Mortgage Magic’s customer relationship management (CRM) and mortgage management system has been integrated with a complete Voice over Internet Protocol (VoIP) system.
Customers can seamlessly add the option to their service to improve the interaction with their whole customer process.
With this feature – the only commercially available CRM system to have VoIP – brokers are able to make outbound calls, receive inbound calls, record calls and link the recording with ongoing cases.
The phone system is fully integrated with the management portal. The automatic call dialler has a templated script, allowing brokers to use the platform like a professional call centre with automated status updates and case conversions.
The call management system has been fully tested with existing customers and is now available to medium to large scale brokerages.
Tanjir Sugar, chief executive officer of Mortgage Magic, says: “Our aim is to provide the most comprehensive and most useable CRM and mortgage management platform to be the hub for every adviser who wanted the most sophisticated but easy to use system available. Its modular design means that firms can integrate facilities such as mortgage and protection sourcing, if they so desire.”
“The VoIP system is yet another example of a service which users have asked for that can be added on. It might not be what smaller firms might want or need until they are larger, but it demonstrates that Mortgage Magic can be specified with exactly what customers want for their businesses.”