Zapier, no developers needed.
No Code Setup
Contact us to enable Zapier integration for your account.
(One-off set-up fee applies)
How Brokers Use Genie Automation
Real-world examples of how API integration transforms BTL workflows
New Lead in CRM → Instant Genie Access
When a new enquiry lands in your CRM (e.g. HubSpot, Salesforce, or Pipedrive, etc.), Zapier immediately pushes the client's property and borrower details into Genie. The connector returns a one click login to Genie to deliver directly to the assigned adviser. Click it and you're taken straight into Genie, already signed in and viewing that client's sourced results—no searching, no setup.
📋
Lead Form Submission → Adviser-Ready Search
When a prospective landlord completes a BTL enquiry form (via Typeform or your website), Zapier sends their requirements to Genie and delivers the a link to the assigned adviser by email or other collaboration tools. The adviser arrives at the client call with a fully sourced mortgage search already loaded and waiting.
📝
Appointment Booked → Prepared Adviser
When a client books a BTL mortgage consultation via Calendly or similar tool, Zapier pushes their requirements to Genie and sends the adviser a link ahead of the meeting. No last-minute data entry—just click and advise.
📅
Deal Stage Updated → Refreshed Search
🔄
As a client progresses through your pipeline and their requirements are refined, an update to their requirements from your CRM can trigger a fresh request to Genie. A new link is sent to the adviser immediately, ensuring they always have access to the most current search without needing to rekey anything.
Transform Your Buy-to-Let Mortgage Sourcing Experience Today
Join a growing network of brokers and lenders using Genie to achieve smarter, faster, and more accurate mortgage solutions.
With Genie, you're not just saving time. You're building long-term client trust, increasing repeat business and standing out in a competitive market.