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Mortgage Magic

mortgage-magic.co.uk

From £85/mo Free trial WebWindowsiOSAndroidAPI
Visit mortgage-magic.co.uk
Spec score 8.7 #4 of 29 in Mortgage CRM Software

What it is

Mortgage Magic is a mortgage CRM, sourcing and compliance platform for UK mortgage advisers, broker networks, mortgage clubs and lenders. It combines pipeline management, task automation, document handling, a client diary and team collaboration with live lender criteria, whole-of-market product access and one-click sourcing through an AI sourcing engine. Compliance tools include automated file checks, FCA audit trails, SMCR management and RegData submissions. Clients can use a white-labelled mobile app to track mortgages, upload documents and communicate securely. Its Secure Portal includes AI Lender Connect, which analyzes lender forms and transfers case data to lender portals. The maker lists Android, iOS, web and Windows platforms; the Secure Portal is also available as a Windows 10/11 64-bit installer or as a PWA. Mortgage Magic lists a free plan and trial, and its Prometheus plan costs £85 a month. It says it uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit.

Spec sheet

What it does
Mortgage Magic is a UK platform combining mortgage sourcing, CRM, case management and compliance workflows for professional intermediaries.Read 21 Oct 2026 · mortgage-magic.co.uk
Product
Mortgage Magic describes itself as an all-in-one mortgage CRM, sourcing and compliance platform for mortgage advisers, broker networks, mortgage clubs and lenders.Read 3 Oct 2026 · mortgage-magic.co.uk
Integrations
Official pages name TransUnion and Experian credit-data integrations, with consent required for access.Read 21 Oct 2026 · mortgage-magic.co.uk
Security
The site states that it uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit.Read 3 Oct 2026 · mortgage-magic.co.uk
Compliance
The site lists automated file checks, FCA audit trails, SMCR management and RegData submissions among its compliance features.Read 3 Oct 2026 · mortgage-magic.co.uk
Support
The maker’s press page says it aims to respond to press inquiries within two hours during business hours.Read 3 Oct 2026 · mortgage-magic.co.uk
Headquarters
Rainham, Essex, UKRead 28 Sep 2026 · mortgage-magic.co.uk
Founded
LinkedIn gives 2019 as the founding year.Read 21 Oct 2026 · uk.linkedin.com
Company
The maker identifies Mortgage Magick Limited as registered in England and Wales under company number 12179889, with a registered office in Rainham, Essex.Read 3 Oct 2026 · mortgage-magic.co.uk
Advice limitation
Mortgage Magick Limited says it is a technology platform and does not provide mortgage or finance advice.Read 3 Oct 2026 · mortgage-magic.co.uk
Agentic tools
The platform advertises automated email, SMS and WhatsApp marketing plus AI agents for compliance checks, call monitoring and chasing missing items.Read 21 Oct 2026 · mortgage-magic.co.uk
AI compliance
Compliance tools include automated file checks, FCA audit trails, SMCR management and RegData submissions.Read 21 Oct 2026 · mortgage-magic.co.uk
API authentication
API requests use an X-Api-Key header, with keys scoped by environment and licensed products.Read 21 Oct 2026 · mortgagemagic.ai
API availability
Mortgage Magic offers REST APIs and webhooks for sourcing, lender data, address data and workflow products.Read 21 Oct 2026 · mortgagemagic.ai
API documentation
Developer material includes an OpenAPI 3.1 reference, machine-readable documentation and an agent index.Read 21 Oct 2026 · mortgagemagic.ai
API licensing
Production API, data and tooling access requires a written business licence defining scope, environments, limits, fees and term.Read 21 Oct 2026 · mortgagemagic.ai
API sandbox
A sandbox is available for evaluation; indicative limits are 60 requests per minute and 5,000 per day.Read 21 Oct 2026 · mortgagemagic.ai
Apple app limits
The client app requires iOS 15.5 or later and is not verified for macOS.Read 21 Oct 2026 · apps.apple.com
Audience limit
The maker says the platform is intended for UK mortgage intermediaries, financial advisers, mortgage brokers, professional introducers and finance professionals, not the general public.Read 3 Oct 2026 · mortgage-magic.co.uk
Certifications
Mortgage Magic lists ISO 27001, ISO 9001 and ISO 42001 certifications.Read 21 Oct 2026 · mortgage-magic.co.uk
Client app
The maker says clients can track mortgages, upload documents and communicate securely through a white-labelled mobile app.Read 3 Oct 2026 · mortgage-magic.co.uk
Client application
A branded client app lets borrowers track cases, upload documents and communicate with advisers.Read 21 Oct 2026 · mortgage-magic.co.uk
Company headquarters
LinkedIn identifies Rainham, London as headquarters.Read 21 Oct 2026 · uk.linkedin.com
Company size
LinkedIn lists Mortgage Magic at 11–50 employees.Read 21 Oct 2026 · uk.linkedin.com
CRM
The platform includes pipeline management, task automation, document handling, a client diary and team collaboration tools.Read 3 Oct 2026 · mortgage-magic.co.uk
