# Leaf360

- [Leaf360 knowledge base](https://help.leaf360.com/index.md): Every guide for the Leaf360 workspaces, the external portals, and LIA, the AI assistant built into Leaf360.
- [Start here](https://help.leaf360.com/get-started/start-here.md): A guided path through setting up Leaf360 for the first time, in the order the steps actually depend on each other.
- [What is Leaf360](https://help.leaf360.com/get-started/what-is-leaf360.md): Leaf360 is an AI operating system for mortgage, made up of three workspaces, six external portals and LIA, the built in AI assistant.
- [The three workspaces](https://help.leaf360.com/get-started/the-three-workspaces.md): Wholesale CRM, Leaf360 Mortgage CRM and Recruiting: what each workspace does, who uses it and how to tell which one you are in.
- [Signing in](https://help.leaf360.com/get-started/signing-in.md): Sign in to Leaf360, reset a forgotten password, accept an invitation, and fix the No Active Subscription Seat and No Workspaces Available screens.
- [Switching workspaces](https://help.leaf360.com/get-started/switching-workspaces.md): Use the workspace switcher at the top of the sidebar to move between Wholesale CRM, Leaf360 Mortgage CRM and Recruiting, and find out why one may not be listed.
- [Navigating Leaf360](https://help.leaf360.com/get-started/navigating-leaf360.md): The sidebar, search, keyboard shortcuts, notifications and light and dark mode in Leaf360 Mortgage CRM.
- [Your profile](https://help.leaf360.com/get-started/your-profile.md): Update your Leaf360 profile details, change your avatar, and set your personal call and voicemail preferences.
- [Leaf360 Mortgage CRM](https://help.leaf360.com/mortgage-crm/overview.md): Every guide for the loan officer workspace: importing, leads, loans, referral partners, calling, marketing, automation and LIA.
- [Dashboard](https://help.leaf360.com/mortgage-crm/dashboard.md): Your overview in Leaf360: six key numbers, a pipeline chart, AI Coach, your forecast vs goals, referral partners, and the team leaderboard.
- [Inbox](https://help.leaf360.com/mortgage-crm/inbox.md): Email, calls, texts and partner messages in one list in Leaf360 Mortgage CRM, with your upcoming meetings beside them.
- [Notifications](https://help.leaf360.com/mortgage-crm/notifications.md): The full notifications screen in Leaf360 Mortgage CRM: tabs, search, marking read, and archiving or deleting in bulk.
- [Import Data](https://help.leaf360.com/mortgage-crm/import-data.md): Bring leads and partners into Leaf360 Mortgage CRM from a CSV file: the four-step importer, the columns it understands, what happens to records you already have, and how to handle rows that fail.
- [Sales Pipeline](https://help.leaf360.com/mortgage-crm/sales-leads.md): Your lead pipeline in Leaf360: the list and board views, filtering, saved filters, working with many leads at once, and what happens when a status change is blocked.
- [All People](https://help.leaf360.com/mortgage-crm/all-people.md): Your searchable list of every lead record in Leaf360 Mortgage CRM, with column filters, saved filters, CSV export and bulk actions.
- [Public Lead Forms](https://help.leaf360.com/mortgage-crm/public-lead-forms.md): Build hosted and embeddable lead capture forms in Leaf360 Mortgage CRM: templates, fields, approved domains, lead defaults, appearance and submission activity.
- [Loans](https://help.leaf360.com/mortgage-crm/loans.md): The loan pipelines in Leaf360 Mortgage CRM: how a loan gets in, what the stages are, how to move one along, and what a loan record holds.
- [Pipeline Stages](https://help.leaf360.com/mortgage-crm/pipeline-stages.md): Where loan pipeline stages and sales pipelines are configured in Leaf360 Mortgage CRM, who can edit them, and what happens to records already sitting in a stage you rename or remove.
- [Archive Pipeline](https://help.leaf360.com/mortgage-crm/archive-pipeline.md): The one place archived leads, loans and business contacts land in Leaf360 Mortgage CRM, how to restore them, and what the permanent delete really does.
- [Credit Dashboard](https://help.leaf360.com/mortgage-crm/credit-dashboard.md): Soft pull credit monitoring in Leaf360 Mortgage CRM: who can see it, what the screen shows, how a borrower is enrolled, and how report credits are bought.
- [SLA Management](https://help.leaf360.com/mortgage-crm/sla-management.md): Service level agreements in Leaf360 Mortgage CRM: what an SLA measures, when a timer breaches, what happens next, and how to set the rules and the alerts.
- [Partner Pipelines](https://help.leaf360.com/mortgage-crm/dynamic-contacts.md): One contact pipeline at a time in Leaf360 Mortgage CRM: sub-pipelines, focus bars, a board view, and the Customize Pipeline screen that sets them up.
