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Mortgage Magic™ CRM system evolves during lockdown

02 October 2020

Mortgage Magic, whose CRM and business management system was launched in January, is making up for lost time by bringing its latest version to the market. The new version has been rolled out to existing customers and showcased to prospective customers.

Founded by mortgage brokers frustrated with the existing crop of legacy software, much of which is still manual and the confusing number of ways of interacting with lenders, Mortgage Magic’s principals teamed up with Silicon Valley specialists to build a system from scratch.

The cloud-based platform offers built in case tracking, simultaneous factfind, electronic ID verification, secure GDPR compliant document storage and support in the form of a strong compliance function with 100% file checking and can be fully integrated with Twenty7Tec’s mortgage sourcing platform.

According to Mortgage Magic’s Co-Founder, Tanjir Sugar, the new system offers everything that today’s mortgage brokers need to run their businesses.

He said, “Despite COVID, the need to efficiently manage data protection, compliance and MI gathering has not gone away. Therefore, a broker system like Mortgage Magic that can act as the central hub for a fully compliant case processing, CRM and business management system, is no longer a luxury, but has become essential.

Tanjir continued, “This is the most comprehensive and advanced platform on the market and will enable all brokers to compete successfully in a world increasingly dominated by technology. Although the pandemic has held us back, it gave us an opportunity to bring forward enhancements that would probably not have been ready until 2021 in normal circumstances. So, we enter the last quarter of the year with a system that is the most advanced in the market and yet is easy to use and promises to revolutionise the way in which brokers operate. It provides the tools to counter the threat from robo-advice while becoming more efficient, thus enhancing the value that brokers bring to their customers.”