CRM automation
CRM functions cover pipelines, tasks, documents, client diaries and team collaboration.Read 21 Oct 2026 · mortgage-magic.co.uk
Google Play distribution
The Mortgage Magic Client app shows 1K+ downloads and was updated on 15 July 2026.Read 21 Oct 2026 · play.google.com
Integration categories
The maker describes connections to sourcing systems, open banking, credit bureaus, identity and e-signature providers, Outlook, Gmail and SMS gateways.Read 21 Oct 2026 · mortgage-magic.co.uk
Legal entity
Companies House records Mortgage Magick Ltd as an active private company incorporated on 29 August 2019.Read 21 Oct 2026 · find-and-update.company-information.service.gov.uk
Licence
The software, schemas and datasets remain the maker’s or licensors’ intellectual property; customers receive use rights rather than ownership.Read 21 Oct 2026 · mortgagemagic.ai
Limit: Google Play data safety
Google Play says the client app may collect financial and health data, may share financial information and reports that data is not encrypted.Read 21 Oct 2026 · play.google.com
Limit: historical pricing
The 2021 BestAdvice report listed user pricing of £55–£100 per month depending on licence type and noted additional chargeable items.Read 21 Oct 2026 · mortgagesoup.co.uk
Notable news: API site
The separate Mortgage Magic API site launched on 12 June 2026 with product APIs, documentation and an OpenAPI document.Read 21 Oct 2026 · mortgagemagic.ai
Notable news: Prometheus
Cherry reported the Prometheus launch on 5 March 2026 as a unified CRM, sourcing and case-management platform.Read 21 Oct 2026 · cherryplc.co.uk
Notable news: sourcing-only plan
Cherry reported a Sourcing-Only plan on 26 February 2026 with AI sourcing, basic case management and self-serve onboarding.Read 21 Oct 2026 · cherryplc.co.uk
Partner app
The Partner app is designed for subscribed brokers to create and manage applications, track progress and message clients.Read 21 Oct 2026 · play.google.com
Praise: automation and compliance
A 2021 BestAdvice technology report described Mortgage Magic as automating much of the mortgage process with integrated compliance.Read 21 Oct 2026 · mortgagesoup.co.uk
Praise: integrated workflow
An independent Cherry press release praises Prometheus for combining CRM, sourcing and case management so client data is entered once.Read 21 Oct 2026 · cherryplc.co.uk
Praise: reduced rekeying
The same independent announcement says the unified workflow is intended to reduce duplicate entry, errors and compliance gaps.Read 21 Oct 2026 · cherryplc.co.uk
Product sourcing
The platform searches live lender criteria and whole-of-market mortgage products through an AI sourcing engine.Read 21 Oct 2026 · mortgage-magic.co.uk
Rating on Apple App Store
5.0 out of 5 from 2 ratingsRead 21 Oct 2026 · apps.apple.com
Secure Portal
Secure Portal is distributed as a digitally signed 97 MB Windows 10/11 64-bit installer and as a PWA for Chromebook, iPad and Android tablets.Read 21 Oct 2026 · download.mortgage-magic.co.uk
Secure Portal capability
AI Lender Connect analyzes lender forms and transfers case data, while the portal supports multiple lender sessions.Read 21 Oct 2026 · download.mortgage-magic.co.uk
Secure Portal platforms
The Secure Portal is offered as a Windows 10/11 64-bit installer and as a PWA for Chromebook, iPad, Android tablets and other devices with a modern web portal.Read 3 Oct 2026 · download.mortgage-magic.co.uk
Security controls
The maker states that it uses UK hosting, role-based access, penetration testing and AES-256 encryption in transit and at rest.Read 21 Oct 2026 · mortgage-magic.co.uk
Self hosting
The published licensing model describes hosted licensed services and does not offer self-hosting.Read 21 Oct 2026 · mortgagemagic.ai
Sourcing
Its platform offers live lender criteria, whole-of-market product access and one-click sourcing through its AI sourcing engine.Read 3 Oct 2026 · mortgage-magic.co.uk
Support model
The API business says each licence includes a named support contact familiar with the customer integration.Read 21 Oct 2026 · mortgagemagic.ai
White labelling
Networks, clubs and lenders can deploy the platform under their own branding.Read 21 Oct 2026 · mortgage-magic.co.uk

Plans and prices

Prometheus £85 a month £85/seat/month AI sourcing · full CRM · compliance Read 21 Oct 2026 · mortgage-magic.co.uk

Every Mortgage Magic plan and price →

Strong points and limits

Strong points

  • Whole-of-market access and AI sourcing
  • Pipeline, task and document management
  • Automated checks and FCA audit trails
  • White-labelled client app
  • Free plan and free trial listed

Limits

  • Prometheus costs £85 a month
  • Not intended for the general public
  • Does not provide mortgage or finance advice

Who it suits

It suits UK mortgage intermediaries and finance professionals who need sourcing, CRM and compliance tools. The maker says it is not intended for the general public and does not provide mortgage or finance advice.

