TEG Federal Credit Union Selects Wilqo’s Charlie Platform to Streamline Mortgage Operations

Poughkeepsie, NY – October 16, 2025 – TEG Federal Credit Union, a member-focused financial cooperative serving the Hudson Valley, has selected Charlie, the AI-driven Production Optimization Platform™ from Wilqo, to power its mortgage lending operations starting in 2026. By adopting Charlie, TEG aims to modernize its origination process, utilizing Charlie’s single-code base LOS, POS and BI platform to reduce manual effort, accelerate cycle times, as well as enhance accuracy and compliance.

What Leaders Are Saying

"Credit union members expect speed, service, and simplicity, and that was a constant struggle with existing systems,” said Jackie Fellin, Chief Lending Officer at TEG FCU. “Now that we know we have the platform we need, we can get back to closing more loans, more efficiently, while ensuring every member interaction reflects the level of care they’ve come to expect from TEG.”

"Charlie was built to fix what is wrong in the mortgage origination process,” said Larry Huff, Director and CoFounder at Wilqo. “TEG’s team shares our belief that lenders shouldn’t be stuck in yesterday’s workflows. We’re thrilled to support their next phase of growth with a platform that’s fast, flexible, and focused on results.” 

Why This Matters

TEG Federal Credit Union is known for its commitment to delivering fast, transparent, and responsive service to its members. In choosing Charlie, TEG gains access to a unified, cloud-native platform that allows them to deliver the ultimate member experience.

Key Benefits for TEG Include:

• Members in the same system as TEG staff: Members are now a true party to the loan. They will have access to a modern UX, real-time updates, and clarified experience.

• One platform: TEG will no longer have to juggle disparate systems, convoluted admin, and data syncing issues. They now get to work in a unified, cloud-native platform.

• Compliance confidence: Built-in alerts and intelligent automation help keep timelines on track and documentation complete.

• A new level of efficiency: Individual steps of the origination process are broken down into easier to complete activities and automated when possible.

• Actionable data insights: Charlie surfaces operational bottlenecks and helps the team continuously optimize workflows and resource allocation.

About TEG Federal Credit Union

Founded in 1969, TEG Federal Credit Union is a full-service financial institution serving more than 40,000 members throughout the Hudson Valley. TEG is committed to helping its members achieve financial wellbeing through innovative solutions and personalized service. For more information visit https://www.tegfcu.com.

About Wilqo

Wilqo is redefining loan manufacturing with its Production Optimization Platform™ (POP), named Charlie, designed to help lenders close more loans with less effort. Built on a modern, scalable architecture, Charlie combines loan origination, point-of-sale, automation, and analytics into one seamless platform. With Wilqo’s recent acquisition of Brimma Tech, the platform has the ability to integrate even more AI-powered tools to drive lender efficiency and profitability. For more information visit www.wilqo.com.