> ## 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.

# Leaf360 Mortgage CRM

> Every guide for the loan officer workspace: importing, leads, loans, referral partners, calling, marketing, automation and LIA.

<Columns cols={3}>
  <Column>
    **Overview and daily work**

    * [Dashboard](/mortgage-crm/dashboard)
    * [Inbox](/mortgage-crm/inbox)
    * [Notifications](/mortgage-crm/notifications)
  </Column>

  <Column>
    **Import**

    * [Import Data](/mortgage-crm/import-data)
  </Column>

  <Column>
    **Leads**

    * [Sales Pipeline](/mortgage-crm/sales-leads)
    * [All People](/mortgage-crm/all-people)
    * [Public Lead Forms](/mortgage-crm/public-lead-forms)
  </Column>

  <Column>
    **Loans and pipeline**

    * [Loans](/mortgage-crm/loans)
    * [Pipeline Stages](/mortgage-crm/pipeline-stages)
    * [Archive Pipeline](/mortgage-crm/archive-pipeline)
    * [Credit Dashboard](/mortgage-crm/credit-dashboard)
    * [SLA Management](/mortgage-crm/sla-management)
    * [Partner Pipelines](/mortgage-crm/dynamic-contacts)
  </Column>

  <Column>
    **Referral Partners**

    * [Partners Overview](/mortgage-crm/partners-overview)
    * [Partner Performance](/mortgage-crm/partner-performance)
    * [Contacts](/mortgage-crm/contacts)
  </Column>

  <Column>
    **Communication**

    * [Call History](/mortgage-crm/call-history)
    * [Phone system](/mortgage-crm/phone-system)
    * [Email Campaigns](/mortgage-crm/email-campaigns)
  </Column>

  <Column>
    **LIA**

    * [LIA Assistant](/mortgage-crm/lia-assistant)
    * [AI Email Builder](/mortgage-crm/ai-email-builder)
    * [AI SMS Builder](/mortgage-crm/ai-sms-builder)
    * [Agent Reviews](/mortgage-crm/agent-reviews)
  </Column>

  <Column>
    **Marketing**

    * [Email Templates](/mortgage-crm/email-templates)
    * [SMS Templates](/mortgage-crm/sms-templates)
    * [Mortgage Rates](/mortgage-crm/mortgage-rates)
    * [Brand Wiki](/mortgage-crm/brand-wiki)
    * [Site Builder](/mortgage-crm/site-builder)
  </Column>

  <Column>
    **Automation**

    * [Workflows and Automation](/mortgage-crm/workflows)
    * [The workflow builder](/mortgage-crm/workflow-builder)
    * [Workflow templates](/mortgage-crm/workflow-templates)
  </Column>

  <Column>
    **Team and performance**

    * [Manage Team](/mortgage-crm/manage-team)
    * [Team Management](/mortgage-crm/team-management)
  </Column>

  <Column>
    **TPO Marketplace**

    * [TPO Marketplace](/mortgage-crm/marketplace)
    * [Add Lender](/mortgage-crm/add-lender)
    * [Scenarios](/mortgage-crm/scenarios)
  </Column>

  <Column>
    **Settings**

    * [Organization Settings](/mortgage-crm/organization-settings)
    * [Custom Fields](/mortgage-crm/custom-fields)
    * [Integration settings](/mortgage-crm/integration-settings)
    * [Compliance Settings](/mortgage-crm/compliance-settings)
  </Column>
</Columns>

Leaf360 is software sold to mortgage companies. It is not a lender.