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Mortgage Magic launches online chat functionality

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  • 10/10/2022
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Mortgage Magic launches online chat functionality
Mortgage Magic has launched online chat functionality enabling brokers to chat with clients through the CRM portal.

 

The platform can automatically create a chat group that includes the clients, mortgage adviser and any mortgage administrators who are working on the case.

The tool aims to help advisers maintain open communication throughout the advice and application process.

The company provides brokers with a solution for running their business, covering all areas of the mortgage advice process, from sourcing, conveyancing, general insurance to protection and much more.

Tanjir Sugar, director at Mortgage Magic, said: “We are continually working on enhancements to the Mortgage Magic platform to ensure that it provides brokers with a single, comprehensive solution for running their business.

“Online chat can provide a quick and easy way to deal with enquiries throughout the advice and application process and by including mortgage administrators as well as advisers, Mortgage Magic makes sure that everyone is kept in the loop.

“The platform has been developed by advisers and IFAs, working alongside technology experts, to deliver a solution that enables intermediary businesses to work more effectively and efficiently, and the introduction of our chat functionality is one more tool that supports this.”

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