The Complete Network Management Platform
Digital AR onboarding. 100% compliance oversight. Financial management. T&C, SM&CR, training & exams. Everything your network needs to recruit, manage, and grow — under one platform.
100%
Automated file checks on every case
Days
AR onboarding — not months
One Platform
Compliance, finance & training
Full Oversight
Every AR, every case, in real-time
Everything Your Network Needs. One Platform.
Stop managing compliance with spreadsheets. Stop chasing ARs for paperwork. Stop reconciling income manually. Mortgage Magic automates everything — so you can focus on growing your network.
Fully Digital AR Onboarding
Onboard new Appointed Representatives entirely online — from initial application to going live. No paperwork, no delays. Your ARs are active and trading within days of joining, not months.
- End-to-end digital onboarding — forms, ID checks, and approvals online
- Automated FCA fit & proper assessments and declarations
- Digital T&C sign-off with full audit trail
- AR profile setup, permissions, and access configured automatically
Ongoing Compliance Monitoring
100% automated file checks on every case, every time. Your compliance team has complete oversight of every AR's activity — without manually reviewing files. SM&CR obligations managed at network level.
- 100% automated compliance checks on every mortgage and protection case
- SM&CR management — certified roles, responsibilities, and annual declarations
- Consumer Duty monitoring with automated file scoring
- FCA audit trail — every action timestamped and retrievable
Compliance Manuals, T&C & Training
Your network's full compliance framework lives in one place. Compliance manuals, T&C schemes, CPD tracking, exams, and ongoing training modules — all managed and delivered through the platform.
- Full compliance manual library — always up to date with FCA guidance
- T&C scheme management — supervise every AR against your standards
- Competency-based training and assessment modules built in
- CPD tracking, exam logging, and qualification monitoring per adviser
Financial Management & Income Reporting
Complete financial management for your network — weekly and monthly income statements, adviser payroll, manager overrides, procuration fee reconciliation, and financial MI dashboards.
- Automated weekly and monthly income statements per AR
- Manager overrides and team commission structures
- Procuration fee reconciliation and clawback tracking
- Network-level P&L and financial performance dashboards
Full AR Case Oversight
Your network has 100% visibility and control over every case submitted by every AR. Review, override, and intervene on any case at any time — with a complete, FCA-ready audit trail throughout.
- Full pipeline view across all ARs — see every case at every stage
- Network-level compliance override and case escalation tools
- Complaints register and breach register maintained centrally
- RegData submission support and FCA reporting managed for you
Live MI & Performance Dashboards
Real-time management information showing pipeline volumes, case completions, adviser performance, compliance scores, and revenue across your entire network — all from one central view.
- Real-time adviser performance metrics and league tables
- Pipeline and conversion analytics across the network
- Compliance scoring and risk rating per AR
- Custom MI reports downloadable for board and regulatory use
Built for Mortgage Clubs
Strengthen member loyalty, deliver real technology value, and unlock powerful market intelligence across your entire club membership.
White-Label Club Experience
Give your member firms a branded portal and platform that reinforces your club's identity. Strengthen loyalty and deliver genuine technology value beyond just lender relationships.
Live MI & Performance Insight
Understand your members' sourcing behaviour, pipeline volumes, and lender preferences in real-time. Use this intelligence to negotiate better terms and demonstrate value to lender partners.
Strengthen Lender Relationships
Share sourcing intelligence with your lender partners to drive product improvements and exclusive arrangements. Demonstrate the value of your panel with live, verifiable data.
Control Without Complexity
Manage your member firms, set standards, and maintain oversight without the operational burden. Automated workflows and reporting do the heavy lifting so you can focus on growth.
Premium Digital Experience for Members
Give your members access to the full Mortgage Magic platform — AI sourcing, CRM, compliance, and the Finance Magic Partner client app — all under your club's brand.
Built to Scale with Your Club
Whether you have 20 member firms or 2,000, Mortgage Magic scales with you. Enterprise infrastructure, UK cloud hosting, and dedicated support at every stage of growth.
Ready to Power Your Network?
Book a demonstration with our enterprise team to see the full platform in action.