Mortgage Magic rolls out enhanced version of CRM system

Mortgage Magic has rolled out an enhanced version of its CRM and business management system to existing customers and also showcased the system to prospective customers.

The software firm launched its cloud-based platform in January and the CRM offers built in case tracking, simultaneous fact-find, electronic ID verification, and secure GDPR compliant document storage.

Mortgage Magic also highlighted that its system provides support in the form of a strong compliance function with 100% file checking, and can be fully integrated with Twenty7Tec’s mortgage sourcing platform.

Mortgage Magic co-founder, Tanjir Sugar, suggested the new system offers everything that today’s mortgage brokers need to run their businesses.

“Despite COVID-19, the need to efficiently manage data protection, compliance and MI gathering has not gone away,” Sugar commented. “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.

“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.”

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