We interviewed GMFS's top-producing retail LOs — blind, uncoached, no features pitched — about what Elevate should do for them. The findings were consistent and clear.
A surfaced, alert-driven list of the people slipping through the cracks, paired with personalized, non-robotic outreach they review before it sends.
Income calc (especially self-employed), tax and insurance verification on refis, repetitive documents, and double-entry — concrete, nameable time drains.
Condo requirements, guidelines, servicing data, scattered weekly reports — surfaced before it's needed, behind one Elevate login, not hunted across systems.
▸ Every ask was raised unprompted. The meter shows how many of the 13 LOs asked. Click a row — or just keep arrowing through — for the evidence behind each one.
We audited the Elevate codebase against all eight asks — the top of the board is already the best-covered.