Client: Mortgage Magic
Industry: Financial Services, Mortgage & Protection Advisory
Website: www.mortgage-magic.co.uk
Services Provided: Web Design, Web & App Development, UX Strategy, Consultation Tools, Hosting & Compliance

Project Overview:

Mortgage Magic is a forward-thinking financial advisory firm helping clients navigate mortgages and protection solutions with ease. To improve both lead generation and client experience, the company sought a complete digital solution that could support online discovery, consultation, and communication.

We were appointed to design and build both a professional website and a client-facing mobile-friendly app, providing users with a smooth, secure, and supportive journey from initial enquiry to application.

Goals:

• Create a modern, trustworthy website that drives enquiries and educates users
• Build an easy-to-use platform for clients to submit forms, track their progress, and upload documents
• Ensure the entire system is secure, compliant, and accessible on all devices
• Reflect the brand’s values of clarity, support, and expert advice

Design Approach:

• Professional and Calming Aesthetic: A reassuring colour palette and thoughtful use of space build trust and confidence
• Client-Focused Navigation: Visitors can easily explore services, understand their options, and request advice
• Streamlined User Journeys: Both the website and app are structured to reduce complexity and guide users naturally toward action
• Mobile-First Thinking: The entire experience is optimised for phones and tablets, supporting users on the go

Development Overview:

• The website was built with a lightweight content management system, allowing the client to update content easily
• A custom app was developed to allow clients to securely upload documents, schedule calls, and track their progress
• The backend supports role-based access, meaning advisors and clients see only what’s relevant to them
• Strong attention was paid to speed, performance, and data protection, including GDPR compliance

Key Features Delivered:

• Easy-to-use enquiry and consultation forms
• Secure client login with document upload and task tracking
• Appointment booking integration
• Admin dashboard for managing leads and applications
• Fully responsive design across web and mobile

Impact:

• More than doubled incoming leads within weeks of launch
• Reduced back-and-forth during onboarding thanks to the client app
• Delivered a consistent, credible brand experience at every digital touchpoint
• Future-proofed the business with a platform ready for automation and marketing expansion