- [Partners Overview](https://help.leaf360.com/mortgage-crm/partners-overview.md): The referral partner summary in Leaf360 Mortgage CRM: how a referral gets credited to a partner, what each number means, and exactly what a partner can see in their portal.
- [Partner Performance](https://help.leaf360.com/mortgage-crm/partner-performance.md): The referral partner analytics dashboard in Leaf360 Mortgage CRM: what each number actually measures, how tiers are calculated, and which controls affect which panel.
- [Contacts](https://help.leaf360.com/mortgage-crm/contacts.md): Your business contacts list in Leaf360 Mortgage CRM: agents, title, insurance and other partners, with stages, bulk actions and duplicate cleanup.
- [Call History](https://help.leaf360.com/mortgage-crm/call-history.md): The company-wide call log in Leaf360 Mortgage CRM: filtering, saved filters, recordings, transcripts, and the AI details behind each call.
- [Phone system](https://help.leaf360.com/mortgage-crm/phone-system.md): Setting up phone numbers in Leaf360 Mortgage CRM, and the settings behind them: recording and its spoken disclosure, business hours, ring strategy, voicemail and blocked callers.
- [Email Campaigns](https://help.leaf360.com/mortgage-crm/email-campaigns.md): Track your bulk email in Leaf360 Mortgage CRM: delivery, opens, clicks and bounces for each campaign and each recipient, plus managing sends that are still scheduled.
- [LIA Assistant](https://help.leaf360.com/mortgage-crm/lia-assistant.md): The Ask LIA chat in Leaf360 Mortgage CRM: the six modes, attaching documents, the Results panel, Deep Mode, and exactly what LIA can change in your CRM.
- [AI Email Builder](https://help.leaf360.com/mortgage-crm/ai-email-builder.md): Describe an email and watch LIA build it block by block, then hand it to the email template editor to finish and save.
- [AI SMS Builder](https://help.leaf360.com/mortgage-crm/ai-sms-builder.md): Describe a text message and LIA writes three variations with character and segment counts, then hands the one you pick to the SMS template editor.
- [Agent Reviews](https://help.leaf360.com/mortgage-crm/agent-reviews.md): The approval queue on a partner contact record: how LIA's draft messages show up, what Approve and Send actually does, which checks run before a message goes out, and how little time you have to act.
- [Email Templates](https://help.leaf360.com/mortgage-crm/email-templates.md): The email template library in Leaf360 Mortgage CRM: folders, tiers, the block editor, merge fields, test sends and the brand header and footer that wrap every template.
- [SMS Templates](https://help.leaf360.com/mortgage-crm/sms-templates.md): The SMS template library in Leaf360 Mortgage CRM: folders, categories, merge variables, and how the character and segment counter works.
- [Mortgage Rates](https://help.leaf360.com/mortgage-crm/mortgage-rates.md): The mortgage rate dashboard in Leaf360 Mortgage CRM: where the rates come from, how often they refresh, the trend chart, and setting a movement alert for a product.
- [Brand Wiki](https://help.leaf360.com/mortgage-crm/brand-wiki.md): Your company's one place for logos, colors, voice, and compliance details in Leaf360 Mortgage CRM, plus the media library that feeds your AI-generated content.
- [Site Builder](https://help.leaf360.com/mortgage-crm/site-builder.md): Build and publish a mortgage website in Leaf360 Mortgage CRM: pre-built templates, one-click AI builds, the design system that keeps AI pages on brand, and publishing to a live address.
- [Workflows and Automation](https://help.leaf360.com/mortgage-crm/workflows.md): The Workflows dashboard in Leaf360 Mortgage CRM: your automations list, run analytics, execution history, and where templates and the builder fit in.
- [The workflow builder](https://help.leaf360.com/mortgage-crm/workflow-builder.md): Building a Leaf360 Mortgage CRM workflow: triggers, actions, branching and delays on the builder screen, the AI assistant that can build it for you, and how to test one before it touches a real record.
- [Workflow templates](https://help.leaf360.com/mortgage-crm/workflow-templates.md): The pre-built workflow gallery in Leaf360 Mortgage CRM: what each template already has configured, how to preview one, and what happens when you use it.
- [Compliance Settings](https://help.leaf360.com/mortgage-crm/compliance-settings.md): The Compliance Settings screen in Leaf360 Mortgage CRM: calling hours, Do Not Call, SMS, recording, consent and campaign configuration for outbound communication, and how admins reach it from Settings.
- [Manage Team](https://help.leaf360.com/mortgage-crm/manage-team.md): Invite, edit, deactivate and remove team members, see who occupies a paid seat, and open a full profile with employee and permission details.
