SnapScript listens to the client conversation and fills your Best Interests Duty fields as they are spoken — requirements and objectives, financial situation, products considered, the reason for your recommendation. You finish the appointment with the file already written.
No credit card · works on phone, Zoom or in the room
“…we want to be out of the rental by March, so settlement can't drag.”
Note-takers summarise a meeting. SnapScript returns the specific fields you are obliged to evidence, in the same structure every time.
Name the fields your licensee actually reviews — requirements and objectives, financial situation, products considered, exit strategy — and every appointment comes back in that exact shape. Change the schema once and the whole office follows it.
Fields resolve during the conversation, not after it. No evening spent reconstructing a 45-minute appointment from three lines of shorthand.
Capture from your microphone or straight from system audio, so a kitchen-table appointment and a Teams call run down the same path.
Speaker separation is on by default. When both applicants are talking over each other, the file still reflects which one set the constraint.
Language is detected automatically — you don't declare it up front. The conversation can happen in Mandarin or Arabic and the fields still come back in the structure you defined.
Structured JSON out by webhook or API. The point is the data landing where your process already lives — not another note to copy across by hand.
The gap in every other broker AI tool: a reviewer can see the finished note, but not where it came from. SnapScript keeps the conversation and the extraction against the same session, so the answer to “why is this in the file?” is one click, not a memory test.
The full transcript is kept against the session, with speakers separated automatically.
Each field is captured against that same session id, so every value has a line of speech behind it.
You review and correct before anything is filed. Your version is the one that goes in — the extraction stays visible underneath it.
Structured JSON to your CRM by webhook or API, with the conversation it came from still attached.
“So offset makes sense because the bonus lands in one hit each year, and it just sits there doing nothing until the school fees come out.”
{
"recommendation_reason":
"Offset suits lumpy annual bonus
income; funds idle between
receipt and school fees."
}Added the comparison rate the client was quoted. The original extraction stays attached to the session, so the change is visible rather than silent.
Most brokers already know what belongs in the file. The cost is getting it there twice — once in the room, once again at 9pm.
That evening, from three lines of shorthand
During the appointment, as it is said
Whatever the template allows
The fields your licensee actually reviews
Your reconstruction, hours later
The client's own words, captured live
You explain it from memory
Point at the line of speech behind the field
English, or you translate as you go
Detected automatically, fields still structured
Retyped into the CRM
Structured JSON, by webhook or API
You already do step two. SnapScript changes what happens on either side of it.
Build the fact-find your licensee actually reviews. Keep a separate collection per appointment type — purchase, refinance, construction — so each one returns the right structure.
Kitchen table, phone, or Teams. Press record and run the conversation you were going to run anyway — no script, no prompting the client, no laptop between you.
The fields come back filled, with the transcript behind them. Correct anything the model got wrong, sign off, and push it to your CRM as structured data.
No black box. Here is the pipeline every appointment runs through, and the exact shape of what lands in your CRM at the other end.
Define the fields once on a collection. Every appointment recorded into it comes back in the same structure — so a file review reads the same whichever broker took the meeting.
{
"requirements_objectives": "...",
"financial_situation": "...",
"products_considered": "...",
"recommendation_reason": "...",
"exit_strategy": "..."
}Priced against the evening you currently spend writing up the day’s appointments.
Run a couple of appointments through it
For the broker writing their own files
One fact-find standard across the office
Set up your fact-find fields, record your next client meeting, and look at the file it hands you. The free tier is enough to find out whether this changes your evenings.
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