Description
Mortgage Magic Partner is a professional tool designed for UK mortgage and insurance advisers working within FCA-authorised firms. The app provides secure access to client cases, documents, compliance workflows, and advisory tools—helping firms manage their customer journeys efficiently and in line with regulatory expectations.
Any FCA-authorised mortgage or insurance brokerage in the UK can subscribe to Mortgage Magic and provide access to their advisers and administrators. The app supports firms of all sizes, from sole traders to multi-branch brokerages, offering a modern and compliant platform for managing regulated advice.
Key Features
• Manage clients, applications, and documents securely
• Access case notes, tasks, and compliance workflows
• Upload documents and supporting files
• Centralised communication and case updates
• Secure adviser login using firm-issued credentials
• Real-time syncing with your firm’s Mortgage Magic subscription
Mortgage Magic is built to support the day-to-day work of regulated professionals, offering a streamlined and connected experience for advisers and administrators.
A firm subscription is required for login. Any FCA-authorised firm may subscribe through our public website.