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Leaf360 comes with three workspaces. Each has its own sidebar, its own screens, and its own settings. Read this page when you’re not sure which workspace a task belongs in, or when a screen a coworker described to you is nowhere in your sidebar. You’ll only see the workspaces your company subscribes to and that your administrator has given you access to. See Switching workspaces if one you expect is missing.

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Wholesale CRM

Wholesale CRM is built for working with brokers. Its sidebar is organized around the companies who send you business:
  • Ask LIA at the top, then Dashboard.
  • Pipeline, split into a Leads Pipeline and an Applicants Pipeline.
  • Active Brokers, with All Brokers, Branches, Loan Officers and Support Staff.
  • Inbox, Tasks and End of Day Report.
  • Marketing Suite, with Brand Wiki and Email Campaigns.
  • Team Analytics, which only appears for certain roles and for team leads.
  • Broker Flow, where broker applications sit as Pending, Approved and Declined, alongside Broker Form Questions and Milestone Emails.
  • Leaf360 TPO.
  • Document Vault and Compliance Docs.
  • At the foot, User Management, Team Management (administrators only) and Settings, which opens Company Profile, Integrations and Billing.
Use Wholesale CRM when you’re managing a relationship with a broker company, not with a borrower.

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Leaf360 Mortgage CRM

Leaf360 Mortgage CRM is built for loan officers, and it’s the largest of the three. Its sidebar groups are:
  • Work: Dashboard, Inbox, Tasks.
  • Pipelines: People, Sales, Loans, Archive and Partners. The stages under Sales and Loans come from the pipelines your company set up, so two companies rarely see the same list.
  • Tools: Marketing (which opens Automations, Rates, Emails, SMS, Websites and Brand Wiki) and Campaigns.
  • Referral Partners: Partners Overview and Partner Performance.
Above the menu sit three tiles, Scenarios, Credit and Live, and the Ask LIA home row. Credit is greyed out when your company hasn’t enabled it, and hovering over it tells you so. Live isn’t available yet.
Leaf360 Mortgage CRM is white labelled. The top of the sidebar shows your own company’s name and logo, with the line Powered by Leaf360 underneath, rather than the words “Leaf360 Mortgage CRM”. That’s normal, and it’s still the same workspace.

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Recruiting

Recruiting handles your company’s own team members, from first contact through hiring, onboarding, licensing and ongoing compliance. It does not manage broker partners. Broker partners live in Wholesale CRM. Its sidebar covers:
  • Dashboard.
  • Pipelines: Recruiting, Applicants, Onboarding and Rejected Applicants.
  • Active Team: All Members, Branches, Loan Officers, Support Staff and Team Reports.
  • Communication: Email Templates.
  • Automations: Workflows.
  • Payroll: Commission Requests and Reports.
  • Tasks and the Documents Vault.
  • At the foot, User Management, Team Management and Settings, which opens Stage Management and General Settings.
Each team member’s record in Recruiting carries their licensed states and licensing detail, and you can group Team Reports by Licensed States. That’s why licensing questions about your own staff belong here and nowhere else.

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Telling which workspace you are in

1

Look at the top of the sidebar

The workspace switcher shows the current workspace’s name and a one line description. In Leaf360 Mortgage CRM it shows your company’s branding and Powered by Leaf360 instead.
2

Open your account menu at the bottom of the sidebar

Click your name and read the Current Workspace entry. It names the workspace you’re signed into right now.

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Common problems

They were probably in a different workspace. Check the workspace switcher at the top of your sidebar against the table above, then switch. Some items are also hidden on the free plan or until your administrator turns them on.
Recruiting only holds your own team members. Broker companies and their staff live in Wholesale CRM, under Active Brokers.
That’s Leaf360 Mortgage CRM showing your company’s branding. Look for Powered by Leaf360 under the name to confirm.