JimNab CRM vs Mortgage Magic
JimNab CRM
jimnab.caMortgage Magic
mortgage-magic.co.ukSide by side
| Figure | JimNab CRM | Mortgage Magic |
|---|---|---|
| Price from | — | £85/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 0 | 1 |
| Spec score · Mortgage CRM Software | 7.1 (#24) | 8.7 (#4) |
| Company | The site says JimNab was founded by two mortgage brokers who are official Pipedrive partners. | The maker identifies Mortgage Magick Limited as registered in England and Wales under company number 12179889, with a registered office in Rainham, Essex. |
| Headquarters | Laval, Quebec, Canada | Rainham, Essex, UK |
| Product | JimNab describes its product as a CRM adapted for residential mortgage transactions. | Mortgage Magic describes itself as an all-in-one mortgage CRM, sourcing and compliance platform for mortgage advisers, broker networks, mortgage clubs and lenders. |
| Security | The opened official page does not state specific security certifications or compliance claims. | 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. |
| Support | The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications. | The maker’s press page says it aims to respond to press inquiries within two hours during business hours. |
Plans
In their own words
Mortgage Magic
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.