The CRM era
is over.

Leaf360 is the AI Operating System for mortgage: CRM, communication intelligence and wholesale infrastructure in one platform, run by Lia, an agentic AI you instruct in plain language. It was built by a loan originator for loan officers, mortgage teams and wholesale lenders.

Leaf360 includes a mortgage CRM, but it is not only a CRM. It replaces the stack most loan officers run today, a CRM, an email tool, a texting app, marketing software, a compliance tracker and spreadsheets, with one system, and it connects to the LOS rather than replacing it.

Loan officers, mortgage brokers, correspondent lenders and mortgage company owners use Leaf360 Mortgage CRM. Wholesale lenders, the lenders who fund loans through brokers and correspondents, use the Leaf360 TPO lender side to publish a profile and manage broker approvals.

Lia is the agentic AI built into Leaf360. You tell her what you need in plain language, a nurture campaign, a partner update, a workflow, and she builds it and runs it. She also works as a specialist for lender guidelines, income calculation, underwriting review, appraisal review and approval conditions, and she is available inside Claude and ChatGPT through the Leaf360 MCP server.

No. Leaf360 connects to Encompass, Arive, LendingPad, Calyx, Byte, Lodasoft and Doma with two-way sync, so the pipeline in Leaf360 matches the LOS without retyping.

Leaf360 has a free plan with no credit card required, and paid plans for loan officers and teams with published per-seat pricing. Annual billing is 5% off. Enterprise pricing is custom. Full details are on the pricing page.

If you originate loans and work with wholesale lenders to fund or close them, as a loan officer, broker or correspondent, you use the Mortgage CRM, and Leaf360 TPO is the marketplace inside it where you find and connect with lenders. If you are a wholesale lender funding loans through those companies, you sign up on the lender side instead.