Turn the industry's biggest friction point into your greatest competitive advantage.
Unlike standard digital forms that present a rigid list of questions, Olmo's AI adapts in real-time based on the client's intent and previous answers.
If a client mentions a gifted deposit, the AI immediately asks for the relationship to the donor and the source of funds.
It detects when a client is a business owner and shifts to a specific branch of questioning regarding net profit, dividends, and salary, bypassing irrelevant PAYE questions.
The AI performs sanity checks as it goes. If a client enters a purchase price lower than the loan amount, the AI gently asks for clarification before the data ever reaches your desk.
Olmo deconstructs the conversation into structured data, going beyond a simple transcript.
Every data point, from National Insurance numbers to pension contributions, is extracted using natural language processing and mapped directly into the Olmo CRM fields.
The AI creates a broker briefing summary for you, highlighting key red flags or complexities (e.g. credit blips or unusual income structures) so you can prepare for your first call in seconds.
Reach a broader client base with an AI that can conduct the initial fact-find in multiple languages while populating your CRM in English.
Traditional fact-finds fail because they feel like an interrogation. Olmo feels like a chat.
Instead of a single 40-minute session, clients can complete the fact-find in bursts on their mobile, with the AI remembering exactly where they left off.
Clients can snap a photo of a document (like a P60 or passport) mid-chat. The AI extracts the data to pre-fill the next set of questions, reducing manual typing by up to 70%.
Your office is always open. Clients can start their journey at 10pm on a Sunday and have a completed case file waiting for you on Monday morning.
The goal is accurate data.
The AI flags inconsistencies. For example, if the stated income on the fact-find doesn't match the figures on an uploaded payslip.
The chat interface is built to ensure all mandatory disclosures and Know Your Customer (KYC) requirements are met at the very first touchpoint.
We spent years perfecting the data-gathering process for the most complex financial cases. With Olmo, we've taken that deep logic and supercharged it with the latest large language models to ensure your data is cleaner and your clients are happier.
Walk through the conversational fact-find with the team and explore how it slots into your existing broker workflow.