Mortgage CRM
From first lead to funded loan.
The mortgage CRM built for loan officers: pipeline, partners, marketing, and calling. Start free, no credit card required.
Free
$0
Per user/month
For individuals getting started
- 5,000 each of leads, loans & partners
- Unlimited email from your inbox
- 100 Ask Lia credits / month
- Full Leaf360 TPO marketplace access
Core
$59
Per user/month
For loan officers growing their book
- Unlimited leads, loans & partners
- Unlimited email from your inbox
- Automations & workflows
- Reports & partner performance
Most popular
Pro
$99
Per user/month
For teams that need calling built in
- Everything in Core
- 1 phone line included
- Unlimited calls & texts on that line
- Priority support
Enterprise
Custom
Custom billing
For enterprises needing control
- Custom seats & volume pricing
- Dedicated success manager
- Advanced security & admin
- Custom integrations
Trusted by top mortgage companies
Select preferred | Free $0 per user/month | Core $59 per user/month | ProPopular $99 per user/month | Enterprise Get a custom quote |
|---|---|---|---|---|
| Usage | ||||
| Leads, loans & partners | 5,000 each | Unlimited | Unlimited | Unlimited |
| Email from your own inboxConnect your Google or Outlook account and send one-to-one email from your own domain, with no monthly cap on any plan. | Unlimited | Unlimited | Unlimited | Unlimited |
| Marketing & automation emailBulk campaigns and emails sent by workflows go through the Email Marketing or Multi-Channel add-on, available on Pro. | Not included | Not included | Add-on | Custom |
| Ask Lia creditsEvery 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. | 100 / mo | Unlimited | Unlimited | Unlimited |
| Seats | 1 | Unlimited | Unlimited | Custom |
| Phone lines includedA dedicated calling and texting number inside Leaf360. Extra lines can be added on Pro. | Not included | Not included | 1 line | Custom |
| Pipeline & records | ||||
| Sales pipeline with list & board views | Included | Included | Included | Included |
| Loan pipelines & custom stages | Included | Included | Included | Included |
| Referral partner pipelines | Included | Included | Included | Included |
| Custom fields on leads, loans & partners | Included | Included | Included | Included |
| CSV import & export | Included | Included | Included | Included |
| Bulk actions & saved filters | Included | Included | Included | Included |
| Public lead forms (hosted & embeddable) | Included | Included | Included | Included |
| Lead sources & sub-sources | Included | Included | Included | Included |
| Archive & restore | Included | Included | Included | Included |
| Referral emails turned into leads automaticallyForward a referral partner's email and Leaf360 reads it and creates the lead, so nothing gets copied out by hand. | Not included | Included | Included | Included |
| SLA rules, timers & breach alerts | Not included | Included | Included | Included |
| Lia | ||||
| Ask Lia in plain language across leads, loans, tasks, calendar & mail | Included | Included | Included | Included |
| Specialist modesSwitch Lia into a specialist for the job in front of you. Each mode changes what she looks at and how she answers. | ||||
| Lenders: guideline answers from your connected wholesale lenders, with the source cited | Included | Included | Included | Included |
| Income: qualifying income from a pay stub, W2, 1099 or tax return | Included | Included | Included | Included |
| Underwriter: loan file & guideline review, including DU and LP findings | Included | Included | Included | Included |
| Appraisal: comparable sales, adjustments, reconciliation & red flags | Included | Included | Included | Included |
| Approval conditions: track PTD, PTC & PTF conditions to clear to close | Included | Included | Included | Included |
| AI Coach on the dashboardReads your pipeline and tells you what to work on next. | Included | Included | Included | Included |
| AI email & SMS builder | Included | Included | Included | Included |
| Loan scenarios matched to your connected lenders' guidelines | Included | Included | Included | Included |
| Deep Mode: give Lia a whole job, not a questionInstead 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. | Not included | Included | Included | Included |
| Partner outreach written by Lia, approved by youLia drafts the follow-up for each referral partner. It waits in your approval queue, you approve, it sends. | Not included | Included | Included | Included |
| AI meeting notetaker with summaries & action itemsSend a notetaker into a live meeting or pull in a Zoom recording, then read the summary, action items and transcript. | Not included | Included | Included | Included |
| Leaf360 MCP serverLimited time, all plansConnect 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. | Included | Included | Included | Included |
| Communication | ||||
| Unified inbox: email, calls, texts & partner messages | Included | Included | Included | Included |
| Connected email (Gmail, Outlook) | Included | Included | Included | Included |
| Meeting schedulerBook meetings and see what's coming up next to your inbox. Connects to Zoom and Calendly. | Included | Included | Included | Included |
| Built-in phone & texting lineThe Leaf360 phone system is part of Pro. Free and Core do not include calling or texting. | Not included | Not included | 1 line included | Custom |
| Additional phone lines | Not included | Not included | Add-on | Custom |
| Unlimited calls & texts | Not included | Not included | On included line | Included |
| Call recording with spoken disclosure | Not included | Not included | Included | Included |
| Call transcripts & AI call details | Not included | Not included | Included | Included |
| Business hours, ring strategy & voicemail | Not included | Not included | Included | Included |
| Number porting | Not included | Not included | Included | Included |
| Spam shield & blocked callers | Not included | Not included | Included | Included |
