Mortgage Magic, the customer relationship management (CRM) and mortgage management platform, has incorporated several of iPipeline’s webservice solutions into its broker proposition.
Having previously linked up with Twenty7Tec’s mortgage sourcing system, Mortgage Magic is working on a range of integrations to provide users with an expanded platform that manages all client information now and in the future.
iPipeline powers SolutionBuilder®, AlphaTrust® and PreQuo® - all of which will deliver e-signatures, protection sourcing and sales aids.
Tanjir Sugar, chief executive of Mortgage Magic, says the platform is constantly developing, and thanks to its AI and blockchain construction, is becoming a complete system for managing customers and their mortgage journeys from enquiry to completion.
He explains: “Mortgage Magic and the technology that underpins it is mirrored by iPipeline’s commitment to technological development by providing the architecture that links insurance solutions to the intermediary end user.”
“By linking our platform to iPipeline’s solutions, our users can seamlessly provide customers with insurance solutions without having to leave Mortgage Magic’s CRM system. We are delighted to make iPipeline’s innovative solutions available to our growing user base.”
Paul Yates, product strategy director at iPipeline, adds: “We are delighted Mortgage Magic has taken our webservices to power their platform. Mortgage brokers can experience a seamless end-to-end journey with customer engagement early in the protection conversation, to then complete the protection sourcing to best meet their customer’s needs.”
“Letters of recommendation are automatically generated once a policy has been selected to remove friction during the process, enabling the customer to act without delay, which we’ve seen to be of vital importance in a remote or smart working world.”
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