Mortgage Magic

7.2easy start · #3 of 29
in Mortgage CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web, Windows. Paid plans from £85/mo.

Mortgage Magic is ranked #3 of 29 in mortgage CRM software on The Geeks Club. It runs on Android, iOS, Web, Windows. A free trial is offered. Paid plans start at £85/mo.

Mortgage Magic plans and pricing

All plans

Prometheus £85/mo AI sourcing · full CRM · compliance mortgage-magic.co.uk · 3 Oct 2026

Compared on mortgage CRM software

Borrower management: Yes
Referral partner management: Yes
Loan pipeline tracking: Yes
Marketing automation: Yes
Compliance workflows: Yes
SMS automation: Yes
Mobile app: Yes

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The record

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.
Sourcing: Its platform offers live lender criteria, whole-of-market product access and one-click sourcing through its AI sourcing engine.
Compliance: The site lists automated file checks, FCA audit trails, SMCR management and RegData submissions among its compliance features.
CRM: The platform includes pipeline management, task automation, document handling, a client diary and team collaboration tools.
Client app: The maker says clients can track mortgages, upload documents and communicate securely through a white-labelled mobile app.
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.
Certifications: The maker lists ISO 27001, ISO 9001 and ISO 42001 certifications.
Integrations: Mortgage Magic says it integrates with TransUnion and Experian for credit data, accessed with the data subject’s explicit consent.
Secure Portal: The Secure Portal page describes AI Lender Connect, which analyses lender forms and transfers case data to lender portals.
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.
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.
Advice limitation: Mortgage Magick Limited says it is a technology platform and does not provide mortgage or finance advice.
Company: The maker identifies Mortgage Magick Limited as registered in England and Wales under company number 12179889, with a registered office in Rainham, Essex.
Support: The maker’s press page says it aims to respond to press inquiries within two hours during business hours.
Price from: £85/mo

Where it ranks on The Geeks Club

Best Mortgage CRM Software in 2026#3 of 29

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Sources

mortgage-magic.co.uk· checked 3 Oct 2026
download.mortgage-magic.co.uk· checked 3 Oct 2026
mortgage-magic.co.uk/news· checked 3 Oct 2026