How to View Company Reports

Modified on Sat, 8 Mar at 1:52 PM

Lenders can conveniently access a comprehensive report for their company through Charlie's platform.

Instructions to Access Company Report

Step 1: Log into Charlie
Step 2: Click on Analytics Icon
Step 3:Generate Daily Report

Step 1: Log into Charlie

To get started, simply log into your Charlie account.

Step 2: Click on Analytics Icon

Once logged in to the home screen, locate and click on the INSIGHTS icon on the side sheet next to the Loan list.

Step 3: Generate Daily Report

Click VIEW ANALYTICS to instantly generate available reports.

Permission settings ensure that only authorized users can access certain reports, keeping sensitive information secure.