Mortgage Magic has launched a new all-in-one back-office platform - Prometheus - which aims to unify the CRM, mortgage sourcing, protection sourcing, and case management into a single workflow.
With the platform, client data is entered only once during the initial fact-find. From there, it flows automatically into the integrated AI-assisted sourcing engine and through to the compliance and case management workflow.
Sourcing, applying, and generating suitability letters can be done in one journey, and Prometheus automatically tracks application progress, triggers compliance prompts, and manages document storage.
Tanjir Sugar, CEO at Mortgage Magic, commented: "Brokers are highly skilled financial advisers, yet the industry’s fragmented technology forces them to act like data-entry clerks.
"With Prometheus, we are breaking down the silos. There is absolutely no reason a broker should have to export a CSV from their CRM just to run a sourcing check. We have built a platform where the CRM, the sourcing engine, and the case manager talk to each other perfectly in real-time. Enter the data once, and let the system do the heavy lifting."
