Mortgage Magic™ Launches ‘Transparent’ AI Sourcing to Unify Broker Workflows
22 January 2026
LONDON, UK – [22 January, 2026] – Mortgage Magic™, the cloud-native platform transforming the UK mortgage market, has today announced the launch of its fully integrated AI-Assisted Sourcing workflow. This update bridges the gap between product sourcing and case management, allowing brokers to identify the right mortgage products without ever leaving their CRM.
For years, brokers have been forced to work across disconnected systems, entering client data into a CRM, then re-keying it into a separate sourcing system, and finally manually updating compliance logs. Mortgage Magic™ solves this fragmentation by embedding intelligent sourcing directly into the end-to-end advice journey.
The new workflow utilizes "Glass Box" AI principles. Unlike "black box" automated tools that obscure how decisions are made, Mortgage Magic’s system acts as a transparent intelligent assistant. It automatically filters products based on the client’s fact-find data but ensures the adviser retains full visibility and control over the final recommendation.
"Mortgage Magic is at the cutting edge of digital transformation, providing brokers with the tools they need to evolve from simple mortgage processing to true business management," said Tanjir Sugar, CEO of Mortgage Magic.
"For too long, the industry has accepted disjointed systems where data has to be entered multiple times. We are committed to changing that narrative. The industry doesn't need AI that takes over; it needs AI that streamlines the workflow.
"This launch demonstrates our commitment to building an ecosystem where sourcing and compliance are not separate tasks, but a unified journey. We are ensuring that advisers have a platform that handles the heavy lifting of administration, allowing them to focus on what matters most: their clients."
Feature Highlights:
- Unified Ecosystem: Sourcing data flows directly into the CRM and back-office, eliminating the need to re-key data into separate systems.
- Smart Filtering: AI instantly matches client fact-find data against live lender product data to present relevant options.
- Compliance Guardrails: The system automatically logs every search filter and product selection to the client file, creating a robust audit trail for the FCA.
The AI Sourcing module is available immediately to all Mortgage Magic™ subscribers. Current users can access the new features within their existing dashboard.
About Mortgage Magic™ Mortgage Magic™ is a UK mortgage technology platform for intermediary firms and lenders. It combines AI assisted mortgage sourcing, a full back office system for case management and compliance support, secure client communications, and introducer portals to capture and track referrals. Mortgage Magic supports advisers, compliance teams, introducers, networks, packagers, and lender teams with role based access and reporting.
