Leaf360 Mortgage CRM
This is the workspace for a loan officer and their support staff: leads, loans, referral partners, calling and marketing, all in one place. If you work your own book of business toward a closing table, this is you. See Leaf360 Mortgage CRM for the full rundown.Leaf360 TPO
If you’re a loan officer, mortgage broker or correspondent lender who works with a wholesale lender to fund or close your loans, Leaf360 TPO is the marketplace inside the Mortgage CRM where you find and stay approved with those lenders. It’s on every plan, so you don’t need a separate product for it. See Marketplace for how it works.Wholesale CRM
This is the workspace for the lender side: signing licensed mortgage companies, brokers and correspondent lenders, keeping them compliant, and tracking the business they send you. You sign the company, they send you the loan. See Wholesale CRM for the full rundown, including the glossary of who’s who in that workspace.Still not sure
1
Check your sign in screen
Look at the top of your sidebar for the workspace switcher. It names the workspace you’re in right now. See The three workspaces for what each one’s sidebar looks like.
2
Ask who pays you
If a wholesale lender pays you to originate and you send them loans to fund, you’re a broker or correspondent lender, and you belong in Mortgage CRM plus Leaf360 TPO. If you’re the one funding what brokers and correspondent lenders send you, you’re the wholesale lender, and you belong in Wholesale CRM.