- [Team Management](https://help.leaf360.com/mortgage-crm/team-management.md): Group people into teams, route unassigned leads, loans and contacts through claim ponds, and see who can claim what.
- [TPO Marketplace](https://help.leaf360.com/mortgage-crm/marketplace.md): Browse wholesale lenders, see who your company is already connected to, and request a new lender when the one you need is not there yet.
- [Add Lender](https://help.leaf360.com/mortgage-crm/add-lender.md): Add a wholesale lender that is not in the marketplace yet. What happens next depends on whether you are a company admin.
- [Scenarios](https://help.leaf360.com/mortgage-crm/scenarios.md): Describe a loan scenario to LIA and get back which of your connected lenders can take it, with the guideline detail behind the answer.
- [Organization Settings](https://help.leaf360.com/mortgage-crm/organization-settings.md): Where a company owner or admin manages which Leaf360 products are turned on, invites team members, and handles billing and seats.
- [Custom Fields](https://help.leaf360.com/mortgage-crm/custom-fields.md): Add fields your company needs beyond Leaf360's defaults, to leads, loans and partner records. What renaming or removing a field does to data already saved on those records.
- [Integration settings](https://help.leaf360.com/mortgage-crm/integration-settings.md): Connect your own Zoom account so Leaf360 can pull in your meetings, recordings, and transcripts, plus the other connectors your company can turn on from this same screen.
- [Wholesale CRM](https://help.leaf360.com/wholesale-crm/overview.md): The broker facing workspace: what it holds, who uses it, and how it differs from the other two Leaf360 workspaces.
- [Recruiting](https://help.leaf360.com/recruiting/overview.md): The workspace for hiring, onboarding and licensing your own team: what it holds, who uses it, and how it differs from the other two Leaf360 workspaces.
- [Which portal am I in](https://help.leaf360.com/portals/overview.md): The six sign in areas for people outside your company: broker, lender, partner, borrower, applicant and recruit.
- [Broker portal](https://help.leaf360.com/portals/broker-portal.md): What to expect when a wholesale lender invites you into their broker portal: setting up your account, submitting an application, uploading documents, and managing your team.
- [Lender portal](https://help.leaf360.com/portals/lender-portal.md): For a wholesale lender's account executives: setting up your account, managing your public lender profile, sharing your guidelines, and connecting with loan officers who want to send you business.
- [Partner portal](https://help.leaf360.com/portals/partner-portal.md): For referral partners: real estate agents, title companies and insurance contacts. Setting up your account, sending a lead, and what your dashboard, leads and loans screens show.
- [Borrower portal](https://help.leaf360.com/portals/borrower-portal.md): For borrowers invited by their loan officer: setting up your account and using credit monitoring, including who can see your score.
- [Applicant portal](https://help.leaf360.com/portals/applicant-portal.md): For anyone who applied to join a mortgage company and got a link to check their status or upload a requested document, without needing to create an account.
- [Recruit portal](https://help.leaf360.com/portals/recruit-portal.md): For anyone recruited to join a mortgage company: setting up your account, filling out your application, and uploading the documents that go with it.
- [Integrations overview](https://help.leaf360.com/integrations/overview.md): The outside systems Leaf360 connects to: loan origination systems, meeting tools and calendars.
- [Encompass](https://help.leaf360.com/integrations/encompass.md): Connecting Encompass to Leaf360, matching Encompass milestones to your own loan statuses, and pulling loans across so they stay in sync.
- [Arive](https://help.leaf360.com/integrations/arive.md): Connecting Arive to Leaf360, matching statuses in both directions, and what actually moves across when a loan is pulled in or synced back.
- [Zoom](https://help.leaf360.com/integrations/zoom.md): Connecting your own Zoom account in Leaf360 Mortgage CRM, creating and managing meetings and webinars, and where registrants end up once a webinar runs.
- [Calendly](https://help.leaf360.com/integrations/calendly.md): Connecting your own Calendly account in Leaf360 Mortgage CRM, what happens automatically when someone books, and creating leads from new bookings.
- [Meeting notes](https://help.leaf360.com/integrations/meeting-notes.md): The AI meeting notetaker in Leaf360 Mortgage CRM: sending a bot into a live meeting, pulling in Zoom cloud recordings, and reading the summary, action items and transcript afterwards.
- [Support](https://help.leaf360.com/support/overview.md): How to reach the Leaf360 team, how to raise a request, and what changed in the most recent releases.
- [Contact us](https://help.leaf360.com/support/contact-us.md): How to reach a person at Leaf360 support, and when to go to your own company admin first.
