Unified POS/LOS + AI: Wilco's Charlie Changes Mortgage Production Forever

About this episode

This episode discusses how Wilco's Charlie platform is revolutionizing mortgage production by integrating various technologies to enhance efficiency and borrower experience.

Join Paul Gigliotti, CEO of California MBA, on Connect for Episode 254 with Tom Morelli from Wilco! Discover how Wilco is transforming mortgage origination with Charlie – a groundbreaking Production Optimization Platform (POP) that unites POS, LOS, AI, and business intelligence into one seamless system. Key topics: - Why traditional LOS/POS silos are broken and costing lenders $11-13K per loan - Making the borrower a true partner with real-time transparency and no more repeated document requests - Breaking workflows into discrete activities for parallel processing, higher quality, and lower fallout Wilco's founding vision from industry legends (DocuSign, Optimal Blue, Ellie Mae) - The Brimma acquisition: AI-powered content intelligence (DocFlow OCR/ICR) for quick wins – even if you're not ready for full Charlie - Business intelligence that self-diagnoses bottlenecks and sets data-driven expectations Whether you're a lender battling high origination costs, prepping for the next refi wave, or exploring AI in mortgage tech, this episode is packed with insights! Timestamps: 0:00 - Intro & Sponsor Shoutouts (AmeriHome, Western Alliance Bank, etc.) 2:30 - Meet Tom Morelli & Wilco's…

People in this episode

Guest: Tom Morelli

Topics covered

• mortgage origination
• production optimization
• AI in mortgage tech
• business intelligence
• workflow efficiency

Keywords

• POS
• LOS
• real-time transparency
• parallel processing
• AI-powered content intelligence

Sponsors

AmeriHome, Western Alliance Bank

Mentioned in this episode

Products: Charlie, DocFlow OCR/ICR, DocFlow OCR, ICR

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