The AI-driven mortgage CRM that works alongside your brokers
Olmo uses AI to understand cases, guide advisers, and surface risk—helping firms operate faster, safer, and with greater confidence.
Trusted by forward-thinking mortgage firms and networks
Instant case understanding
Olmo automatically creates clear, structured summaries of every case — so advisers, admins, and supervisors can understand progress at a glance without digging through notes.
AI features that guide better outcomes
Your brokers get real-time support as they work. Olmo highlights missing information, prompts next steps, and helps teams stay consistent — without micromanagement.
Compliance intelligence, built in
Olmo continuously monitors case activity and surfaces potential risks early — helping compliance teams maintain oversight, improve record quality, and reduce late-stage surprises.
Everything you need
Powerful features to help mortgage teams move faster, stay consistent, and reduce risk.
AI case intelligence
Know every case instantly — without reading 50 notes. Spend less time reviewing files. Pick up any case in seconds. Never miss a risk.
Automated suitability compliance support
Reduce file failures and regulatory risk. Fewer failed audits. Stronger files. Less remedial work.
Faster case progression
Get applications to offer quicker. More cases completed per adviser. Shorter processing times. Higher revenue.
Integrated sourcing, protection & KYC
No more double entry. No more system hopping. Cut admin by 30–50%. Reduce errors. Improve adviser efficiency.
Team & network collaboration
Full visibility across advisers, admins, and compliance. Better oversight for principals. Faster support. Clear accountability.
Management & compliance dashboard
See problems before they become breaches. Run the business proactively. Protect network reputation. Improve AR quality.
“Olmo helps our team stay on top of cases with far more clarity. The AI support improves consistency, reduces admin, and strengthens oversight without slowing advisers down.”
Ready to see Olmo in action?
Book a short demo to see how AI-driven case intelligence can support your brokers and strengthen compliance.