Mortgage Magic in depth

Read the full write-up

Overview

Mortgage Magic combines mortgage sourcing, CRM and compliance workflows for UK mortgage professionals. It is a strong fit for brokerages seeking those functions in one platform, but less suitable for the general public or firms that need only a basic CRM.

Its Prometheus plan brings AI sourcing, a full CRM and compliance together for £85 a month.

Key features

Sourcing and case management

Live lender criteria, whole-of-market product access and one-click AI sourcing are designed to put product research alongside case administration. Borrower and referral-partner management, loan pipeline tracking, task automation, document handling, a client diary and team collaboration cover work from lead handling through case progression. This breadth should appeal to teams replacing separate tools; a business that does not need sourcing or compliance may be paying for more platform than it needs.

Marketing and SMS automation extend the workflow beyond case tracking. Their value depends on whether a firm wants those activities within its mortgage system rather than handled elsewhere.

Compliance and lender connections

Automated file checks, FCA audit trails, SMCR management and RegData submissions address recurring compliance tasks. AI Lender Connect analyses lender forms and transfers case data to lender portals, targeting repetitive entry. TransUnion and Experian integrations provide credit data with the data subject’s explicit consent.

Client access and security

A white-labelled mobile app lets clients track mortgages, upload documents and communicate securely, giving advisers a branded channel for case updates and document exchange. Mortgage Magic says it uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing and AES-256 encryption at rest and in transit. Its stated certifications are ISO 27001, ISO 9001 and ISO 42001.

Pricing

Prometheus

Prometheus costs £85 a month and includes AI sourcing, a full CRM and compliance. Borrower and referral-partner management, loan pipeline tracking, marketing automation, compliance workflows, SMS automation and a mobile app are included. It is the clear option for a mortgage business that needs the combined feature set; firms that need only one part of it should compare the cost against a narrower tool. Mortgage Magic also offers a free plan and a free trial, which give prospective users a way to explore before committing.

Platforms

Mortgage Magic supports Android, iOS, web and Windows. Its Secure Portal is available as a Windows 10/11 64-bit installer or as a PWA for Chromebook, iPad, Android tablets and other devices with a modern web portal. This gives teams using mixed devices a browser-based route as well as a Windows installation.

Who it's for

The platform is intended for UK mortgage intermediaries, financial advisers, mortgage brokers, professional introducers and finance professionals—not the general public. Mortgage Magick Limited describes itself as a technology platform and does not provide mortgage or finance advice.

Pros and cons

Pros

Broad workflow coverage: sourcing, CRM and compliance sit alongside client and referral-partner management, reducing the need to split these tasks across systems.

Client-facing app: borrowers can track mortgages, send documents and communicate through a white-labelled mobile app.

Security measures: stated encryption, role-based permissions, UK cloud infrastructure and third-party testing will matter to firms handling sensitive case data.

Cons

Specialist audience: it is built for UK mortgage and finance professionals, not consumers looking for mortgage advice or a borrower-facing comparison tool.

Bundled scope: firms seeking only CRM or only sourcing may not need the combined Prometheus feature set.

Alternatives

Mortgage CRM Software is the broader category directory for comparing mortgage CRM options.

Choose KudosCRM if a free CRM is the priority: its free plan supports up to 3 users, 1,000 contacts, 1 pipeline, tasks, activities and 1 email inbox. Its stated platforms are web, iOS and Android.

MloFlo is another paid mortgage-software option, with Android, iOS and web support and an SMS-only plan that requires activation.

MapleConnect may suit teams comparing CRM pricing, with a free core CRM and a flat-rate Essential plan at $199 a month.

Total Expert offers a complimentary plan with CRM access and inbound co-marketing connections for readers considering a freemium alternative.

Effi is a paid alternative with a free trial and no minimum seats on its Professional plan.

Aidium is another paid CRM option; its price is custom pricing.

Broki may appeal to users seeking mortgage-file handling with no per-file fees or usage caps, at C$99 a month per user.

Viato is a freemium alternative with iOS and web support; its paid Support plan is priced per loan officer.

Verdict

Mortgage Magic is best for UK mortgage firms that want lender sourcing, case management and compliance under one roof, with a client app as part of the workflow. The main reason to choose it is that breadth; look elsewhere if you need a general-purpose CRM, a consumer mortgage service or a narrower tool without the combined feature set.

Verdict

Mortgage Magic brings sourcing, client management and compliance features together for mortgage professionals. Its listed free plan and trial offer an option to explore, while Prometheus is priced at £85 a month.

Where Specifiction places it

Alternatives to Mortgage MagicAll alternatives →