87
Items Synced
We pull in information from the lender's origination system to make sure Follow Up Boss is always up to date
67%
Faster
Leaf360 users see an average speed increase of 67% in lead-to-conversion, increasing business retention
GET 4
Hours back everyday
Leaf360 helps you save time when referring leads, tracking updates, conversations, and helps move clients along the process quicker when everyone is on the same page
Instant Referrals
Leaf360 allows you to send and receive referrals directly through our embedded application in Follow Up Boss in a few clicks.
It's a simple process. Share your notes, choose who you want to refer the client to, and click "Send referral".
Once you send the referral, the receiving party will receive the client's "first and last name", " email", "phone number" and any notes you shared directly to their CRM.
Visual Updates
Don't keep your clients waiting. Get instant mortgage status updates and keep everyone in the loop. Leaf360 pulls information from the mortgage company's Loan Origination System to provide instant status updates on your client's mortgage journey in your client's profile in Follow Up Boss. Leaf360 pulls in over 85+ pieces of information.
Instant Messaging
Leaf360's messaging allows team members to communicate instantly within Follow Up Boss, ensuring seamless collaboration, quick problem-solving, and more efficient task management.
Keep track of all conversations and status updates inside your client's profile in Follow Up Boss to ensure everyone is on the same page and close deals faster than ever
Team Tracking
Don't keep your clients waiting. Get instant mortgage status updates and keep everyone in the loop. Leaf360 pulls information from the mortgage company's Loan Origination System to provide instant status updates on your client's mortgage journey in your client's profile in Follow Up Boss.
