About MAGNAVIS
Recruiting intelligence for mortgage professionals.
What is MAGNAVIS?
MAGNAVIS is a recruiting intelligence platform purpose-built for mortgage professionals and teams. It brings candidate profiles, NMLS identity, loan-level production history where available, activity records and AI-assisted summaries into a single recruiting workflow.
Built by Middleton Advisory Group, a mortgage recruiting firm with 30+ years of industry expertise, MAGNAVIS is the platform we built to solve the recruiting challenges we face every day.
Product Identity
Key Features
- Candidate Intelligence: NMLS identity, loan-level production history where available, and recruitable/do-not-recruit flags.
- Activity Records: Calls, emails, tasks, notes and calendar events with audit history.
- Team Dashboard: Recruiter activity metrics. Pipeline and ownership figures appear once verified CRM relationship history is loaded.
- AI-Assisted Summaries: Candidate summaries and draft messages built from the recorded candidate profile, reviewed by a recruiter before anything is sent.
- Compliance & Audit: Role-based access control, data visibility rules, and comprehensive audit logging.
- Integrations: Governed Microsoft 365 email and Twilio SMS when configured. MAGNAVIS's internal calendar is available; external Outlook calendar synchronization is not implemented. Candidate communication is recorded in MAGNAVIS, with provider acceptance kept distinct from confirmed delivery.
Contact & Support
Questions? Contact us at support@middletonadvisorygroup.com.
Middleton Advisory Group
Mortgage recruiting intelligence platform
Open Source Notices
MAGNAVIS uses open-source software. The selected major technologies below are provided for general product information and are not a complete dependency or license inventory.
MIT License
MIT License (part of .NET)
MIT License
Apache License 2.0
BSD 3-Clause License
LGPL License
Server Side Public License (SSPL)
MIT License
Dependency and license details change as the Beta evolves. The repository's
*.csproj, package.json, and lock files identify its declared dependencies;
they do not replace a release-specific legal notice or software-bill-of-materials review.
The required .NET CI workflow retains an exact-commit CycloneDX SBOM, generated third-party-notices inventory,
provenance record, and SHA-256 digest list for counsel review. Those generated artifacts inventory
package metadata; they are not a license-compatibility decision or a counsel-approved legal notice.