PRECISE. Intermediaries only. vs Mortgage Magic Partner

Introducing the Precise App – your essential tool for managing mortgage cases efficiently. Designed for intermediaries, this powerful app lets you track existing cases in real-time, ensuring you stay updated with on-the-go notifications. Simplify your workflow with built-in calculators and access comprehensive product and criteria information anytime, anywhere. Enhance your productivity and provide exceptional service to your clients with the Precise App – the ultimate solution for mortgage professionals. Download now and experience seamless case management at your fingertips.

Mortgage Magic Partner is a professional tool designed for UK mortgage and insurance advisers working within FCA-authorised firms. The app provides secure access to client cases, documents, compliance workflows, and advisory tools—helping firms manage their customer journeys efficiently and in line with regulatory expectations. Any FCA-authorised mortgage or insurance brokerage in the UK can subscribe to Mortgage Magic and provide access to their advisers and administrators. The app supports firms of all sizes, from sole traders to multi-branch brokerages, offering a modern and compliant platform for managing regulated advice. Key Features • Manage clients, applications, and documents securely • Access case notes, tasks, and compliance workflows • Upload documents and supporting files • Centralised communication and case updates • Secure adviser login using firm-issued credentials • Real-time syncing with your firm’s Mortgage Magic subscription Mortgage Magic is built to support the day-to-day work of regulated professionals, offering a streamlined and connected experience for advisers and administrators. A firm subscription is required for login. Any FCA-authorised firm may subscribe through our public website.