Lia does the work.
Lia
General mode
Run a nurture campaign for my pre-approvals that pauses when they go under contract.
Built it. 38 pre-approvals qualify. Here is what runs:
- Day 1: check-in text, in your voice
- Day 7: rate update email from the rate dashboard
- Every 14 days: agent-partner touch
- Pause the moment the LOS marks under contract
Nothing sends until you approve.
You describe the outcome. She designs the flow.
Most mortgage software hands you an automation builder: a canvas, some triggers, and the expectation that you will design the workflow. Lia works the other way around. She designs it, drafts every message, tests it, and hands it to you to approve.
Foundation models provide the general intelligence. Leaf360 is the mortgage layer that turns it into pipeline work: your leads and loans, your lenders' guidelines, your compliance rules and your brand. Lia is what you talk to.
A chatbot
Answers a question. You still do the work.
An automation builder
Gives you a canvas. You design and maintain the flow.
Lia
Builds the flow from your sentence, runs it, adapts every touch, waits for your approval where it matters.
Lia, anywhere
Same agent inside Claude or ChatGPT through the Leaf360 MCP server.
What Lia does inside Leaf360
Not a feature bolted onto one screen. She runs inside every part of the system.
Builds campaigns and workflows from a sentence
“Run a nurture campaign for my past clients” is the whole setup. Lia builds the sequence and the workflow. You approve before anything sends.
Writes your partner outreach
Lia drafts the follow-up for each referral partner from their history with you. It waits in your approval queue, you approve, it sends.
Coaches from your dashboard
AI Coach reads your pipeline every day and tells you what to work on next, so the quiet pre-approval never stays quiet.
Writes email and text templates
Describe the message and watch her build it block by block, on brand through your Brand Wiki, then save what works.
Takes meeting notes
Send a notetaker into a live meeting or pull in a Zoom recording. Read the summary, the action items and the transcript afterwards.
Matches loan scenarios to lenders
Describe a scenario and get back which of your connected wholesale lenders can take it, with the guideline behind the answer.
Handles a whole job in Deep Mode
Hand Lia one big task, like re-engaging 300 stale leads, and watch the progress while she works through it on her own.
Six specialists. One Lia.
Switch her into a specialist for the job in front of you. Each mode changes what she looks at and how she answers.
General
Leads, loans, contacts, tasks, calendar, mail. The mode that can create and change records.
Lenders
Guideline answers from your connected wholesale lenders' documents, every answer citing its source.
Income
Qualifying income from a pay stub, W2, 1099 or tax return.
Underwriter
Loan file and guideline review, including DU and LP findings and condition analysis.
Appraisal
Comparable sales, adjustments, reconciliation and red flags.
Approval conditions
Track conditions as prior to docs, prior to closing and prior to funding.
Use Lia anywhere
Same agent. Same data. A different screen.
The Leaf360 MCP server connects any assistant that speaks the Model Context Protocol to your Leaf360 workspace. For a limited time it is included on every plan, including Free.
Lia isn't locked inside Leaf360
The most common things people use it for:
- Clean up an old CRM export and import it into Leaf360.
- Set up Leaf360 for yourself, your team or your company.
- Build automations, on the Core or Pro plan.
- Design email templates in Claude Design, GPT or Claude and drop them straight in.
Questions about Lia
Agentic means Lia does the work, not just the writing. You describe an outcome in plain language, and she builds the workflow, drafts the messages, waits for your approval where it matters, and runs it. A chatbot answers a question. An agent finishes a job.
Tell Lia what you need. Then watch.
Start free, import your pipeline, and give her one job. That is the whole demo.
Free plan. No credit card. Published pricing.