Everything Leaf360 does, in one list.

How many records you can hold across the three pipelines before a plan limit applies.

Connect your Google or Outlook account and send one-to-one email from your own domain, with no monthly cap on any plan.

Bulk campaigns and emails sent by workflows go through the Email Marketing or Multi-Channel add-on, available on Pro.

Every Ask Lia request uses credits. Everyday questions use far fewer than research, document review or Deep Mode, so 100 a month goes a long way for regular use.

How many people from your company can work in the same Leaf360 account.

A dedicated calling and texting number inside Leaf360. Extra lines can be added on Pro.

Ask a question or give an instruction in a sentence, and Lia works across your records instead of handing you a search box.

Switch Lia into a specialist for the job in front of you. Each mode changes what she looks at and how she answers.

Reads your pipeline and tells you what to work on next.

Describe the message and Lia writes the template block by block, on brand, ready to save and reuse.

Describe the borrower and the loan, and Lia comes back with which of your lenders can take it and why.

Instead of a back-and-forth chat, hand Lia one big task, like re-engaging 300 stale leads or building a campaign from scratch. She works through it on her own while you watch the progress.

Lia drafts the follow-up for each referral partner. It waits in your approval queue, you approve, it sends.

Send a notetaker into a live meeting or pull in a Zoom recording, then read the summary, action items and transcript.

Connect Claude, ChatGPT or any MCP-capable assistant to your Leaf360 workspace. Use it to clean up and import your data, set up Leaf360 for yourself or your team, build automations on Core or Pro, and design email templates.

Build and keep your email templates in a block editor, organized in folders your whole team can use.

Drop borrower, loan and partner data into a template, then send yourself a test before it goes anywhere near a client.

The same idea for texts: saved messages with merge fields, ready for a workflow or a one-off send.

Requires the Email Marketing add-on, available on Pro.

Email and text steps in one automated sequence, through the Multi-Channel add-on, available on Pro.

Every bulk send reports delivery, opens, clicks and bounces, down to which recipient did what.

One place for your logos, colors, voice and compliance details, plus the image library that feeds every AI-written email and page, so everything Lia makes is on brand.

Rates in the product, with alerts when they move, so a rate email is a reaction and not a guess.

One trigger, then a chain of steps you can branch, delay and loop, with a test run before it touches a real record.

Type what you want the automation to do and Lia builds the trigger and the steps, then stays available to edit them.

A gallery of automations you can load into the builder and change, instead of starting from an empty screen.

Every run, step by step, with what succeeded, what was skipped and the exact error on anything that failed.

Describe the site you want and Leaf360 builds it, using the brand you already set up in Brand Wiki.

Search the marketplace by product, state or name, then connect, which notifies the lender's account executive for real.

Ask about a scenario and Lia answers from the guideline documents attached to your connected lenders, citing the source.

If the lender you need is not in the marketplace, request it and a company admin decides.

Two-way sync with the LOS, so loan status changes land in Leaf360 without anybody retyping them.

Your agents stay in Follow Up Boss and you work in Leaf360, with both sides in sync.

Keep the CRM your company already bought and connect it, or move across at your own pace.

Meetings booked and joined from Leaf360, with the notetaker available on paid plans.

Your booking links and your calendar, visible next to the pipeline instead of in another tab.

Connect your own mailbox so email sends from your domain and threads land back on the record.

Pull documents and spreadsheets into workflows and records without downloading and reuploading them.

Send a workflow's alerts into the channel your team already watches.

Connect the long tail: anything with a Zapier connector, plus Typeform submissions as leads.

Push contacts to Fello for home-value nurture and bring the engagement back.

Built with you when what you run is not on the list.

Written guides and videos for every screen, at help.leaf360.com, free to read before you sign up.

Live group sessions with the Leaf360 team to get you set up.

Reach a person by email or chat on every plan, including Free.

Your ticket goes to the front of the queue.

A named person at Leaf360 who knows your account.

We do the move with you rather than handing you the importer and a help article.