Leaf360

Leaf360 is an AI-powered CRM designed for mortgage and real estate professionals who need one place to manage relationships, conversations, pipelines, and daily priorities. Meet Lia, your intelligent CRM assistant. Lia helps you understand what needs attention, review your pipeline, manage follow-ups, and move conversations forward from a connected workspace. KEY FEATURES • AI-powered assistant Ask Lia about your leads, loans, pipeline, contacts, messages, and daily priorities. • Sales pipeline management Organize prospects, nurture opportunities, monitor applications, and stay connected with past clients. • Loan pipeline tracking Track applications, pre-approvals, processing, closings, suspended files, withdrawals, and other important loan stages. • Smart dashboard See pipeline health, hot leads, action queues, upcoming closings, birthdays, and touchpoints at a glance. • Integrated business calling Make and manage business calls using the built-in keypad and calling controls. • Client messaging Review and respond to conversations directly from the app while keeping communication connected to the appropriate contact. • Contacts and partners Access your people, borrowers, leads, referral partners, and business relationships from one workspace. • Unified inbox Bring important conversations and follow-up activity together so fewer opportunities fall through the cracks. Leaf360 helps mortgage and real estate teams spend less time switching between tools and more time building relationships and closing business. Some functionality requires an active Leaf360 account and may depend on the features enabled by your organization.