Mortgage Magic has introduced online chat functionality, enabling brokers to chat with clients through the Mortgage Magic CRM portal.
The new chat features means that brokers and their administrators can easily communicate with clients online through Mortgage Magic. The platform can automatically create a chat group that includes the clients, mortgage adviser and any mortgage administrators who are working on the case, making it easier to maintain open communication throughout the advice and application process.
Mortgage Magic covers all areas of the mortgage advice process, from sourcing, conveyancing, general insurance to protection and much more. The cloud-based platform features a built-in CRM system, E-ID verification, direct messaging and secure UK-based document storage that complies with GDPR. It also allows company owners to manage and monitor business activities, provides qualified business leads and has portals for company administrators, advisers, introducers and clients.
Tanjir Sugar, director at Mortgage Magic, said: “We are continually working on enhancements to the Mortgage Magic platform to ensure that it provides brokers with a single, comprehensive solution for running their business. Online chat can provide a quick and easy way to deal with enquiries throughout the advice and application process and by including mortgage administrators as well as advisers,
“Mortgage Magic makes sure that everyone is kept in the loop. The platform has been developed by advisers and IFAs, working alongside technology experts, to deliver a solution that enables intermediary businesses to work more effectively and efficiently, and the introduction of our chat functionality is one more tool that supports this.”
