Mortgage Magic review
A focused mortgage CRM combining sourcing, compliance, marketing and borrower apps.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Mortgage Magic pros and cons
- 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
Mortgage Magic fact sheet, pricing and score →
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