The walkthrough video is recorded but not published yet. It will sit at the top of this page once it goes live. Everything below is ready to follow in the meantime.
Before you start
Two pages worth reading first, so the rest of this makes sense:The setup path
1
Set up your stages
Do this before anything else. Every pipeline, every automation and most of
your reporting hangs off your stages, so changing them later means redoing
work. See Why you should set up your stages before anything else.
2
Shape your sales pipeline
Turn those stages into the pipeline your team actually works.
See How to customize your sales pipeline in Leaf360.
3
Build your agent and partner pipeline
Referral partners move through their own stages, separate from leads and
loans. See How to build a pipeline for your real estate agents.
4
Bring your database in
Import your existing contacts rather than retyping them.
See How to move your database into Leaf360.
5
Add leads and referral partners by hand
For everything that arrives one at a time after the import.
See How to add leads and referral partners in Leaf360.
6
Convert a lead into a business contact
When someone turns out to be a referral source rather than a borrower.
See How to change a lead into a business contact.
7
Work in bulk
Once there is volume in the system, stop doing things one record at a time.
See How to update hundreds of leads at once in Leaf360.
8
Give your agents their own login
Partners get a portal of their own instead of emailing you for updates.
See How to give your agents their own login.
9
Turn on notifications
Last, so you are not buried in alerts while you are still setting up.
See How to turn on notifications in Leaf360.
Once you are set up
- Navigating Leaf360 for the sidebar, search and keyboard shortcuts.
- The three workspaces if your company uses more than one.
- Leaf360 Mortgage CRM for everything in the loan officer workspace.