Your CRM. Their Follow Up Boss. Zero friction.
Loan officers work from Leaf360. Agents stay in Follow Up Boss. Our embedded app connects both sides so referrals, updates, and communication happen instantly, without extra apps, extra logins, or extra cost.
Built to connect with 100,000+ agents directly inside Follow Up Boss.
Built for stronger agent relationships
More transparency. Less chasing. Faster closings.
The Deal Breaks When the
Agent-Lender Connection Breaks
Most deals don’t slow down because people aren’t working. They slow down because updates, referrals, and context live in the wrong places.
Agents Are Forced to Chase Updates
Texts, calls, and “any news?” messages create delays and uncertainty for clients.
Loan Officers Get Pulled Into Too Many Systems
When every agent wants you inside their CRM, you end up juggling logins, and your process gets messy fast.
Referrals Don’t Have One Source of Truth
Details get lost across emails and threads, and accountability disappears when it matters most.
One Home Base for the Loan Officer.
One Seamless Experience for the Agent.
Leaf360 is where loan officers run their business. The embedded app is how agents experience the process, right inside Follow Up Boss.
Everything stays connected automatically
The Embedded App Agents Actually Want
No extra app downloads. No new logins. No “go check this portal.” Agents get what they need where they already work: Follow Up Boss.
Connect With 100,000+ Agents
Loan officers connect with agents directly inside Follow Up Boss, at scale, without per-agent fees.
One-Click Referral Sharing
Send and receive referrals instantly with clear ownership, clean handoffs, and no back-and-forth.
Live Loan Status + Milestones
Automatic updates flow from the loan officer’s LOS into the agent’s CRM so everyone stays aligned in real time.
Shared Notes + Call Recordings
Keep context, conversations, and next steps attached to the deal, so nothing gets missed.
Loan officers don’t switch systems. Agents don’t learn a new one.
How It Works
Simple setup. Daily wins.
Loan officer runs everything in Leaf360
Leads, loans, and partner relationships stay organized in one CRM built for loan officers.
Embedded App connects to Follow Up Boss
Agents get the Leaf360 experience directly inside their Follow Up Boss, without leaving their workflow.
Referrals + updates move automatically
One-click referrals, live milestones, shared notes, and call recordings, all connected to the same deal.
No chasing. No confusion. No switching platforms.
For Agents: Stop Chasing Your Lender
You deserve visibility without begging for it. With the embedded app, you get updates and context inside Follow Up Boss, like it should’ve been from day one.
- Live milestones and status updates
- Clear referral ownership and accountability
- Shared notes and call context
- A smoother client experience from start to close
We’ll get them set up fast.
For Loan Officers: Be the Most Connected Lender in Your Market
Agents don’t stay loyal because you “check in.” They stay loyal because you’re easy to work with. Leaf360 gives you the system, and the embedded app gives agents the experience.
- Keep your business in Leaf360
- Connect with agents inside their Follow Up Boss
- Reduce “status check” calls and texts
- Win repeat referrals with better transparency
The Old Way vs. The Leaf360 Way
One creates friction. The other creates trust.
- ✕Agents chase updates manually
- ✕Referrals live in texts and emails
- ✕No shared context on the deal
- ✕Loan officers jump between systems
- ✕Slower closings and weaker trust
- Loan officers work in Leaf360
- Agents stay in Follow Up Boss
- Updates and milestones flow automatically
- Referrals shared in one click
- Shared notes + call recordings per deal
Less friction. More trust. More repeat referrals.
Teams Use Leaf360 to Create
Transparency Agents Appreciate
Cleaner process. Better communication. Stronger relationships.
"Leaf360 has revolutionized our workflow system, providing a clean and transparent process for our referral partners. The tracking feature is a game-changer offering full transparency. Special shoutout to Nicolas, Chris, and Thabo for their exceptional customer service. It's truly white glove!"
"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."
"Wonderful and customized help. Everyone there is great to work with. Nicolas has been a huge asset to my team."
Ready to Connect With Agents
the Right Way?
Leaf360 is the loan officer CRM built for growth. The embedded app gives agents the visibility they’ve always wanted, directly inside Follow Up Boss.
Fast onboarding. White-glove setup available.