Mortgage Magic
Mortgage Magic: A focused mortgage CRM combining sourcing, compliance, marketing and borrower apps. Ranked #15 of 29 in Mortgage CRM Software by our editors (7.2/10); pricing: Paid; best for mortgage brokers needing compliance and client apps.
At a glance
- Editor score7.2 / 10
- PricingPaid
- Best forMortgage brokers needing compliance and client apps
- Borrower managementYes
- Founded2019 · Rainham, Essex, UK
- Facts checked20 Sep 2026
Where it wins
- Combines CRM, case pipelines, sourcing and compliance workflows
- Includes secure messaging, document handling and audit trails
- Offers a branded borrower app and referral tracking portals
Where it doesn't
- Prometheus is the only published plan
- Integration options focus on named credit, email and banking services
- Designed for UK mortgage workflows rather than broader CRM use
Our verdict on Mortgage Magic
Mortgage Magic is a UK-focused mortgage technology platform for mortgage advisers, brokers, networks, introducers and lenders. It brings together mortgage CRM and client record management, loan and case pipeline tracking, product sourcing, compliance workflows, document handling, secure communications and marketing automation. The platform is available on web, iOS and Android, with a branded borrower mobile app for client-facing engagement.
Its strongest fit is for firms that need compliance and case administration within the same mortgage workflow. The Prometheus plan combines AI-assisted mortgage sourcing, a full CRM and compliance features, including compliance checks, audit trails and RegData workflows. Document storage, secure uploads, case tracking and secure client messaging support ongoing application management, while automated email, SMS and WhatsApp marketing extends the platform beyond record keeping. These features make it suitable for brokers managing borrower relationships, cases and regulatory processes together.
Mortgage Magic also connects with TransUnion, Experian, Outlook, Gmail and open banking APIs. Introducer and referral tracking portals add a defined partner-management layer, while the borrower app gives firms a branded mobile channel. The product is less suited to organisations seeking a broad, general-purpose CRM ecosystem or a wide range of plan choices. Mortgage brokers that prioritise UK mortgage sourcing, compliance, client communication and borrower engagement should find the feature mix relevant; firms needing extensive integrations or a more general sales platform should consider alternatives with a broader ecosystem.
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Mortgage Magic pricing
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Mortgage Magic fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Desktop, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, GDPR |
| Support | |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5 integrations: TransUnion, Experian, Outlook, Gmail, Open banking APIs |
| Pricing | Paid (source) |
| Website | mortgage-magic.co.uk |
| Facts checked | 20 Sep 2026 |
Mortgage Magic integrations
Mortgage Magic lists 5 integrations on its own site.
- TransUnion
- Experian
- Outlook
- Gmail
- Open banking APIs
Alternatives to Mortgage Magic
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all Mortgage Magic alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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