Mortgage Magic Is the Only Access You Need to Run Your Mortgage Business
From lead management and call recording to compliance monitoring and adviser onboarding — everything is covered in one streamlined platform. One simple, powerful, and most efficient solution.
1 Platform
Replaces 10–15 separate tools
£85/mo
vs £200–755/mo fragmented stack
100%
Automated compliance file checks
One Login
Every tool. Every workflow.
AI-Powered Sourcing
- Smart mortgage sourcing across high street, specialist, bridging and commercial lenders
- Instant lender criteria management — always up to date
- Dynamic affordability calculator comparing eligibility across multiple lenders
- Powered by our natively built AI sourcing engine
- One-click product-to-case flow with full audit trail
Full CRM & Case Management
- Full pipeline, tasks, notes, documents, and SLAs in one place
- Lead management and distribution across your team
- Client diary and calendar with automated reminders
- Centralised client records with complete case history
- Automated reminders and task management
- Custom workflows for individual brokers or teams
AI-Powered Compliance
- 100% automated file checks — every file, every time
- FCA audit trails and timestamped records
- Documents Library, Complaints Register, Breach Register, SMCR management
- RegData submissions handled on your behalf
- Annual compliance visit and FCA audit support
- AI-powered compliance checks with 100% human oversight
Client Mobile App — Finance Magic Partner
- Real-time mortgage tracking for your clients
- Secure document uploads from any device
- Video calls directly within the app
- Live rate checking and product notifications
- In-app messaging and secure communications
- E-ID verification and digital signatures
- Available on iOS and Android
E-ID / KYC / AML
- Electronic identity verification for all clients
- PEP and sanctions screening — automated and ongoing
- Automated document verification and validation
- Integrated with TransUnion and Experian for credit data
- Full audit trail for regulatory inspections
Digital Marketing Suite
- Lead funnels, landing pages, and lead capture forms
- AI-powered marketing hub for content and campaigns
- Social post creation, scheduling, and compliance approval log
- AI Chat Agent for your website
- SEO and content optimisation managed for you
- Ad campaign management: Google, Facebook, Instagram
White Label Capability
- Full white-label capability for networks, clubs, lenders, and estate agents
- Your logo, colours, domain, and email templates throughout
- Bespoke branded client-facing mobile app
- Go live in weeks, not years
- White Label App Only or Full AI ecosystem available
VOIP Calls & Call Recording
- Built-in VOIP calling — make and receive calls directly from the platform
- Full call recording linked to the client file and case record
- Instantly retrievable recordings for compliance and FCA review
- SMS, email and WhatsApp messaging integrated in one inbox
- All communications timestamped and attached to the audit trail
- No separate VOIP licence required — all included in one subscription
Digital & AI Powered Agentic Tools
- Marketing automation — automated emails, SMS, and WhatsApp sequences
- AI agents that check compliance files and flag issues in real-time
- Automated missing-item chasers sent to clients and brokers
- AI Chat Agent on your website converting visitors to leads
- Smart affordability triage — AI pre-screens cases before adviser review
- Social post scheduling, ad campaigns, and SEO managed automatically
Security & Infrastructure
- UK-hosted on UK cloud infrastructure — data never leaves the UK
- GDPR compliant and ICO registered
- AES-256 encryption at rest and in transit
- Role-based access controls and multi-team permissions
- Regular penetration testing and third-party security audits
Built to the highest international standards
Three independent ISO certifications — covering security, quality, and AI governance — give you and your clients complete confidence in our platform.
ISO 27001:2013
Information Security Management
Your data is protected to the highest international standard. All systems, processes, and data handling are independently audited and certified.
ISO 9001:2015
Quality Management System
Our platform development, support, and service delivery meet the globally recognised standard for quality management and continuous improvement.
ISO 42001:2023
AI Management System
One of the first mortgage technology platforms certified to the new global standard for responsible AI governance, transparency, and risk management.
Certified and independently audited. ISO 42001:2023 makes Mortgage Magic™ one of the UK's first mortgage technology platforms to hold AI management system certification.
Ready to See it in Action?
Explore the full platform or book a personalised demo with our team.