Ingard said this marked a milestone in the network’s application of AI within mortgage advice.
Olmo has been rolled out following a phased implementation and aims to reduce the administrative burden, strengthen compliance and improve operational visibility for advisers.
Features include AI-generated case note summaries, personalised mortgage and regulatory updates, suitability letters aligned with Financial Conduct Authority (FCA) expectations and real-time workflow intelligence.
Olmo said the platform was already improving processes with consistency across documentation, adviser efficiency and case clarity.
Allan Currie, CEO of Ingard, said: “Olmo helps our team stay on top of cases with far more clarity. The AI support improves consistency, reduces admin, and strengthens oversight without slowing advisers down.”
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Olmo said it planned to invest in developing the platform following the roll-out, focusing on features such as intelligent document processing, compliance gap detection and application readiness, identifying bottlenecks in broker and lender pipelines and advanced performance and workflow analysis.
Longer term, the firm plans to introduce voice-enabled capabilities for brokers and clients to reduce manual data entry.
Fraser Hamilton, co-founder of Olmo, said: “Our focus has always been on building practical, reliable software that supports professionals in regulated environments. Having previously built and exited a high-growth SaaS business that ranked in Deloitte’s UK Fast 50 in 2019, we’ve brought that experience into Olmo to help modernise mortgage workflows and reduce friction for advisers.”
