Features for the modern advisor
The mortgage broker toolbox
Let Olmo scale and grow your business with automation
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End-to-end solution for advisors
Helping advisors improve sales, save money and build their business.
CRM
Simplify mortgages and protection, grow your revenue with productivity, collaboration, and insights.
Client Portal
Engage with your clients from any device. Access client information and files quickly, eliminating the need to wait to progress applications.
Sourcing
Choose from a range of integrated sourcing partners for both mortgage and protection products
proactive setup
We offer a unique approach
We are different from other providers. We work alongside you to get the most from our solutions. Ensuring all staff are trained and ready to hit the ground running.
- We work with you directly
- Proactive setup
Features
Explore Olmo's Features​
End-to-end mortgage and protection platform connecting advisors, intermediaries and home buyers.
Sourcing
We integrate with the major sourcing solutions for mortgages and protection products.
Sales & Marketing
integrate your marketing channels, automate marketing activity to customers with emails and sms.
CRM
Contacts, pipeline management, tasking, workflow automation, team management and more.
Customer Portal
Allows customers to complete tasks, upload documents, complete AML checks and more
Automation
Automate customer communication, tasks and administrative work.
Document Generation
Use off the shelf templates to automate your documentation or customise documents to suit your firms needs.