Command Center
The state of the board, top to bottom. Live data or an honest empty state — nothing here is fabricated.
No production data yet — it lights up as loans sync.
Production Dashboard
Phase 1 · foundation
Leads by source, speed-to-lead, pipeline, units/volume vs goal, MLO performance. Renders an honest empty state until Arive data is connected — no invented numbers.
Lender Directory
Phase 1 · foundation
Approved wholesale/correspondent/private lenders with AE contacts, comp, and credit-box for lender matching. Internal-only; the full 46/68-lender dataset (telemetry + credit-box) loads with the DB.
CRM & Lead Management
Planned
Native CRM replacing FollowUpBoss: capture, dedupe, assignment, first-to-claim, cadences, comms timeline, reply-triggered automation.
Marketing / SEO / GEO
Planned
Meta/Supermetrics spend, SEO/GEO tracking, Realtor Creative Monster, triggered content.
Financial Projections
Planned
Forecast volume/units/revenue with assumptions labeled; actuals vs projected separated.
Recruiting / LO Expansion
Planned
Recruit pipeline + CRM, MMI source path, onboarding into MLO role.
Integrations Console
Planned
Status + config for Arive, UWM, Retell, Twilio, Meta, QuickBooks, Supermetrics, and more.
Compliance Guardrails
Phase 1 · foundation
Consent, retention, and the hard AI authority limits. Active from Phase 0.
AI Copilot (LO Intelligence Engine)
Gated · sign-off required
Expands WFG's owned LO Intelligence Engine into the copilot layer: follow-up, doc review, income calc, condition matching, lender match, LOX, 1003 voice intake.
Audit Log
Phase 1 · foundation
Immutable, attributable record of every meaningful action.