Every broker in the group, one view of the deal flow.
The Enterprise Dashboard turns the platform every broker already uses into the network's dashboard. What the group is asking, which lenders it is finding, where policy is losing deals, and who is doing the work. No survey, no spreadsheet, no month-end scramble.
Sales-led. Aggregate views only; a broker's client detail stays with the broker.
Illustrative figures. Your walkthrough shows the dashboard on your own network.
What the group sees
Network volume
Scenarios by week, by state and by broker, so the group knows where the work is and where it is drying up.
Topic movement
Which lending questions are rising and falling across the network, weeks before a BDM hears it.
Lender visibility
Which lenders the network shortlists and which it never sees, split bank and non-bank, against the panel you actually offer.
Broker league tables
Who is asking, who is settling, who has gone quiet, so support goes where it is needed.
Panel and exclusions
Excluded products stay out of every broker's answer. Panel changes take effect group-wide the same day.
Onboarding at scale
Every broker gets Charli, Match, Alex and the training library on day one, with the group's brand voice set once.
Your platform for the network, or inside it.
Run Cynario as the group's own platform, or embed Charli in the tools you already give brokers through the Partner API and the embeddable chatbot. Either way the dashboard sees the whole network.
- Partner API for scenario answers inside your own systems
- Embeddable chatbot for a broker portal or intranet
- Single sign-on and group-wide settings
| Lender | Shortlisted |
|---|---|
| Macquarie | 31% |
| ING | 24% |
| Pepper Money | 19% |
| La Trobe | 7% |
Illustrative figures.
Questions groups ask
Can we see a broker's client data?
No. The dashboard is aggregate and de-identified. A broker's scenarios and clients stay with the broker.
How is it priced?
Per broker, on group terms. Book a walkthrough and we will show the dashboard on your network's numbers.
How long does rollout take?
Days, not months. Brokers sign in and everything is there; the group's settings are made once.