Fastest first
1
Ask Lia, inside the app
Lia is pinned at the top of your sidebar under Ask Lia. She reads your own leads, loans and referral partners, so go ahead and ask her the way you’d ask a teammate. For example, “which leads haven’t heard from me this week?” or “draft a follow up to the Johnsons.” See Lia Assistant for what she can and can’t change.
2
Search this help center
The search box at the top of every page. Type the thing on your screen, for example “lead source” or “port my number,” and you’ll usually land on a two minute read. Every page here is written from the videos, so you’ll get the same steps Nicolas shows.
3
Watch a short video
Prefer to watch? The videos live on our YouTube channel at youtube.com/@Leaf360io, and the written versions are on the How to Videos page. Most run two to four minutes, one job each.
4
Ask the Founding Members group
The Founding Members Facebook group is where the team and other loan officers answer questions live. Post a screenshot of what you’re looking at and someone who’s done it will point you at the click.
5
Join the team help call
Tuesday through Thursday at 2pm Eastern, open Q&A on anything in the system. Bring your screen and your question. The join link is pinned in the Founding Members group so it stays with the people who use it.
Stuck on something none of these covers? Reply to any email from us. A person reads every one, and you’ll hear back on that same thread.
Your first half hour
You don’t have to set everything up on day one. Let’s say you’ve got thirty minutes and a coffee. Here’s what pays off first, in the order the steps depend on each other.1
Set up your stages
Ten minutes, and everything else hangs off them. Do this before you import anything, so that way you aren’t moving hundreds of leads by hand later. See Why you should set up your stages before anything else.
2
Bring your database in
Export from your old CRM, then import. You don’t have to clean the spreadsheet first, the importer maps your columns for you. See How to move your database into Leaf360.
3
Add one lead by hand
Just to see the shape of a lead in Leaf360. See How to add leads and referral partners.
4
Turn on notifications last
Last on purpose, so that way you aren’t buried in alerts while you’re still setting up. See How to turn on notifications.