Everything a broker needs, captured the moment it is said.

Flic takes the discovery call, a dictated note or the client's documents and turns them into perfectly recorded facts. Getting the details right early makes the entire process smooth, and your solution perfect.

Join waitlist See how it works

00:00

Recording

Facts caught12

Drop the manual process and just hit record.

10 x the admin without Flic

Scribbling notes during the call

Re-keying facts into every system

Emailing the client for what you missed on the call

Writing the document list and first email from memory

Your team asking questions you can't answer

Having to change lenders mid deal because a detail was missed

With Flic, just hit record

Record the call, or dictate a note. The rest is automatic.
Note outlining the key detail, copy to your CRM
Policy flagged, lending strategy written
Fact find pre-populated
Document request list, exact to the scenario
First email to client
Documents ingested, fact find auto-updated
Perfect numbers, ready for your servicing calculator

No call recording? Dictate a quick note the moment you hang up. The same chain runs.

With client finances, nearly right is wrong

Generic AI cannot be trusted to extract correctly.

What the transcription tool gives you

A typical prompt

Pull the key facts out of this call. Income, savings and debts, as a table.

Any chatbot, straight out of the box

What can come back

Income$110,000

Added a bonus that is not guaranteed

Savings$110,000

$40,000 is from parents. Gift or loan?

Credit card$0 a month

Missed the $10,000 limit

An output you have to check cannot make you faster: the moment you re-read the document list, the first email, the credit proposal or the servicing maths, you may as well have written them yourself.

Flic connects what was said, to what's on paper

Every fact found, even the ones nobody said outright

Facts flagged

Debt

Indooroopilly mortgage said $180,000 on the call; statements show $211,722.69.

loan-statement-1.pdf

Written in the document, 23 Sept

Debt

Repayment set at $1,100 from call; but loan statements confirm it to be $1,398.48 a month.

loan-statement-1.pdf, loan-statement-2.pdf

Written in the document, 23 Sept

Income

Rent said $650 a week on the call; the residential tenancy agreement shows $560 a week.

tenancy-agreement.pdf

Written in the document, 23 Sept

Evidence sourced

Account name:

P. NAIR, D. HARTLEY

Loan account information:

Type of loan:Owner Occupied Standard Variable Rate Term expires on:15 December 2053 Original loan amount:$45,000.00Extra loan found. A $45,000 split on the same apartment, never mentioned on the call. Balance $42,563.43. Current interest rate:5.94% p.a. Minimum payment:$275.31Second repayment found. $275.31 a month on this split. Statement 1 shows $1,123.17. Together, $1,398.48 a month. Next payment due date:15th of month Security:Unit 14, Musgrave Rd, Indooroopilly QLD 4068

Important information for home and other property owners: Protecting your property with adequate insurance is often a condition of your loan. We recommend you review the terms and conditions concerning insurance in any mortgage you have granted to us to make sure you are complying. It's important to be sure that you have an appropriate level of insurance cover in the event of your property being damaged or destroyed.

Flic's fact extraction is proprietary. Every figure stays tied to its source. Other AI forgets its inputs the moment it answers. Flic remembers, cross references, and records what is needed. E.g. Payslip commissions annualised at the frequency stated in the call.

A process is only automatic if the facts check themselves

See how it works

Everything a broker needs, captured the moment it is said.

Drop the manual process and just hit record.

10 x the admin without Flic

With Flic, just hit record

With client finances, nearly right is wrong

Flic connects what was said, to what's on paper

Join the waitlist.