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Mortgage Magic has launched an automated onboarding process to allow smaller broker firms immediate access to its platform.
The automated onboarding process means that broker firms using Mortgage Magic can start using the platform straight away, without the need for complex technical configuration or speaking to a sales representative.
Mortgage Magic provides brokers with a solution for running their business, covering all areas of the mortgage advice process, from sourcing, conveyancing, general insurance to protection and much more.
The cloud-based platform features a built-in CRM system, E-ID verification, direct messaging and secure UK-based document storage that complies with GDPR.
In addition, it allows company owners to manage and monitor business activities, provides qualified business leads and has portals for company administrators, advisers, introducers and clients.
Mortgage Magic director Tanjir Sugar says: “The whole idea behind Mortgage Magic is that it should offer brokers leading edge technology that is simple to implement and supports their compliance requirements and real-life business processes.”
“The launch of automated onboarding takes this one-step further, enabling brokers immediate access to an off-the-shelf system that seamlessly integrates every part of a mortgage business into one place.
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