🏡 CRM for mortgage brokers & loan officers
Every borrower, every milestone.
MagicWand is the AI CRM for mortgage brokers & loan officers: it captures email, calendar, calls and documents automatically, remembers every promise, and tells you who needs you next.
What is the best CRM for mortgage brokers & loan officers?
The best CRM for mortgage brokers & loan officers is one your team will actually keep current. MagicWand removes data entry entirely — it reads the channels where your relationships happen and ranks what to do next with Promises™ — so the record stays accurate without anyone typing into it.
The problem
What breaks CRM for mortgage brokers & loan officers
- Borrowers waiting on updates
- Realtor referral partners neglected
- Past clients forgotten until they refinance elsewhere
Borrower updates
Who's waiting on you, ranked.
Referral partners
Agent relationships tracked and nurtured.
Past-client memory
Long-cycle relationships resurface.
Consent at send
Compliant outreach by design.
Just ask
Questions mortgage brokers & loan officers ask MagicWand
Which borrowers are waiting on documents from me?
Which agents referred loans this year?
Which past clients closed more than three years ago?
FAQ
Frequently asked questions
What CRM do loan officers use?
Loan officers need fast borrower follow-up and strong referral-partner nurturing; a CRM that logs email and calls automatically keeps both current.
How much does MagicWand cost for mortgage brokers & loan officers?
$50 per user per month with every feature included — no editions, AI credits or add-ons.
How long does setup take?
Most teams connect email and calendar in minutes; Book Builder creates contacts from your inbox the same day.
Do I need to migrate from my current CRM or spreadsheet?
Not to get started. Run MagicWand alongside your current system and switch when you're ready.
Ready when you are
Stop feeding your CRM. Start talking to it.
Explore the live demo with a sample book of business. $50 per user per month when you're ready — every feature included.