This is a recording of the real product, not a live demo. You don't need to give us an email to watch it.
Nothing loads until you hit play. Watch on YouTube instead.
Here's that part of the recording, written out.
Step 1
Type it, or use the mic: show me what leads are urgent in my pipeline that I should focus on today. She searches your leads and comes back with the ones that need attention. Underneath there's a short priority summary telling you which to take first and why.
Step 2
Follow up with: draft a unique email and SMS for each individual client. She writes a separate pair for every lead on that list, off that client's own file. You'll notice the loan type and the loan amount in each one. No templates to pick, no merge fields.
Step 3
The drafts sit in the chat until you act. With your mailbox connected, one button sends every email from your own address. The texts you copy into each client's profile yourself unless batch texting is on. Asking Lia to text somebody directly is different: that goes out from your team's number right away.
Worth being plain about, because plenty of software demos are neither.
The same recording carries on into two more jobs: reading a pay stub to work out qualifying income, then drafting the email that asks for the docs the file is still missing. She'll also run guideline checks on a loan file and answer lender questions out of your connected lenders' own documents.
Read what Lia doesYes. It's a screen capture of the Ask Lia chat inside Leaf360 Mortgage CRM, and the same session is written up step by step in our help center. Nothing here is an animation or a mockup of a screen that doesn't exist.
Start free and ask her the same question about your own leads. Or ask her about Leaf360 first, right here.
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