"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"
The new functionality provides Mortgage Magic users with the ability to monitor and save call recordings for training and compliance. In addition, the platform can generate reports on telephone activity which can be used for management information and performance tracking.
Mortgage Magic covers all areas of the mortgage advice process, from sourcing, conveyancing, general insurance to protection. The cloud-based 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.
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. 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.”
