MortgageMagic

MortgageMagic is a cloud-based POS and CRM for mortgage brokers, automating borrower intake, lead follow-up, and e-doc collection. A user-friendly borrower portal guides applicants through questionnaires and doc uploads. MortgageMagic’s AI checks for data inconsistencies, prompting clarifications. Loan officers see a pipeline sorted by pre-approval, underwriting, or conditional approval. Built-in drip campaigns ensure leads don’t go cold. The system’s online rate comparison module helps prospects see approximate monthly payments. By focusing on lead nurturing and borrower satisfaction, MortgageMagic helps small brokerages stand out in a competitive market.