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Leaf360
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Leaf360
By Leaf360
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5.0 out of 5 stars
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Leaf360 Reviews & Product Details

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Leaf360 Overview

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What is Leaf360?

Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead generation to post-closing. Designed for mortgage brokers, loan officers, and other industry professionals, Leaf360 centralizes all essential tasks and data, making it easier to manage the entire mortgage lifecycle within one platform. Software Category: Mortgage Management Software Primary Audience: Mortgage brokers, loan officers, and mortgage companies Key Use Cases: Centralized management of mortgage leads and client interactions Streamlining the mortgage application and approval process Enhancing client engagement through automated communication Improving operational efficiency with integrated tools and analytics Main Features and Benefits: Lead Management: Organize and track leads through customized pipelines, ensuring no opportunity is missed. With Leaf360, users can categorize leads based on their stage in the mortgage process, enabling targeted follow-ups and personalized communication. Client Communication: Automate emails, texts, and reminders to maintain consistent communication with clients throughout the mortgage process. This feature helps users keep clients informed and engaged, reducing the chances of drop-offs. Document Management: Securely store and manage all essential documents within the platform. Leaf360 supports easy document sharing and e-signatures, simplifying the process for both clients and professionals. Pipeline Visibility: Gain full visibility into the mortgage pipeline with real-time updates and reporting tools. Users can monitor the progress of each loan, identify bottlenecks, and make data-driven decisions to improve efficiency. Compliance and Security: Ensure compliance with industry regulations through built-in security features and automated audit trails. Leaf360 is designed to meet the stringent requirements of the mortgage industry, providing peace of mind to users. Leaf360 empowers mortgage professionals to manage their workflows more efficiently, improve client satisfaction, and ultimately close more loans with less effort. By integrating all necessary tools into one platform, Leaf360 reduces the complexity of mortgage management, allowing users to focus on what matters most—serving their clients.

Leaf360 Details
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Product Description

Leaf360 integrates with CRMs like Follow Up Boss, Go High Level, and much more with mortgage originating systems such as Arive, allowing you to manage your leads and transactions without ever leaving your CRM environment.

Seller Details
Seller
Leaf360
HQ Location
Miami, US
Twitter
@Leaf360Io
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
Christian M.
CM
Overview Provided by:
Christian Mourra

Recent Leaf360 Reviews

TM
Tiffany M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Exceptional Service from Leaf360 Team"
It is truly rare to find a service provider that cares about the success of your business as much as you do. The Leaf360 team goes above and beyond...
Read more
Travis W.
TW
Travis W.Small-Business (50 or fewer emp.)
5.0 out of 5
"Amazing team at Leaf 360"
Wonderful and customized help. Everyone there is great to work wit. Nickolas has been a huge asset to my team.
Read more
AC
Antonio C.Small-Business (50 or fewer emp.)
5.0 out of 5
"Leaf360"
Organizing my leads and able to track them easier with my referal partners (realtors). I am a loan officer and Nicolas Mourra helped me learn how ...
Read more

Leaf360 Pricing

Pro
$59.00
1 User Per Month
See Leaf360 pricing
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Leaf360 Media

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4 Leaf360 Reviews

5.0 out of 5
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4 Leaf360 Reviews
5.0 out of 5
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Leaf360 Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Cons
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CZ
Loan Partner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Leaf360?

Leaf360 has revolutionized our workflow system, providing a clean and transparent process for our referral partners to send leads and communicate with us throughout the entire journey. The tracking feature is a game-changer, offering full transparency that our agents truly appreciate. Plus, the seamless communication between our two CRMs has been a huge benefit. Special shoutout to Nicolas, Chris, and Thabo for their exceptional customer service—it's truly white glove! We wholeheartedly recommend both the app and the dedicated team behind it. Five stars all the way! Review collected by and hosted on G2.com.

What do you dislike about Leaf360?

this does not apply to me. love the service and product! Review collected by and hosted on G2.com.

What problems is Leaf360 solving and how is that benefiting you?

Streamlined lead management and communication have saved us time and resources.

The transparency provided by Leaf360 has strengthened our relationships with referral partners, as they can now track the progress of their leads and feel more involved in the process. Review collected by and hosted on G2.com.

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Response from Christian Mourra of Leaf360
Editedit

Hi Cathy,

Thank you so much for your amazing review! We're super excited to hear that Leaf360 has revolutionized your workflow system and brought so much value to your team. It's fantastic to know that our tracking feature and seamless CRM communication are making a difference for you.

Your recommendation means the world to us, and we’re honored to have earned your five-star rating!

Thanks again for your kind words and for being a valued part of the Leaf360 family!

My best,

Christian Mourra

CEO & Founder

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TM
Director of Operations
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Leaf360?

It is truly rare to find a service provider that cares about the success of your business as much as you do. The Leaf360 team goes above and beyond to ensure outstanding results. A special thanks to Nicolas Moura, who is incredibly knowledgeable and professional. His enthusiasm is infectious, making him a pleasure to work with. Review collected by and hosted on G2.com.

What do you dislike about Leaf360?

That we didn't find the solution sooner :) Review collected by and hosted on G2.com.

What problems is Leaf360 solving and how is that benefiting you?

The team at Leaf360 has been instrumental in helping our mortgage company set up systems and processes, optimizing our workflow for our current CRM and Loan Officers. They have helped organize our Loan Officers' days and saved them hours by automating typical manual tasks. The dedication and expertise of the Leaf360 team have made a significant positive impact on our operations. Highly recommended! Review collected by and hosted on G2.com.

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AC
Mortgage Loan Originator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Leaf360?

Organizing my leads and able to track them easier with my referal partners (realtors). I am a loan officer and Nicolas Mourra helped me learn how to navigate leaf360 much smoother and automated lots of tasks I was doing on a daily bases allowing me more time throughout my business day to go earn more business. Review collected by and hosted on G2.com.

What do you dislike about Leaf360?

Having to log back in whenever I go to one of my realtors profiles Review collected by and hosted on G2.com.

What problems is Leaf360 solving and how is that benefiting you?

Optimizing my workflow with my current CRM and LOS Review collected by and hosted on G2.com.

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Travis W.
TW
LO
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Leaf360?

Wonderful and customized help. Everyone there is great to work wit. Nickolas has been a huge asset to my team. Review collected by and hosted on G2.com.

What do you dislike about Leaf360?

Nothing but positive things to say about them. Review collected by and hosted on G2.com.

What problems is Leaf360 solving and how is that benefiting you?

Lead management, LOS l/CRM Integration. Review collected by and hosted on G2.com.

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Pros and Cons Details
Leaf360