- [Submit a request](https://help.leaf360.com/support/submit-a-request.md): What to include when you report a problem or ask for something, so Leaf360 support can act on it without a back and forth.
- [Release notes](https://help.leaf360.com/support/release-notes.md): What is new in the Leaf360 knowledge base, starting with its first publication.
- [How to Videos](https://help.leaf360.com/faq/overview.md): Written versions of the videos we publish, for anyone who would rather read than watch, plus short answers to questions we get often.
- [LIA demo: urgent leads, income analysis, and the conditions email](https://help.leaf360.com/faq/lia-demo-leads-income-conditions.md): A written walkthrough of the LIA video: finding urgent leads and drafting outreach, analyzing a pay stub for qualifying income, and drafting a document collection email.
- [How to connect Arive to Leaf360](https://help.leaf360.com/faq/arive-connect-leaf360.md): A written walkthrough of the video showing how to connect an Arive account to Leaf360, generate the right API credentials, and confirm the connection is working.
- [How to import Arive loans into Leaf360 using Direct API](https://help.leaf360.com/faq/arive-import-loans-direct-api.md): A written walkthrough of the video showing how to pull your Arive loans into Leaf360 once you're connected using the Direct API method.
- [Arive CSV import, step by step](https://help.leaf360.com/faq/arive-csv-import.md): A written walkthrough of the video showing how to bring your Arive loans into Leaf360 by CSV export, if Arive doesn't give you the Direct API option.
- [How to update hundreds of leads at once in Leaf360](https://help.leaf360.com/faq/bulk-update-leads.md): A written walkthrough of the video showing how to use mass actions on the Sales Pipeline list instead of updating leads one at a time.
- [How to customize your sales pipeline in Leaf360](https://help.leaf360.com/faq/customize-sales-pipeline.md): A written walkthrough of the video showing how focus bars work across the sales, loan, and business partners pipelines, and how to customize them.
- [How to build a pipeline for your real estate agents](https://help.leaf360.com/faq/build-agent-partner-pipeline.md): A written walkthrough of the video showing how to set up partner stages, partner types, and a customized pipeline for referral partners in Leaf360.
- [How to change a lead into a business contact](https://help.leaf360.com/faq/lead-to-business-contact.md): A written walkthrough of the video showing how to move a lead into business contacts as a referral partner, without deleting and starting over.
- [How to add leads and referral partners in Leaf360](https://help.leaf360.com/faq/add-leads-and-referral-partners.md): A written walkthrough of the video covering the two kinds of records you'll create most when you're new to Leaf360: leads and business contacts.
- [How to give your agents their own login](https://help.leaf360.com/faq/agent-partner-portal-login.md): A written walkthrough of the video showing how the partner portal lets referral partners see their own clients instead of texting you for updates.
- [How to move your database into Leaf360](https://help.leaf360.com/faq/import-your-database.md): A written walkthrough of the video showing how to bring an existing CRM's leads and business partners into Leaf360 with the CSV importer.
- [Why you should set up your stages before anything else](https://help.leaf360.com/faq/setup-stages-first.md): A written walkthrough of the video explaining why your sales, loan, and business partner stages should be configured before any other setup step in Leaf360.
- [How to turn on notifications in Leaf360](https://help.leaf360.com/faq/turn-on-notifications.md): A written walkthrough of the video showing where to switch on alerts for new leads and other activity in Leaf360.
- [How to set up lead sources and sub-sources](https://help.leaf360.com/faq/lead-sources-and-subsources.md): A written walkthrough of the video showing how to set up lead sources and sub-sources in Leaf360, instead of leaving everything labeled Website.
- [How to turn referral emails into leads automatically](https://help.leaf360.com/faq/referral-email-to-lead.md): A written walkthrough of the video showing how Leaf360's inbound email parser turns a referral partner's email into a lead automatically.
- [How to create email and SMS templates with AI](https://help.leaf360.com/faq/ai-email-sms-templates.md): A written walkthrough of the video showing how to generate email and SMS templates with LIA instead of writing the same messages from scratch every time.
- [How to send and schedule bulk email in Leaf360](https://help.leaf360.com/faq/schedule-bulk-email.md): A written walkthrough of the video showing how to send a bulk email to a whole pipeline right away, or schedule it for later.
- [How to add images to your email templates](https://help.leaf360.com/faq/add-images-to-email-templates.md): A written walkthrough of the video showing where to upload images for email templates, since the template editor itself has nowhere to upload a file.
- [How to use Claude to write your CRM templates](https://help.leaf360.com/faq/use-claude-for-templates.md): A written walkthrough of the video showing how to hand Claude or ChatGPT the right merge variable list before asking it to draft an email or SMS template.