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.”