Side by side

Effi vs Mortgage Magic

Both stand on mortgage crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Effi

Free trial AndroidAPIiPhone+1

Effi brings lead intake, document handling, loan processing, and retention tools together for Australian brokers. Review the plan-specific seat, commitment, and setup terms before choosing a plan.

Visit Effi

Mortgage Magic combines mortgage sourcing, CRM, compliance and a client app for UK finance professionals. Its stated Prometheus price is £85 a month; users seeking advice must look beyond the platform.

Visit Mortgage Magic

The facts

	Effi	Mortgage Magic
Free plan	A free trial	Yes
Open source	Not published	No
Runs on	Android, API, iPhone, Web	Android, API, iPhone, Web, Windows
Lowest paid plan	Free or on request	Prometheus: £85 per seat a month
Plans published	3	1
Maker	Not published	Not published
Website	effi.com.au	mortgage-magic.co.uk
On mortgage crm software	#6 of 29	#2 of 29

Effi: what it does well

Covers work from enquiry through post-settlement retention.
Doc AI processes and flags client documents.
Names integrations with Connective Mercury, Salestrekker, and Quickli.
Mobile app supports lead management on Android and iOS.
States SOC 2 compliance.

What to know first

No free plan.
14-day trial only.
Small business and Enterprise plans have seat minimums.
Listed plans may include usage-based charges and setup costs.

Mortgage Magic: what it does well

Provides live lender criteria and whole-of-market access.
Includes pipeline, task, document and team tools.
Lists FCA audit trails, SMCR and RegData features.
Client app supports tracking, document upload and secure communication.
Prometheus costs £85 a month.

What to know first

Not intended for the general public.
The maker does not provide mortgage or finance advice.
Secure Portal Windows installer requires Windows 10/11 64-bit.

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