The Fastest Mortgage Experience
With Follow Up Boss
The Fastest Mortgage Experience
With Follow Up Boss
The Fastest Mortgage Experience
With Follow Up Boss
A custom-built solution for mortgage professionals.
Scale seamlessly with trusted experts in mortgage processes, CRM, and more!
A custom-built solution for mortgage professionals.
Scale seamlessly with trusted experts in mortgage processes, CRM, and more!
A custom-built solution for mortgage professionals.
Scale seamlessly with trusted experts in mortgage processes, CRM, and more!
Cathy Zafra
@Your Better Mortgage
Leaf360 has revolutionized our workflow system, providing a clean and transparent process for our referral partners to send leads and communicate with us throughout the entire journey. The tracking feature is a game-changer, offering full transparency that our agents truly appreciate. Plus, the seamless communication between our two CRMs has been a huge benefit. Special shoutout to Nicolas, Chris, and Thabo for their exceptional customer service—it's truly white glove! We wholeheartedly recommend both the app and the dedicated team behind it. Five stars all the way!
Travis Wendt
@Motto Mortgage
Wonderful and customized help. Everyone there is great to work with. Nicolas has been a huge asset to my team.
Antonio Carrodeguas
@Your Better Mortgage
Organizing my leads and able to track them easier with my referal partners (realtors). I am a loan officer and Nicolas Mourra helped me learn how to navigate Leaf360 much smoother and automated lots of tasks I was doing on a daily basis allowing me more time throughout my business day to go earn more business.
Tiffany Matarazzo
@American Home Lending
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. His enthusiasm is infectious, making him a pleasure to work with
Cathy Zafra
@Your Better Mortgage
Leaf360 has revolutionized our workflow system, providing a clean and transparent process for our referral partners to send leads and communicate with us throughout the entire journey. The tracking feature is a game-changer, offering full transparency that our agents truly appreciate. Plus, the seamless communication between our two CRMs has been a huge benefit. Special shoutout to Nicolas, Chris, and Thabo for their exceptional customer service—it's truly white glove! We wholeheartedly recommend both the app and the dedicated team behind it. Five stars all the way!
Travis Wendt
@Motto Mortgage
Wonderful and customized help. Everyone there is great to work with. Nicolas has been a huge asset to my team.
Antonio Carrodeguas
@Your Better Mortgage
Organizing my leads and able to track them easier with my referal partners (realtors). I am a loan officer and Nicolas Mourra helped me learn how to navigate Leaf360 much smoother and automated lots of tasks I was doing on a daily basis allowing me more time throughout my business day to go earn more business.
Tiffany Matarazzo
@American Home Lending
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. His enthusiasm is infectious, making him a pleasure to work with
Cathy Zafra
@Your Better Mortgage
Leaf360 has revolutionized our workflow system, providing a clean and transparent process for our referral partners to send leads and communicate with us throughout the entire journey. The tracking feature is a game-changer, offering full transparency that our agents truly appreciate. Plus, the seamless communication between our two CRMs has been a huge benefit. Special shoutout to Nicolas, Chris, and Thabo for their exceptional customer service—it's truly white glove! We wholeheartedly recommend both the app and the dedicated team behind it. Five stars all the way!
Travis Wendt
@Motto Mortgage
Wonderful and customized help. Everyone there is great to work with. Nicolas has been a huge asset to my team.
Antonio Carrodeguas
@Your Better Mortgage
Organizing my leads and able to track them easier with my referal partners (realtors). I am a loan officer and Nicolas Mourra helped me learn how to navigate Leaf360 much smoother and automated lots of tasks I was doing on a daily basis allowing me more time throughout my business day to go earn more business.
Tiffany Matarazzo
@American Home Lending
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. His enthusiasm is infectious, making him a pleasure to work with
The Challenges Holding
Your Business Back
These everyday challenges are more than just frustrations—they’re keeping you from reaching your full potential and closing more deals
These everyday challenges are more than just frustrations—they’re keeping you from reaching your full potential and closing more deals
Missing the Mark
Missed leads mean missed deals—and over time, that lost business adds up, holding back the revenue and growth your team works so hard to achieve. Without the right systems in place, every opportunity slipping through the cracks makes it harder to reach your goals.
Long, Draining Days
Long, Draining Days
Disorganized systems and repetitive data entry drain your time and energy, pulling you away from what really matters—nurturing leads and closing deals. These inefficiencies make it harder to stay on top of your pipeline and grow your business.
Losing Trust with Clients
Losing Trust with Clients
Clear communication is vital to your client relationships, and when it breaks down—whether with clients, partners, or your team—it damages trust and puts your deals at risk. Those gaps can leave you struggling to recover lost opportunities.
