Can a large lender use Leaf360?

Yes. The Enterprise plan adds custom seats and volume pricing, advanced security and admin controls, a dedicated success manager and custom integrations, while every loan officer still gets Lia on their own desk.

How long does Leaf360 take to set up?

Most loan officers are working in it the same day. You sign up free, import your leads and partners from a CSV, connect your inbox, and tell Lia what campaigns and automations you want. There is no implementation project.

Honest comparison

Leaf360 vs Total Expert

Total Expert is an enterprise customer engagement platform sold to lenders, banks and credit unions, usually run by a marketing team on behalf of loan officers. It is a strong choice for an institution that wants central control of every message. Leaf360 is the AI Operating System for mortgage: a loan officer, a branch or a company can start on it today with no implementation project, and Lia builds the campaigns and workflows that a Total Expert deployment would normally hand to a marketing department. Choose Total Expert if you have that department and want it in control. Choose Leaf360 if you want the loan officer to be able to run their own business on day one.

Choose Total Expert if

You are a bank or credit union with a marketing department that needs central approval of every piece of outbound content.
You need enterprise procurement, security review and a named implementation team, and you have the budget and calendar for it.
Your loan officers are not expected to run their own marketing, and you prefer it that way.

Choose Leaf360 if

You want one system for pipeline, partners, follow-up, wholesale and calling instead of a stack of tools.
You want the AI to build and run the work from plain language, not another builder to configure.
You want to start free today, with published pricing and no implementation project.

Side by side

No feature checklist. What each one is, and how you work in it.

	Leaf360AI Operating System for mortgage	Total Expert
Category	AI Operating System for mortgage	Enterprise customer engagement platform for lenders and banks
Who runs it	The loan officer, with Lia doing the setup and the follow-up	A marketing or CRM operations team, on behalf of loan officers
Time to first value	Minutes: sign up free, import, tell Lia what you need	An implementation project measured in months
What it replaces	The whole cobbled stack: CRM, email tool, texting tool, marketing software, and the spreadsheets between them	One tool inside that stack
AI model	Lia, an agentic AI that builds workflows from plain language and works inside Leaf360, Claude, or ChatGPT	AI features attached to specific screens
Wholesale	Leaf360 TPO marketplace built in: find, connect with and stay approved with wholesale lenders	Not part of the product
Openness	Open platform: 21 integrations including Encompass, Arive, LendingPad, Follow Up Boss, HubSpot, Salesforce and GoHighLevel, plus an MCP server so Lia works inside Claude or ChatGPT	Closed system; you work inside their screens
Getting started	Free plan with no credit card, published pricing, no setup fee, no implementation project	Quote or sales call first; setup fees or an implementation partner are common

When Total Expert is the better choice

Where Total Expert is the better choice today:

You are a bank or credit union with a marketing department that needs central approval of every piece of outbound content.

You need enterprise procurement, security review and a named implementation team, and you have the budget and calendar for it.

Your loan officers are not expected to run their own marketing, and you prefer it that way.

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.

See every integration

Frequently asked questions

Not really. Total Expert is sold to institutions and priced by quote, and its strength is central control by a marketing team. A solo loan officer or a small team is better served by a platform they can start and run themselves.

More comparisons

Leaf360 vs Shape

Shape is a mortgage CRM. Leaf360 is the AI Operating System for mortgage: CRM, communication intelligence, and wholesale infrastructure run by Lia. An honest comparison.

Leaf360 vs Aidium

Aidium is a mortgage CRM with AI features. Leaf360 is the AI Operating System for mortgage, run by Lia. An honest comparison for loan officers and teams.

Leaf360 vs Jungo

Jungo is a Salesforce-based mortgage CRM. Leaf360 is the AI Operating System for mortgage, run by Lia. An honest comparison.

See every comparison

See it with your own pipeline.

Import a CSV, tell Lia what you need, and watch what she finds. It takes minutes, and it costs nothing.

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Free plan. No credit card. Published pricing.