A real-time, 360-degree view of your pipeline, conversions, and commissions.
Every morning, see the numbers that actually move the needle for a solo practitioner or small firm.
Instantly see your total pipeline value categorised by stage (e.g. lead, AIP, full app, offered, completed).
Automatically flags cases that haven't moved in 48 hours or are awaiting lender feedback, so nothing slips through the cracks.
View your expected commission vs. cleared commission for the month to manage your cash flow with certainty.
Identify bottlenecks in your process so you can close cases faster.
See exactly which clients are currently engaging with the AI chat and what percentage of their data is complete.
Track how long it takes for clients to upload requested documents versus how long lenders take to review them.
A first-time-right metric that shows how many of your cases go through without lender queries, powered by Olmo's compliance checker.
Olmo manages your current cases and protects your future ones.
A six-month forward-looking view of your back-book. Olmo alerts you 180 days before a client's fixed rate expires, allowing you to beat the pro-forma letters from banks.
Identifies clients who have a mortgage but haven't yet secured protection or general insurance through you.
Your dashboard is built for action.
Based on your voice-to-text notes and case updates, Olmo prioritises your tasks by urgency and value.
Quick links to the most common lender portals for the specific cases you are working on that day.
Most reporting tools are built for management oversight. Olmo's broker dashboard is built for production. We've stripped away the corporate fluff and focused on the metrics that help you manage more cases without working more hours.
We'll walk through your real-world pipeline and show how Olmo surfaces the moments that matter.