The Solution
Leaf360's Supercharged Mortgage Setup for Follow Up Boss is designed to solve these challenges by transforming your CRM into a powerful, efficient system that allows you to close more deals with half the workload
Save Hours in Your Day
Leaf360 integrates your entire tech stack! No more double entry. Keep your team sharp and unstoppable with less effort
Save Hours in Your Day
Leaf360 integrates your entire tech stack! No more double entry. Keep your team sharp and unstoppable with less effort
Save Hours in Your Day
Leaf360 integrates your entire tech stack! No more double entry. Keep your team sharp and unstoppable with less effort
Never Miss A Deal
Leaf360 automatically syncs every lead and opportunity from your LOS inside Follow Up Boss so you can seize the moment every, single time
Build Trust With Your Clients
Build Trust With Your Clients
Keep your clients and referral partners informed and engaged with automated, personalized communication at every stage of the loan process
Find the Perfect Fit For
Your Business
Compare the key features and benefits of our Plug & Play, TurboCharged
and Enterprise setups to choose the solution that best suits
your business needs.
Plug & Play
$1000
Leaf360 Subscription Required $59/month
Turbocharge$2500
Leaf360 Subscription Required $59/month
Enterprise
$10,000
Leaf360 Subscription Required $59/month
90-Day Money-Back Guarantee if not satisfied
Scalability
Ideal for individuals looking to manage and grow their business
Perfect for businesses looking to scale quickly!
Designed for large enterprises seeking fully customized solutions to drive efficiency and scale with growth.
Client Management
Closed-loop system to manage & nurture active applications & loans
Closed-loop system to manage and nurture leads & active loans
Fully customized lead & loan management with scalable solutions
API Connectivity
Leaf360 Subscription Required
Leaf360 Subscription Required
Leaf360 Subscription Required
Automated Engagement
90+ emails, 24+ automations & action plans
85+ emails, 30+ automations & action plans
Fully tailored automation with advanced workflows
Setup Assistance
Live Onboarding & Training w/ recorded demo calls
Live Onboarding & Training w/ recorded demo calls
Personalized setup consultations
Best Practices Guides
Simple guide based on standard team setup
Detailed guide for specific team roles
Fully customized best practices for larger teams for every position and role
Customized Cheat Sheets
Support Hours
Live support from 9-5 EST on weekdays
Extended support from 9-5 EST on weekdays and weekends (varies)
Extended support options based on company size
Find the Perfect Fit For
Your Business
Compare the key features and benefits of our Plug & Play, TurboCharged
and Enterprise setups to choose the solution that best suits
your business needs.
Plug & Play
$1000
Leaf360 Subscription Required $59/month
Turbocharge$2500
Leaf360 Subscription Required $59/month
Enterprise
$10,000
Leaf360 Subscription Required $59/month
90-Day Money-Back Guarantee if not satisfied
Scalability
Ideal for individuals looking to manage and grow their business
Perfect for businesses looking to scale quickly!
Designed for large enterprises seeking fully customized solutions to drive efficiency and scale with growth.
Client Management
Closed-loop system to manage & nurture active applications & loans
Closed-loop system to manage and nurture leads & active loans
Fully customized lead & loan management with scalable solutions
API Connectivity
Leaf360 Subscription Required
Leaf360 Subscription Required
Leaf360 Subscription Required
Automated Engagement
90+ emails, 24+ automations & action plans
85+ emails, 30+ automations & action plans
Fully tailored automation with advanced workflows
Setup Assistance
Live Onboarding & Training w/ recorded demo calls
Live Onboarding & Training w/ recorded demo calls
Personalized setup consultations
Best Practices Guides
Simple guide based on standard team setup
Detailed guide for specific team roles
Fully customized best practices for larger teams for every position and role
Customized Cheat Sheets
Support Hours
Live support from 9-5 EST on weekdays
Extended support from 9-5 EST on weekdays and weekends (varies)
Extended support options based on company size
Find the Perfect Fit For
Your Business
Compare the key features and benefits of our Plug & Play, TurboCharged
and Enterprise setups to choose the solution that best suits
your business needs.
Plug & Play
$1000
Leaf360 Subscription Required $59/month
Turbocharge
$2500
Leaf360 Subscription Required $59/month
Enterprise
$10,000
Leaf360 Subscription Required $59/month
90-Day Money-Back Guarantee if not satisfied
Scalability
Ideal for individuals looking to manage and grow their business
Perfect for businesses looking to scale quickly!
Designed for large enterprises seeking fully customized solutions to drive efficiency and scale with growth.
Client Management
Closed-loop system to manage & nurture active applications & loans
Closed-loop system to manage and nurture leads & active loans
Fully customized lead & loan management with scalable solutions
API Connectivity
Leaf360 Subscription Required
Leaf360 Subscription Required
Leaf360 Subscription Required
Automated Engagement
90+ emails, 24+ automations & action plans
85+ emails, 30+ automations & action plans
Fully tailored automation with advanced workflows
Setup Assistance
Live Onboarding & Training w/ recorded demo calls
Live Onboarding & Training w/ recorded demo calls
Personalized setup consultations
Best Practices Guides
Simple guide based on standard team setup
Detailed guide for specific team roles
Fully customized best practices for larger teams for every position and role
Customized Cheat Sheets
Support Hours
Live support from 9-5 EST on weekdays
Extended support from 9-5 EST on weekdays and weekends (varies)
Extended support options based on company size
FAQ
FAQ
FAQ
1. What is the key difference between Plug & Play, TurboCharged, and Enterprise in terms of client management?
Plug & Play: Provides a closed-loop system to manage and nurture active applications and loans. TurboCharged: Offers a similar closed-loop system but includes lead management as well. Enterprise: Fully customized lead and loan management with scalable solutions, designed for growing businesses.
