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Mortgage Magic
Rainham, Essex, UK
What it is
Mortgage Magic is a mortgage CRM, sourcing, and compliance platform for mortgage advisers, broker networks, mortgage clubs, and lenders. Its sourcing tools provide live lender criteria, whole-of-market product access, and one-click sourcing through an AI engine. CRM tools cover pipeline management, task automation, documents, a client diary, and team collaboration. Compliance features 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. The Secure Portal includes AI Lender Connect, which analyses lender forms and transfers case data to lender portals. The Secure Portal is available as a Windows 10/11 64-bit installer or as a PWA for Chromebooks, iPads, Android tablets, and other devices with a modern web portal. The maker lists Android, iOS, web, and Windows platforms. It states that the service uses UK cloud infrastructure, role-based permissions, regular third-party penetration testing, and AES-256 encryption at rest and in transit, and lists ISO 27001, ISO 9001, and ISO 42001 certifications. The Prometheus plan costs £85 a month. A free plan and free trial are listed. The platform is intended for UK mortgage and finance professionals, not the general public, and the company says it does not provide mortgage or finance advice.
For and against
For
- Combines mortgage CRM, sourcing, and compliance features.
- Provides live lender criteria and whole-of-market product access.
- Includes automated file checks and FCA audit trails.
- Client app supports document uploads and secure communication.
- Lists ISO 27001, ISO 9001, and ISO 42001 certifications.
Against
- Platform is not intended for the general public.
- Prometheus costs £85 a month.
- Mortgage Magic does not provide mortgage or finance advice.
The verdict
Mortgage Magic brings sourcing, case management, and compliance functions into one platform for UK mortgage and finance professionals. Its stated audience and lack of mortgage advice make it unsuitable as a consumer advice service.
Who it suits
Mortgage Magic is intended for UK mortgage intermediaries, advisers, brokers, professional introducers, and finance professionals. It is not intended for the general public.
Plans and prices
Prometheus
AI sourcing · full CRM · compliance
Read 21 Oct 2026 · mortgage-magic.co.uk
On the record
- Advice limitation
- Mortgage Magick Limited says it is a technology platform and does not provide mortgage or finance advice.mortgage-magic.co.uk · read 3 Oct 2026
- Agentic tools
- The platform advertises automated email, SMS and WhatsApp marketing plus AI agents for compliance checks, call monitoring and chasing missing items.mortgage-magic.co.uk · read 21 Oct 2026
- AI compliance
- Compliance tools include automated file checks, FCA audit trails, SMCR management and RegData submissions.mortgage-magic.co.uk · read 21 Oct 2026
- API authentication
- API requests use an X-Api-Key header, with keys scoped by environment and licensed products.mortgagemagic.ai · read 21 Oct 2026
- API availability
- Mortgage Magic offers REST APIs and webhooks for sourcing, lender data, address data and workflow products.mortgagemagic.ai · read 21 Oct 2026
- API documentation
- Developer material includes an OpenAPI 3.1 reference, machine-readable documentation and an agent index.mortgagemagic.ai · read 21 Oct 2026
- API licensing
- Production API, data and tooling access requires a written business licence defining scope, environments, limits, fees and term.mortgagemagic.ai · read 21 Oct 2026
- API sandbox
- A sandbox is available for evaluation; indicative limits are 60 requests per minute and 5,000 per day.mortgagemagic.ai · read 21 Oct 2026
- Apple app limits
- The client app requires iOS 15.5 or later and is not verified for macOS.apps.apple.com · read 21 Oct 2026
- 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.mortgage-magic.co.uk · read 3 Oct 2026
- Certifications
- Mortgage Magic lists ISO 27001, ISO 9001 and ISO 42001 certifications.mortgage-magic.co.uk · read 21 Oct 2026
- Client app
- The maker says clients can track mortgages, upload documents and communicate securely through a white-labelled mobile app.mortgage-magic.co.uk · read 3 Oct 2026
- Client application
- A branded client app lets borrowers track cases, upload documents and communicate with advisers.mortgage-magic.co.uk · read 21 Oct 2026
- Company
- The maker identifies Mortgage Magick Limited as registered in England and Wales under company number 12179889, with a registered office in Rainham, Essex.mortgage-magic.co.uk · read 3 Oct 2026
- Company headquarters
- LinkedIn identifies Rainham, London as headquarters.uk.linkedin.com · read 21 Oct 2026
- Company size
- LinkedIn lists Mortgage Magic at 11–50 employees.uk.linkedin.com · read 21 Oct 2026
- Compliance
- The site lists automated file checks, FCA audit trails, SMCR management and RegData submissions among its compliance features.mortgage-magic.co.uk · read 3 Oct 2026
- CRM
- The platform includes pipeline management, task automation, document handling, a client diary and team collaboration tools.mortgage-magic.co.uk · read 3 Oct 2026
