Simple, Transparent Pricing
From free to enterprise — scale as your firm grows. All prices exclude VAT.
How much is your tech stack actually costing you?
The average UK mortgage firm subscribes to 8–15 separate tools — none of which talk to each other. Tick the ones you currently use and see your real monthly spend.
Your current tool stack
Based on midpoint estimates. Your actual spend may be higher.
The hidden cost of fragmented tools
- No shared audit trail — compliance is a manual nightmare
- Client data scattered across 8+ systems
- No single view of a case from enquiry to completion
- E-ID, KYC and AML checks not linked to the mortgage file
- Call recordings stored separately from case notes
- Compliance breaches harder to spot before they become problems
- Staff spend hours re-keying data between disconnected tools
- Impossible to scale without adding cost at every step
Replace it all with
Mortgage Magic Prometheus
One platform. Every tool. One audit trail.
Based on your selected tools vs Prometheus at £85/seat/month
One connected audit trail
Every call, document, E-ID check, compliance flag, mortgage application, and client communication lives in one place — instantly retrievable for FCA review.
Choose Your Plan
All plans include the Mortgage Magic core platform. Upgrade or cancel anytime.
Basic
Get started with the essentials at no cost.
- Basic CRM & client records
- Limited case tracking
- Starter dashboard
- Email support
- Upgrade anytime
Prometheus
The full platform for professional mortgage advisers.
- Smart mortgage sourcing (high street, specialist, bridging, commercial)
- Instant lender criteria management
- Dynamic affordability calculator
- Full CRM & case management (pipeline, tasks, notes, documents, SLAs)
- Lead management & distribution
- Client diary & calendar
- Dynamic suitability letter generation
- PEP & sanctions search
- UK cloud environment with role-based access
- AI-powered advising tools (smart triage, affordability flags, missing-item chasers)
- Finance Magic Partner client mobile app
- E-ID verification for KYC/AML
- Digital signatures
- AI-powered compliance checks with 100% human oversight
- Phone calls with VOIP & call recording
- SMS, email & WhatsApp integration
- Insurance sourcing & application
- Pay-as-you-go: Experian credit reports
Compliance Package
Everything in Prometheus plus a full compliance framework.
- Everything in Prometheus
- Documents Library
- Sanctions List (automated PEP/sanctions)
- MLRO Document management
- Complaints Register
- Breach Register
- Company Document repository
- Advertising Register
- Compliance Manual
- Compliance Update feed
- Compliance Audit Reports
- SMCR management
- Compliance MI dashboards
- 100% automated file checks
- Adviser onboarding & recruitment support
- Annual compliance visit
- FCA audit support
- RegData submissions handled on your behalf
- Full compliance framework with templates, MLRO resources, CPD tracking
Digital Package
Everything in Compliance plus digital marketing and lead generation.
- Everything in Compliance Package
- Lead Funnel (landing pages & lead capture)
- Marketing Hub
- Marketing Hub AI
- Website Integration
- News/Blogs modules
- Branding management
- Social Post creation & scheduling
- Social Post Approval Log
- Live Chat
- AI Chat Agent
- AI Agent FAQ management
- Ad campaigns (Google, Facebook, Instagram) managed for you
- SEO & content optimisation
- Top-tier web hosting
- Secure email (Google Workspace)
- Analytics & performance tracking
- Social media management, blogs, newsletters & market updates
The AR Package
Everything in Digital Package plus full FCA regulatory umbrella, PI insurance, lead supply, and training. The complete package for ambitious brokers.
Regulatory Partner
Powered by Ever North Limited
Mortgage Magic has partnered with Ever North Limited (FCA No. 800196), authorised and regulated by the Financial Conduct Authority, to deliver an unbeatable Appointed Representative proposition for ambitious brokers.
As an AR under Ever North, you and your firm trade under the Finance Magic™ brand — backed by our superior end-to-end technology platform that eliminates the fragmented tech stacks holding most brokerages back.
What you get access to:
Whole-of-Market Mortgage Advice
- Residential mortgages
- Buy-to-let (inc. portfolio & limited company)
- Specialist & complex income cases
- Equity release & lifetime mortgages
Comprehensive Protection Suite
- Life & critical illness cover
- Income protection
- Buildings & contents
- Access to premium insurer panel
Full Commercial Finance
- SME business loans
- Invoice factoring & discounting
- Commercial loans & mortgages
- Bridging finance — at packager rates
Ever North provides the regulatory umbrella, PI insurance, compliance supervision, and lead generation support. Mortgage Magic provides the technology. Together, we give you everything you need to launch, grow, and scale — without the cost and complexity of going directly authorised.
All facilities are distributed on behalf of Ever North Limited (FCA No. 800196), authorised and regulated by the Financial Conduct Authority. Learn more at ever-north.com
Up to 5 seats included
FCA Regulatory Umbrella Included
INCOME SPLIT
95% to you on your own clients
Ever North retains 5%
50/50 on leads supplied by Ever North
Regulated by Ever North Ltd (FCA 800196)
Everything in Digital Package, plus:
White Label Solutions
Launch your own branded mortgage technology platform.
White Label App Only
Bespoke branded client-facing mobile app on Mortgage Magic infrastructure. Your logo, colours, domain. Go to market in weeks.
- Bespoke branded mobile app (iOS & Android)
- Your logo, colours, and domain
- Built on Mortgage Magic infrastructure
- Go to market in weeks
- Full app feature set
- Ongoing platform maintenance included
White Label Full AI
Entire Mortgage Magic ecosystem white-labelled end-to-end. App, CRM, case management, sourcing, compliance, credit data, E-ID, digital signatures, AI tools, all integrations. Limited licences.
- Complete white-label ecosystem
- Branded app, CRM, and case management
- AI-powered sourcing & criteria
- Full compliance suite
- Credit data (Experian & TransUnion)
- E-ID & digital signatures
- All AI tools and integrations
- Custom domain and branding throughout
- Limited licences available
Frequently Asked Questions
All prices exclude VAT. Additional usage charges apply for credit reports, VOIP calls, call recording storage, and SMS. Pricing effective 15 March 2026.
ISO Certified Platform
Not Sure Which Plan is Right?
Speak to our team. We'll help you find the best fit for your firm.
Contact Sales