2. How does the customization process work for all 3 setups?
For all setups, we analyze your workflow and integrate Follow Up Boss with your LOS to eliminate double data entry and ensure consistent, organized lead management. The Enterprise setup will include additional levels of customization, automation, and integration with other systems.
3. How does your system prevent clients from falling through the cracks?
The Plug & Play setup will ensure no applicant or loan opportunity is missed. Both the TurboCharged and Enteprise setups ensure a closed-loop system that tracks every lead and loan. This system automates workflows and sends reminders so no client is overlooked, maximizing your ability to close deals.
4. What kind of support do you offer during and after setup?
With both setups, we offer live support from 9-5 EST on weekdays and demo calls for setup and navigation. The enterprise setup includes additional support options based on company size and complexity.
5. How does your setup save time for my team?
Both setups streamline workflows by automating tasks and ensuring consistency across systems, freeing up hours of manual work. The enterprise setup offers further time-saving solutions tailored to large teams and complex operations.
6. Can I still use my current tools and systems with these setups?
Yes, all setups integrate Follow Up Boss with your existing systems, ensuring a seamless workflow. The enterprise setup offers more extensive integration options based on company needs.
7. Is the system scalable as my business grows?
Absolutely! All setups are scalable however, the enterprise setup is especially suited for larger companies looking for extensive scaling options.
1. What is the key difference between Plug & Play, TurboCharged, and Enterprise in terms of client management?
Plug & Play: Provides a closed-loop system to manage and nurture active applications and loans. TurboCharged: Offers a similar closed-loop system but includes lead management as well. Enterprise: Fully customized lead and loan management with scalable solutions, designed for growing businesses.
2. How does the customization process work for all 3 setups?
For all setups, we analyze your workflow and integrate Follow Up Boss with your LOS to eliminate double data entry and ensure consistent, organized lead management. The Enterprise setup will include additional levels of customization, automation, and integration with other systems.
3. How does your system prevent clients from falling through the cracks?
The Plug & Play setup will ensure no applicant or loan opportunity is missed. Both the TurboCharged and Enteprise setups ensure a closed-loop system that tracks every lead and loan. This system automates workflows and sends reminders so no client is overlooked, maximizing your ability to close deals.
4. What kind of support do you offer during and after setup?
With both setups, we offer live support from 9-5 EST on weekdays and demo calls for setup and navigation. The enterprise setup includes additional support options based on company size and complexity.
5. How does your setup save time for my team?
Both setups streamline workflows by automating tasks and ensuring consistency across systems, freeing up hours of manual work. The enterprise setup offers further time-saving solutions tailored to large teams and complex operations.
6. Can I still use my current tools and systems with these setups?
Yes, all setups integrate Follow Up Boss with your existing systems, ensuring a seamless workflow. The enterprise setup offers more extensive integration options based on company needs.
7. Is the system scalable as my business grows?
Absolutely! All setups are scalable however, the enterprise setup is especially suited for larger companies looking for extensive scaling options.
1. What is the key difference between Plug & Play, TurboCharged, and Enterprise in terms of client management?
Plug & Play: Provides a closed-loop system to manage and nurture active applications and loans. TurboCharged: Offers a similar closed-loop system but includes lead management as well. Enterprise: Fully customized lead and loan management with scalable solutions, designed for growing businesses.
2. How does the customization process work for all 3 setups?
For all setups, we analyze your workflow and integrate Follow Up Boss with your LOS to eliminate double data entry and ensure consistent, organized lead management. The Enterprise setup will include additional levels of customization, automation, and integration with other systems.
3. How does your system prevent clients from falling through the cracks?
The Plug & Play setup will ensure no applicant or loan opportunity is missed. Both the TurboCharged and Enteprise setups ensure a closed-loop system that tracks every lead and loan. This system automates workflows and sends reminders so no client is overlooked, maximizing your ability to close deals.
4. What kind of support do you offer during and after setup?
With both setups, we offer live support from 9-5 EST on weekdays and demo calls for setup and navigation. The enterprise setup includes additional support options based on company size and complexity.
5. How does your setup save time for my team?
Both setups streamline workflows by automating tasks and ensuring consistency across systems, freeing up hours of manual work. The enterprise setup offers further time-saving solutions tailored to large teams and complex operations.
6. Can I still use my current tools and systems with these setups?
Yes, all setups integrate Follow Up Boss with your existing systems, ensuring a seamless workflow. The enterprise setup offers more extensive integration options based on company needs.
7. Is the system scalable as my business grows?
Absolutely! All setups are scalable however, the enterprise setup is especially suited for larger companies looking for extensive scaling options.