The mortgage CRM comparison hub

Find the right fit for your mortgage team.

Compare Leaf360 with the CRM you use today. See the differences, the tradeoffs and when another tool may suit you better. Then watch Lia work before you decide.

Find your comparison Explore Mortgage CRM

Watch the walkthrough

See the work, then compare.

Nicolas uses Lia to find urgent leads and prepare follow-up drafts. Recorded demo data, not a customer result.

What are you using today?

Choose a platform for the full comparison. Not all of these tools do the same job.

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Working across several tools?

Compare Leaf360 with your whole stack

Before you switch

Bring your working day to the demo.

A feature list only gets you so far. Take these four questions to every vendor, including us.

Read the Shape alternatives guide

Who needs a call today?
Ask each vendor to show how a loan officer finds the next person to follow up with.
What happens after the call?
Follow a note, a task and a draft through the workflow. Ask what sends automatically and what you review.
What connects to my LOS?
Name your LOS and ask which fields sync, in which direction, and what your team still enters by hand.
How would we move our contacts?
Ask about stages, duplicate records and an import you can check before the whole team moves.

Keep exploring

A clearer picture before you commit.

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The daily workflow

How Lia works your follow-up

From finding urgent leads to reviewing the next message.

Read the guide

Planning a move

Switching mortgage CRMs

Read the guide to stages, imports and keeping follow-up organized.

Read the guide

Getting started

What happens after Start free

Know what comes next before you create your account.

Read the guide

Still making your shortlist?Best Mortgage CRM in 2026 Best AI Mortgage CRM in 2026

Find your Leaf360 workspace

Mortgage CRM

For loan officers and mortgage teams.

Wholesale CRM

For wholesale lenders and their teams.

Recruiting

For building your own team.

Open platform

You don't have to choose on day one

Leaf360 connects to 21 systems, and Lia works inside Claude and ChatGPT through the Leaf360 MCP server. Start free, connect what you keep, and let the stack shrink at your pace.