Speak your meeting notes into Olmo and watch them become CRM updates and suitability memos.
The most valuable data often exists in the broker's head right after a call. Olmo captures it before it fades.
Record a quick summary on your mobile app while driving to your next appointment or immediately after a Zoom call.
Our natural language processing goes beyond transcription, identifying structured data (like a client's unexpected bonus, a change in retirement age, or a specific lender preference) and placing it in the correct CRM field.
Trained on mortgage-specific acronyms (e.g. LTV, ERC, SVR, AIP), Olmo achieves near-perfect accuracy where general-purpose tools like Otter or Siri fail.
Turning raw notes into a professional record is typically the most tedious part of the job.
Olmo converts your spoken words into a structured meeting memo that follows compliance-ready templates.
The AI automatically identifies commitments made during the call (e.g. "I will send over the KFI by Thursday") and adds them to your task list with automated reminders.
Six months later, you can ask Olmo "What did I agree with the Smiths regarding their life cover during our October call?" and get an instant verbal or text answer.
In a highly regulated industry, "he said, she said" is a risk. Olmo provides a definitive audit trail.
Every voice note is timestamped and attached to the client file, providing robust evidence of the advice process for future file checks.
Unlike many general AI tools, Olmo is built with financial-grade security. Your client conversations are never used to train public AI models, ensuring total data sovereignty.
Ensure every broker in your firm or network produces the same high standard of documentation, regardless of their typing speed or administrative habits.
Average brokers reclaim 10 hours per week by eliminating manual data entry and post-meeting typing.
By automating the heavy lifting of documentation, you can manage more complex cases or focus on strengthening client relationships.
With notes processed instantly, the time-to-yes is shortened, and applications move through the pipeline up to one week faster.
At HubSolv, we mastered the art of managing complex financial data. At Olmo, we've added a voice layer to that expertise, allowing you to control your entire business without ever touching a keyboard.
See how a single voice note becomes a structured CRM update, a suitability memo, and a list of follow-up tasks.