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…