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

Just hit record. Everything else happens automatically

Start by

Recording the call

Hit record on the discovery call. Flic listens the whole time recording every drop of detail perfectly.

Dictating a note

Not recorded? Talk the scenario through once while it is top of mind. A dictated note runs the same chain as a recording.

The rest happens automatically

Note outlining the key detail and the curly bits

Seconds after the call, the case note is written: inclusive of all of the detail you'd normally have to remember.

No more quick notes that summarise away key detail.

Flic brief for a client file, summarising who they are and what they want

Policy flagged, lending strategy written

Flic outlines the loan strategy, checks every fact against lender policy and flags what might cause trouble.

No more surprises mid way through the deal.

Fact find pre-populated

Flic interprets every figure, annualising & normalising every number so the facts are usable from the beginning.

No more re-keying or collating the facts that matter.

Flic fact find, every fact tagged as stated, verified or corrected

Document request list, exact to the scenario

An exhaustive list of documents needed to develop the solution specific to this client. Ordered top to bottom by importance.

No more manual list compiles. Never over ask again.

Flic document request list, grouped by applicant with what is already received

First email to client

A summary of what the client told you, so they know they were heard, just enough detail on what is coming, and the doc request link.

No more manual follow up emails.

Flic create menu: initial email, document request, CRM note and credit documents

Documents ingested, fact find auto-updated

Flic ingests docs, checks them off the list on arrival, and auto updates the fact find.

No re-keying. No more confusion over what to use in servicing.

A payslip ingested by Flic, with the facts it extracted linked to their source

Perfect numbers, ready for your servicing calculator

Fact find completed, auto-copy inputs to your industry calculator of choosing.

Never run servicing on the incorrect figures again.

Flic servicing scenario with use of funds and every input traced to its source

Pricing

Read waitlist offer below

See brokerage pricing

Core

$49per user, per month

Record the calls that matter most, dictate the rest and upload any document. Flic extracts every fact and turns it into the next steps for the deal.

Transcribe

10 client calls per month

Dictate or write unlimited notes

Documents

Upload and extract from unlimited documents

Auto-create

Client note with strategy and policy flags

Case specific document request list

Fact find auto-populates from transcripts and documents

Client emails

Broker notes, copied to your CRM

Support staff

Unlimited support staff logins included

Pro

$79per user, per month

Unlimited, so you never run out. Record every call, dictate every note and ingest every document. Create any document you need from the first client email up to and including the application note.

Transcribe

Unlimited client calls per month

Dictate or write unlimited notes

Documents

Upload and extract from unlimited documents

Auto-create

Client note with strategy and policy flags

Case specific document request list

Fact find auto-populates from transcripts and documents

Client emails

Broker notes, copied to your CRM

Lending proposal document

Credit note for application

Support staff

Unlimited support staff logins included

Max

Coming soon

$249per user, per month

Everything in Pro, carried all the way. From the first call to lodging the application with the bank, with no manual input. Flic extracts every figure once and uses it correctly at every step of the deal.

Join the waitlist: 14 days of Pro free, and unlock up to a year of Pro at the Core price.

No card needed. We email you the moment Flic launches.

Join the waitlist

Join the waitlist.

Join now and get 14 days of Pro free when Flic launches. Plus, refer brokers to unlock up to a year of Pro at the Core price.

14 days of Pro, free
3 months of Pro at $49 a month for each broker you refer, up to 12 months
Signing up your whole brokerage? From launch, everyone in it gets Pro at the Core price for 12 months. No referrals needed.

Signing up the whole brokerage? Would you like to be a design partner?

Design partners use Flic free of charge and receive every new version in advance, in exchange for feedback that makes the product better for everyone. We'll send an email should you be chosen.

By joining you agree to hear from us about Flic's launch and offers. Unsubscribe any time. If you joined through someone's referral link, we'll let them know you joined. Referral rewards count only for brokers who join with a confirmed business email. See our privacy policy.

Contact

Get in contact

A question, a support issue, or a brokerage you want set up. Tell us and one of the team will reply.

Frequently asked

Is Flic a CRM?

No. Flic sits in front of your CRM. It captures the call, extracts the facts and produces the brief, the document list, the email and the fact find. You copy the output into the systems you already use.

Does Flic contact my clients?

No. Flic sends your clients nothing itself: every email is drafted for you to read and send from your own account, in your name, and its notetaker joins a call only when you send it.

Is recording a call legal?

Yes, with consent. Flic prompts you to ask at the start of every recorded call and records on the client's file that consent was given, so it can be shown later.

Does Flic give advice or pick a lender?

No. Flic finds the facts and shows the evidence behind every figure, for you to check. The licensed broker makes every decision.

Where is my data stored?

Stored in Sydney and encrypted at rest and in transit. AI, call recording, transcription and some service logs are processed in the United States. See the privacy policy.