New broker CRM and business management system unveiled

Published on

Mortgage Magic has officially launched its CRM and business management system for mortgage brokers today.

The firm says its aim is “to transform the lives of mortgage specialists by revolutionising the way in which brokers manage their customers’ mortgage progress from initial enquiry to completion”.

Available for free trial, the cloud based platform offers built in case tracking, optional electronic ID verification, secure GDPR compliant document storage, encrypted email transmission and a compliance function with 100% file checking.

It says that links to sourcing engines and protection providers are also at an advanced stage.

Mortgage Magic also provides an optional qualified lead facility and a business package which includes dynamic website, company branding and social media promotion with CMS.

Tanjir Sugar, Mortgage Magic’s co-founder, said: “Regardless of whether you are a one man operation or a brokerage with multiple offices and staff, Mortgage Magic provides the platform to manage your customers and their mortgage requirements while keeping all of your employees, salespeople and administration staff and, most importantly, your customers fully up to date with case progress.

“This is the most comprehensive and advanced platform on the market and will enable all brokers to compete successfully in a world increasingly dominated by technology. Mortgage Magic will constantly evolve to ensure that it continues to offer the soundest foundation on which advisers can build their businesses.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Survey reveals cost of living pressures and tax fears weighing on mutual’s members

Concerns over the cost of living and the prospect of tax rises continue to...

Hope Capital gains dual recognition for workplace standards

Hope Capital Property Finance has been accredited as a Living Wage Employer and has...

Industry partnership launches 95% funded pathway to address adviser shortage

A national initiative has been launched to confront the growing shortage of qualified financial...

British Business Bank sets out five-year plan to reshape finance for smaller firms

The British Business Bank has outlined plans to deliver what it describes as a...

TRM launches tool to help advisers assess clients’ financial shortfalls

The Right Mortgage & Protection Network has introduced a Shortfall Needs Analysis Calculator designed...

Latest publication

Other news

Council Tax revaluation plan risks unsettling market

Revaluing properties in the top three council tax bands could prove costly and disruptive....

Survey reveals cost of living pressures and tax fears weighing on mutual’s members

Concerns over the cost of living and the prospect of tax rises continue to...

A changing landlord market that still offers solid long-term value

Landlords have faced a tough set of challenges over the past decade. Higher taxes,...