Charlie surfaces the metrics that matter before you have to look for them. Our out of the box solutions give you insight to pipeline conversion, fallout, and sales performance — allowing you to harness opportunities.
WHAT YOU SEE
Every metric that drives your P&L, in one place.
Pipeline conversion
Track lead-to-fund rate by channel, originator, and product.
Fallout analysis
Identify exactly where loans drop and why.
Cycle time
Stage-by-stage cycle time with bottleneck flagging.
Margin & profitability
Real-time margin per loan, per branch, per LO.
The insight find you - before it's a problem.
WCharlie tracks your production data continuously and flags what needs attention - so your team acts on issues early, whil they're still small.
Anomaly detection across pipeline, cures, and fallout
Personalized digests for execs, ops, and originators
Drill from any KPI directly into the underlying loan files
Built for the data you actually have.
Because the analytics are native to the platform, every loan event, condition, and decision is structured from day one — no warehouse project, no consultants required.
Zero-ETL: data is structured at the source
Standard exports to Snowflake, BigQuery, and your warehouse
Pre-built playbooks for retail, wholesale, and correspondent
GET STARTED
Stop maintaining. Start manufacturing.
Replace your fragmented stack with one production optimization platform. Built for modern lenders.
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