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

Brilliant racks up a memorable afternoon for charity

Brilliant Solutions was on cue at Rileys as 70 players and several late arrivals...

Rayner rules out rent controls

Housing Secretary Angela Rayner has ruled out rent controls in England, providing greater certainty...

Mortgage Brain adds Uinsure home insurance quotes to CRM platform

Mortgage Brain has integrated Uinsure with CRM Brain, allowing brokers to arrange buildings and...

Nationwide and Accord the latest to increase rates

Mortgage borrowers have been urged to review their options after Nationwide and Accord increased...

Four in five first-time buyers say schools failed to teach mortgage basics

Almost four in five UK first-time buyers believe their education failed to prepare them...

Latest publication

Other news

Brilliant racks up a memorable afternoon for charity

Brilliant Solutions was on cue at Rileys as 70 players and several late arrivals...

Rayner rules out rent controls

Housing Secretary Angela Rayner has ruled out rent controls in England, providing greater certainty...

Mortgage Brain adds Uinsure home insurance quotes to CRM platform

Mortgage Brain has integrated Uinsure with CRM Brain, allowing brokers to arrange buildings and...