Advisors can fill any web form from a client's record with the Marloo browser extension, without retyping details from one screen to another. Marloo opens beside the page you're working on, enters what it knows about the client, and outlines each value so you can see where it came from. It asks before it presses any button, and it never submits the form for you. The extension works on a computer in Chrome, and also installs in Microsoft Edge.
Install the extension
In Marloo, go to Settings > Integrations.
Search for "Chrome extension" and open Marloo browser extension.
Install it. On the Chrome Web Store page, click Add to Chrome and confirm.
Open the web page you want to work on, then click the Marloo icon in the browser toolbar. It may sit under the Extensions puzzle icon, and you can pin it. You can also press Alt+Shift+M. Marloo opens in the browser's side panel beside the page.
If the panel shows Sign in to Marloo, sign in in the new tab. The tab closes once you're signed in and returns you to your page. If it shows Finish signing in to Marloo, complete the extra step, such as a verification code.
If you belong to more than one firm, choose one when the panel asks you to Choose the firm to work in.
The panel is the same Marloo chat, with access to everything in your Marloo account, including clients, files and meetings. Marloo reads a page only when you open it on that page.
Fill a form for a client
Open the form page. This works on custodian and platform portals, such as account-opening forms.
Open Marloo in the side panel. You can pick a starter prompt, such as Fill this page for a client, or write your own.
Ask in plain words, for example: "Fill this page for my client David Nakamura." Marloo takes what it knows from the client's record and fills the fields.
Review the page. Each value Marloo enters is outlined to show where it came from. Some values are flagged Check this value before you continue., with Marloo's note explaining why.
For a multi-page form, move to the next page and ask Marloo to fill that page too.
When you're happy, submit the form yourself.
You can also use What's on this page? or Check this page against the client's record to review a form that's already filled in.
Stay on the form's tab while Marloo fills it. Switching to another tab or window part-way can stop the task.
Let Marloo press buttons for you
Marloo asks before it presses any button on the page. The chat shows a card titled Press "<button label>"? with two choices, Press it and Don't press.
If you'd rather not approve every click, tell Marloo in the chat, for example: "Fill this and click Next on each page." You can also set this up in a skill. The chat then notes Pressed without asking, as you said: "<your words>". After 20 presses without asking in one reply, Marloo asks again.
Note: Buttons that delete, pay, move money, agree, sign, send, or sign in or out always ask, whatever you've said. Marloo never submits the form for you without your approval.
If something doesn't work
Marloo leaves fields blank. Ask: "Ask me everything you need to know to completely fill this form." If the information is in a file on the client's record, point Marloo to it, for example: "Look at the files on the client's record."
Marloo says it can't read the tab. Click the Marloo icon in the toolbar while you're on that page.
Marloo says the side panel and extension are different versions. Update the Marloo extension in Chrome and reopen the panel.
The panel says "The browser extension isn't on for your firm". Contact Marloo support to turn it on.
The extension doesn't work on a page. It only works on secure (https) web pages, and not on Marloo's own pages.
A page in a normal tab says "This page opens in the Marloo browser extension". Install the extension and open it beside the page you're working on.