> ## 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.

# Where to learn Leaf360

> Five places to get an answer fast when you're stuck: Lia inside the app, this help center, the short videos, the Founding Members group, and the team help call. Plus a first half hour that gets you working.

There's a lot in Leaf360, and you don't need to learn it all before you close your next loan. You need the one answer you're stuck on, right now. Here's where to look, fastest first.

## Fastest first

<Steps>
  <Step title="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](/mortgage-crm/lia-assistant) for what she can and can't change.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Watch a short video">
    Prefer to watch? The videos live on our YouTube channel at [youtube.com/@Leaf360io](https://www.youtube.com/@Leaf360io), and the written versions are on the [How to Videos](/faq/overview) page. Most run two to four minutes, one job each.
  </Step>

  <Step title="Ask the Founding Members group">
    The [Founding Members Facebook group](https://www.facebook.com/share/g/18a4gp1smw/) 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.
  </Step>

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

<Note>
  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.
</Note>

## 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.

<Steps>
  <Step title="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](/faq/setup-stages-first).
  </Step>

  <Step title="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](/faq/import-your-database).
  </Step>

  <Step title="Add one lead by hand">
    Just to see the shape of a lead in Leaf360. See [How to add leads and referral partners](/faq/add-leads-and-referral-partners).
  </Step>

  <Step title="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](/faq/turn-on-notifications).
  </Step>
</Steps>

Want the full path, with your agents' pipeline and bulk edits? It's on [Start here](/get-started/start-here).

## When you're stuck on something specific

A few things people ask us most, and where the answer lives:

| You're trying to                                        | Go here                                                                |
| ------------------------------------------------------- | ---------------------------------------------------------------------- |
| Get your Arive loans and leads to come over             | [Connect Arive to Leaf360](/faq/arive-connect-leaf360)                 |
| Send one email to a whole list                          | [Send and schedule bulk email](/faq/schedule-bulk-email)               |
| Get your phone number, texting and call recording going | [Phone system](/mortgage-crm/phone-system)                             |
| Give a real estate agent their own login                | [Give your agents their own login](/faq/agent-partner-portal-login)    |
| Fix a lead that should've been a referral partner       | [Change a lead into a business contact](/faq/lead-to-business-contact) |
| See what's connected and what isn't                     | [Integrations](/integrations/overview)                                 |

## What to expect from us

You'll get help from a person, not a ticket number. Reply to any email, post in the group, or bring it to the call. If it needs a fix on our side, we'll tell you it's in the line and who has it, and you'll hear back on the same thread.