You send business to a mortgage company, maybe as a real estate agent, a title rep or an insurance contact. The partner portal is where you keep track of what you’ve sent and where each one stands.
Are you the loan officer sending this invite? It goes out from the Partner Portal section at the bottom left of the partner’s contact record, where you also assign their primary loan officer. See How to give your agents their own login, and Partners Overview for exactly what a partner can see once they’re in. Getting in
A loan officer at the mortgage company invites you by email. Opening the link takes you to a screen that already knows your name, email and company, and asks you to set a password to finish creating your account.
If you already have a partner account with a different company and are being invited by a new one, you may instead be asked to sign in and link the two together, rather than creating a second account from scratch.
Once your account exists, signing back in only needs your email and password.
Sending a lead
Share Lead sends a lead straight to a loan officer, so you don’t have to start a phone tag chain. Pick who it goes to, then fill in their name, contact details, date of birth, loan amount, purpose and property address. Add a note if there’s something the LO should know. As soon as you submit it, it lands on their side as a real lead.
Your dashboard
Your dashboard is a quick summary: how many leads you have sent, how many loans are active, how many have funded and for how much, who your connected loan officer contacts are, and a short list of your most recent loans.
Leads
Leads lists everyone you’ve referred, with their stage, loan amount and the team on the file. Open one and you’ll see the detail: contact information, loan amount, property details, and who’s assigned. The client’s credit score stays with the loan officer and isn’t shared with you. You can leave a note on a lead, and set yourself a task to follow up so it doesn’t slip.
Loans
Loans covers referrals that have moved into an actual loan, split by stage: applications, pre-approved, processing and closing. Opening a loan shows the borrower’s contact details, a snapshot of the loan, key dates, a timeline of milestones as the loan moves forward, and a place to leave notes for the loan team.
Your team
If more than one person at your company works with the mortgage company, Team lists everyone else on your side who’s connected, with their contact details.
Settings
Your settings cover your profile information, changing your password, and, if you work with more than one mortgage company through Leaf360, which companies you’re connected to.
Last modified on September 3, 2026
