Mortgage Magic has launched an artificial intelligence (AI)-assisted sourcing workflow to link product sourcing and case management.
The system means brokers no longer need to switch between different platforms or re-enter client data.
The sourcing tool is now part of the customer relationship management (CRM) system, so everything stays in one place.
The system uses what Mortgage Magic™ calls “Glass Box” AI.
Unlike automated tools that hide how decisions are made, the platform gives advisers full visibility and control over recommendations.
It filters mortgage products based on the client’s fact-find data, but the adviser makes the final choice.
Tanjir Sugar (pictured), CEO at Mortgage Magic™, said: “Mortgage Magic is at the cutting edge of digital transformation, providing brokers with the tools they need to evolve from simple mortgage processing to true business management.
“For too long, the industry has accepted disjointed systems where data has to be entered multiple times. We are committed to changing that narrative.
“The industry doesn’t need AI that takes over; it needs AI that streamlines the workflow.”
Sugar added: “This launch demonstrates our commitment to building an ecosystem where sourcing and compliance are not separate tasks, but a unified journey.
“We are ensuring that advisers have a platform that handles the heavy lifting of administration, allowing them to focus on what matters most: their clients.”
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