| SMS blastsBulk text campaigns billed by segment volume, separate from the texts on your included line. Available on Pro. | Not included | Not included | Add-on | Custom |
| Marketing & automation | ||||
| Email template library & block editor | Included | Included | Included | Included |
| Merge fields & test sends | Included | Included | Included | Included |
| SMS template library | Not included | Not included | Included | Included |
| Bulk & scheduled email campaignsRequires the Email Marketing add-on, available on Pro. | Not included | Not included | Email Marketing add-on | Custom |
| Multi-channel sequences (email + SMS)Email and text steps in one automated sequence, through the Multi-Channel add-on, available on Pro. | Not included | Not included | Multi-Channel add-on | Custom |
| Campaign analytics: delivery, opens, clicks & bounces | Not included | Not included | Included | Included |
| Brand Wiki & media libraryOne 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. | Included | Included | Included | Included |
| Mortgage rate dashboard & movement alerts | Included | Included | Included | Included |
| Workflow builder: triggers, actions, branching & delays | Not included | Included | Included | Included |
| AI assistant that builds workflows from plain language | Not included | Included | Included | Included |
| Pre-built workflow templates | Not included | Included | Included | Included |
| Workflow run analytics & execution history | Not included | Included | Included | Included |
| AI website builder & site templates | Not included | Included | Included | Included |
| Reporting | ||||
| Dashboard: key numbers, pipeline chart & forecast vs goals | Included | Included | Included | Included |
| Team leaderboard | Not included | Included | Included | Included |
| Partner performance analytics & tiers | Not included | Included | Included | Included |
| Call history & call analytics | Not included | Not included | Included | Included |
| Leaf360 TPO marketplace | ||||
| Browse & connect with wholesale lenders | Included | Included | Included | Included |
| Lender guideline Q&A with cited sources | Included | Included | Included | Included |
| Request a lender that isn't listed yet | Included | Included | Included | Included |
| Portals | ||||
| Partner portal for agents, title & insurance | Not included | Included | Included | Included |
| Credit WatchSoft-pull credit monitoring for your clients: a monthly credit score, alerts when something changes, and a portal where they can see it. Report credits are bought separately. | Not included | Included | Included | Included |
| Integrations | ||||
| Loan origination: Encompass, Arive & LendingPad | Not included | Included | Included | Included |
| Follow Up Boss two-way sync | Not included | Included | Included | Included |
| HubSpot & Salesforce | Not included | Included | Included | Included |
| Zoom, Google Meet & Microsoft Teams | Included | Included | Included | Included |
| Calendly & Google Calendar | Included | Included | Included | Included |
| Gmail & Outlook | Included | Included | Included | Included |
| Google Drive, Docs & Sheets | Not included | Included | Included | Included |
| Slack notifications | Not included | Included | Included | Included |
| Zapier & Typeform | Not included | Included | Included | Included |
| Fello | Not included | Included | Included | Included |
| Custom integrations | Not included | Not included | Not included | Included |
| Team, security & compliance | ||||
| Advanced team management & rolesInvite, edit and deactivate members, set roles and permissions, and see who holds which seat. | Not included | Included | Included | Included |
| Lead & loan routing to teamsGroup people into teams and send unassigned leads, loans and contacts to the right person automatically. | Not included | Included | Included | Included |
| Company-paid or self-paid seats | Not included | Included | Included | Included |
| Calling hours enforced automatically, including stricter state windowsLeaf360 won't place a call outside your hours, and applies shorter windows in states that require them. | Not included | Not included | Included | Included |
| Do Not Call scrubbing against federal, state & your own list | Not included | Not included | Included | Included |
| Text opt-in, opt-out & quiet hours handled for youDouble opt-in, STOP and HELP replies, opt-out wording and quiet hours, managed by Leaf360. | Not included | Not included | Included | Included |
| Call recording disclosure, with all-party consent states handled automatically | Not included | Not included | Included | Included |
| Consent tracking for marketing outreach | Not included | Not included | Included | Included |
| Advanced security & admin controls | Not included | Not included | Not included | Included |
| Custom seats & volume pricing | Not included | Not included | Not included | Included |
| Support | ||||
| Help center & how-to videos | Included | Included | Included | Included |
| Group onboarding callsLive group sessions with the Leaf360 team to get you set up. | Included | Included | Included | Included |
| Email & chat support | Included | Included | Included | Included |
| Priority support | Not included | Not included | Included | Included |
| Dedicated success manager | Not included | Not included | Not included | Included |
| Dedicated onboarding & migration | Not included | Not included | Not included | Included |
Frequently asked questions.
These plans are the Mortgage CRM. If you're a loan officer, mortgage broker or correspondent lender who works with a wholesale lender to fund or close your loans, this is you. Leaf360 TPO is the marketplace inside the CRM where you find, apply to and stay approved with those wholesale lenders, and it's included on every plan. If you're a wholesale lender, meaning you fund loans through TPO companies such as mortgage brokers, correspondent lenders and mortgage lenders, you sign up on the lender side instead. Lender profiles are free, and that's covered on the Leaf360 TPO for wholesale lenders page.