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A loan officer has invited you in, and this is where you manage how they and their company see you. You won’t find individual loans or borrower information in here. Think of it as your storefront, plus a way to hear from LOs who want to send you business.
Are you the loan officer sending this invite? It goes out when you click Connect on a lender’s card in TPO Marketplace. Leaf360 finds the AE and emails them, or invites them to activate an account if they’ve never used Leaf360. To add a lender that isn’t listed yet, see Add Lender.

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Getting in

There are two ways you might end up here. Most often, someone at the broker’s company sends you a personal invitation by email. The link takes you to a screen that already shows who invited you, and asks you to fill in your name, title, phone number and a password to finish setting up your account. Once you submit it, you’re signed in right away. You may instead be given a shared link that anyone on your lending team can use to join. On that screen you enter your own name, email, your company’s name and NMLS number, and a password. If the company can match you to a known lender straight away, you’re signed in immediately. If not, your request is held for the broker’s company to review, and the screen tells you it’s pending rather than pretending you’re in. After that, signing back in just needs your email and password, plus a one-time code if two-factor authentication is turned on for your account.

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Your profile

Your Profile is what an LO sees when they’re shopping a loan. Go ahead and fill it in like a rate sheet:
  • Company name and NMLS number, the type of lender you are, and the channels you work through
  • Products and income doc types you’ll take
  • States you’re licensed in
  • Min FICO and LTV ranges
  • Typical turn times
  • Your website, a short description, and who to call
You can update any of it yourself, and you control whether your listing shows up at all. Keep the turn times honest. That’s the first thing they check.

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Your documents

Documents is where you upload your guides, rate sheets and matrices. These aren’t just sitting there for reference. An LO can ask Lia a scenario question and she answers out of whatever you’ve uploaded here, so that way you’re not fielding the same call from four different people. Keep it current, because a stale matrix is worse than no matrix.

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Connections

Invitations, sometimes labeled loan officers, lists the people who want to connect with you. You’ll see each LO’s name, contact details and company. Accept it and that person and their company can start sending you business. Decline it and nothing happens.

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Your account

Your account page covers your own name, title, phone number and photo, plus your password and two-factor authentication settings. Changing your password takes effect immediately and signs out any other active sessions.
Last modified on September 3, 2026