Simple, Transparent Pricing
From free to enterprise — scale as your firm grows. All prices exclude VAT.
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
- Pay-as-you-go: Experian credit reports, VOIP calls, SMS, WhatsApp
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.
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