Mortgage Magic has launched telephone services that enable brokers to make and record calls through the platform and generate reports.
Mortgage Magic is a cloud-based platform that covers all areas of the mortgage advice process, from sourcing, conveyancing, general insurance to protection and much more.
Its new functionality provides users with the ability to monitor and save call recordings for training and compliance, and can now generate reports on telephone activity which can be used for management information and performance tracking.
Tanjir Sugar, director at Mortgage Magic, said: “One of the unique things about Mortgage Magic is that it has been created by a group of IFAs and mortgage advisers working alongside technology experts to create an intelligent mortgage platform that genuinely meets the needs of intermediary businesses.”
The platform features a built-in CRM system, E-ID verification, direct messaging and secure UK-based document storage that complies with GDPR.
It also allows company owners to manage and monitor business activities, provides qualified business leads and has portals for company administrators, advisers, introducers and clients.
Sugar added: “Telephone monitoring and reporting continues to be an important consideration for brokers and this new functionality will provide a simple solution to all their requirements – delivering even greater value to Mortgage Magic users.”
