> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The three workspaces

> Wholesale CRM, Leaf360 Mortgage CRM and Recruiting: what each workspace does, who uses it and how to tell which one you are in.

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.

| Workspace            | Who it is for                                             |
| -------------------- | --------------------------------------------------------- |
| Wholesale CRM        | Teams managing broker partners and the wholesale pipeline |
| Leaf360 Mortgage CRM | Loan officers and their support staff                     |
| Recruiting           | People hiring, onboarding and licensing your own team     |

You'll only see the workspaces your company subscribes to and that your administrator has given you access to. See [Switching workspaces](/get-started/switching-workspaces) if one you expect is missing.

## 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.

## 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.

<Note>
  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.
</Note>

## 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.

## Telling which workspace you are in

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Common problems

<AccordionGroup>
  <Accordion title="A screen a colleague described is not in my sidebar">
    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.
  </Accordion>

  <Accordion title="I am looking for a broker partner and cannot find them in Recruiting">
    Recruiting only holds your own team members. Broker companies and their staff live in Wholesale CRM, under **Active Brokers**.
  </Accordion>

  <Accordion title="The sidebar says my company name, not Leaf360">
    That's Leaf360 Mortgage CRM showing your company's branding. Look for **Powered by Leaf360** under the name to confirm.
  </Accordion>
</AccordionGroup>

## Related

* [Switching workspaces](/get-started/switching-workspaces)
* [Navigating Leaf360](/get-started/navigating-leaf360)
* [What is Leaf360](/get-started/what-is-leaf360)