Built by Brokers, for Brokers
You're in the business of helping people secure homes—not spending hours rekeying data, chasing documents, or worrying about compliance.
Streamline Your Entire Workflow
Capture leads, automate follow-up tasks, and keep all your case files in one centralised place. From the first enquiry to completion, every step is logged, tracked, and accessible at a glance. No more spreadsheets, no more missed deadlines.
- Automated lead capture and assignment
- Task automation and smart reminders
- Centralised case files with complete document history
- Team collaboration and role-based access
Effortless Compliance Built-In
Say goodbye to last-minute file reviews and compliance panic. Mortgage Magic performs AI-powered case checks on every file, maintains a complete FCA audit trail, and makes fact-finding structured and thorough.
- AI-powered automated case file checks
- Complete, timestamped FCA audit trail
- Structured fact-finding and suitability letters
- PEP & sanctions screening built in
Real-Time Product Sourcing
Access live lender criteria and whole-of-market products instantly. With integrations to our natively built AI sourcing engine, you get the most up-to-date information and can flow products directly into a case with one click.
- Live lender criteria — always current
- our natively built AI sourcing engine integrations
- Dynamic affordability calculator
- One-click product-to-case flow with audit trail
Client Mobile App
Give your clients a premium experience with the Finance Magic Partner app. They can track their mortgage progress in real-time, upload documents securely, chat with you in-app, and receive instant notifications — all under your brand.
- Real-time mortgage progress tracking
- Secure document uploads from any device
- In-app messaging and video calls
- Push notifications for important updates
Smart Features for Advisers
Mortgage Magic is packed with tools designed to make your day easier — from a fully featured client portal to built-in e-signatures and mobile access so you can work from anywhere.
- Client portal with self-service document upload
- Built-in e-signatures — no third-party tools needed
- Full mobile access for brokers on the go
- Customisable workflows to match your process
What Brokers Say
“Mortgage Magic has completely transformed how I run my business. I've saved hours every week.”
Sarah McLeod
Independent Adviser
“Our compliance time dropped by 40%—and we feel more confident during every audit.”
David Newton
Principal, Apex Mortgages
“Our clients love having everything in one app—they feel more informed, and we get fewer update calls.”
Aman Dhaliwal
Senior Broker, Keystone Finance
Ready to Work Smarter?
Join thousands of UK mortgage brokers using Mortgage Magic to save time, reduce admin, and delight clients.