Mortgage Magic

Overview

Mortgage Magic is a UK mortgage CRM, product-sourcing and compliance platform for advisers, brokers and related financial businesses. It is best suited to teams that want those workflows in one system; its £85.00-per-month Prometheus plan combines AI sourcing, CRM and compliance.

Key features

Sourcing and CRM

Live lender criteria, whole-of-market product access and one-click AI sourcing are central to the proposition. Borrower and referral-partner management, loan pipeline tracking, task automation, document handling, a client diary and team collaboration bring case work alongside sourcing. For firms seeking a single operating platform, that breadth is useful; buyers wanting only a CRM may find the sourcing and compliance emphasis more than they need.

Compliance and lender connections

Automated file checks, FCA audit trails, SMCR management and RegData submissions address recurring compliance work. AI Lender Connect analyses lender forms and transfers case data to lender portals, potentially reducing repetitive entry. The platform also integrates with TransUnion and Experian for credit data, accessed only with the data subject’s explicit consent.

Client access and security

A white-labelled mobile app lets clients track mortgage progress, upload documents and communicate securely. The maker says the service uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit; it lists ISO 27001, ISO 9001 and ISO 42001 certifications. These safeguards matter for sensitive case data, though they do not change the product’s professional audience.

Pricing

The paid Prometheus plan costs £85 a month and includes AI sourcing, full CRM and compliance. Borrower and referral-partner management, loan pipeline tracking, marketing automation, compliance workflows, SMS automation and a mobile app are included, making it the clearest fit for firms wanting the combined toolkit rather than a narrow point solution.

Mortgage Magic also has a free plan and a free trial, but their terms, duration and feature limits are not provided. Prometheus is the only priced plan described, so firms should confirm what the free option includes and how trial access works before budgeting around either.

Platforms

Mortgage Magic supports Android, iOS, web and Windows. The separate Secure Portal is available as a Windows 10/11 64-bit installer or as a progressive web app for Chromebooks, iPads, Android tablets and other devices with a modern web portal.

Who it's for

The intended audience is UK mortgage intermediaries, financial advisers, mortgage brokers, professional introducers and finance professionals. It is not aimed at the general public, and Mortgage Magick Limited says it provides technology rather than mortgage or finance advice.

Pros and cons

• Broad workflow coverage: sourcing, case management and compliance sit alongside client and partner tools, which can suit firms consolidating operational work.
• Practical client and lender tools: the white-labelled app supports client updates and document exchange, while AI Lender Connect transfers case data into lender portals.
• Security measures are substantial: encryption, permissions, UK cloud infrastructure, penetration testing and three listed certifications are relevant for sensitive records.
• Free access terms are unclear: a free plan and trial are offered, but without stated limits or duration it is difficult to assess them as a lower-cost route.
• Narrow audience: this is designed for UK finance professionals, not consumers looking to compare or arrange a mortgage themselves.

Alternatives

For a broader shortlist, see Mortgage CRM Software.

Total Expert is worth considering for teams that want CRM access and co-marketing connections on a free plan, including an open-house lead-capture app and single-property websites. KudosCRM offers a free tier capped at three users, 1,000 contacts, one pipeline and one email inbox, making its limits clear for a small team evaluating a basic CRM.

Viato is another option. MloFlo is another option. Shape is another option. BNTouch Mortgage CRM is another option. Effi is another option. LoanOfficer.ai is another option.

Verdict

Mortgage Magic is a strong fit for UK mortgage professionals who want lender sourcing, CRM operations and compliance in one platform, with client-facing tools included. Its main reason to look elsewhere is audience and scope: consumers are not served, and firms seeking only a simpler CRM may not need the full suite. Clarify the free-plan and trial terms before deciding whether to start below the £85.00-per-month Prometheus plan.