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This is the product knowledge base for Leaf360, the AI operating system for mortgage. It explains what each screen does and how to finish the work you do every day: signing in, moving between workspaces, working leads and loans, recruiting and licensing your own team, and giving outside parties a portal to log into. Leaf360 is software sold to mortgage companies. Leaf360 is not a lender and does not originate loans. New here? Read What is Leaf360, then Signing in.

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Choose your workspace

Leaf360 Mortgage CRM

Your personal pipeline: leads, loans, partners, calling, marketing and LIA.

Wholesale CRM

Broker relationships, broker applications and the wholesale loan pipeline.

Recruiting

Hiring, onboarding, licensing and compliance for your own team members.

Portals

The six sign in areas for people outside your company: broker, lender, partner, borrower, applicant and recruit.

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