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Wholesale CRM is the Leaf360 workspace built around broker companies rather than individual borrowers. If the relationship you manage day to day is with a broker, a branch, or the loan officers and support staff who work for a broker, this is your workspace. Leaf360 is software sold to mortgage companies. It is not a lender.

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Who uses it

Wholesale CRM is for teams managing broker partners and the wholesale pipeline: the people who bring brokers on, track the business they send, and support them once they are active. It is a different job from working a borrower’s loan directly, and a different job again from hiring and onboarding your own company’s staff.

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What is in the workspace

  • Ask LIA, at the very top of the sidebar, opens LIA, the AI assistant built into Leaf360.
  • Dashboard shows your key numbers for the period, a task summary next to broker performance, document compliance next to recent applications, and a volume chart underneath.
  • Pipeline splits into a Leads Pipeline and an Applicants Pipeline, the two stages a broker relationship moves through before it is active.
  • Active Brokers is where broker records live: All Brokers, plus Branches, Loan Officers and Support Staff for the people who work at those broker companies.
  • Inbox brings your messages together in one list.
  • Marketing Suite covers Brand Wiki and Email Campaigns.
  • Tasks and End of Day Report sit below that.
  • Team Analytics, with Overview, Leaderboard, Activity Timeline and Conversions, is visible only to certain roles, such as admins, sales managers and team leads. If you do not see it, that is why.
  • Broker Flow is where broker applications sit as Pending, Approved or Declined, alongside Broker Form Questions and Milestone Emails.
  • Leaf360 TPO sits on its own below Broker Flow.
  • Document Vault and Compliance Docs hold your files.
At the foot of the sidebar, User Management manages who has access to this workspace, Team Management is visible to admins only, and Settings opens Company Profile, Integrations and Billing.
Wholesale CRM is one of three Leaf360 workspaces. Your company may not subscribe to all three, and you may not be assigned to every one it does subscribe to. See Switching workspaces if a workspace you expect is missing.

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How it relates to the other workspaces

Leaf360 Mortgage CRM is where loan officers work leads and loans directly with borrowers. Recruiting manages your own company’s staff, from first contact through hiring, onboarding and licensing. Wholesale CRM sits apart from both: the people it tracks are broker companies and the loan officers and support staff who work for them, not your own team and not a borrower. A broker partner never appears in Recruiting, even though Recruiting also has an “Active Team” style list. That list in Recruiting is your own staff. Broker partners live only here, under Active Brokers.
Detailed guides for Wholesale CRM are in progress. This page will be replaced by a full set of screen by screen guides, in the same style as the Leaf360 Mortgage CRM section.