The Client Portal: your 24/7 digital assistant

Simplify data collection, verify identity, and upload docs in one secure space.

The Client Portal: your 24/7 digital assistant
  1. 01

    Automated AML & identity verification

    • AML & KYC

      Keep your cases moving with integrated Anti-Money Laundering (AML) and "Know Your Customer" (KYC) checks.

    • Instant verification

      Clients can complete identity checks and biometrics directly through the portal on their mobile device.

    • Regulatory peace of mind

      All checks are timestamped and logged within the case file for a complete audit trail.

  2. 02

    Document management & intelligent uploads

    • Secure uploads

      Clients can securely upload bank statements, payslips, and credit reports directly to the portal.

    • Auto-scanning

      The portal identifies document types and flags any unreadable or blurry uploads immediately, so they can be fixed on the spot.

  3. 03

    Task management & progress tracking

    • Client tasking

      Keep clients engaged and informed with a clear "To-Do" list

    • Real-time progress

      A transparent "Case Tracker" shows the client exactly where their application stands, reducing "check-in" calls and emails.

    • Automated reminders

      Olmo sends gentle nudges for outstanding tasks, ensuring the application remains on track for completion.

Why our portal?

The Olmo Client Portal is designed to remove the friction of data collection, giving your clients a modern, secure, and intuitive way to progress their mortgage application. By centralising every task, document, and conversation, we ensure you spend less time chasing and more time advising.

See the Client Portal experience

Explore broker pricing today.