Features for the modern advisor
The mortgage broker toolbox
Let Olmo grow your business through automation
Featured in
End-to-end solution for advisors
Helping advisors improve sales, save money and build their business.
CRM
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Client Portal
Engage with your clients from any device. Access client information and files quickly, eliminating the need to wait to progress applications.
Sourcing
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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.
Sales & Marketing
integrate with your marketing channels, automate marketing activity to your customers with emails and sms.
CRM
Contacts, pipeline management, tasking, workflow automation, team management and more.
Reporting
Report across campaigns, teams and more.
Integrations
We offer a wide range of off-the-shelf integrations and are constantly working to expand our offerings.
Client Portal
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Tasks
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Automation
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Document Generation
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