Leaf360

Connect your Follow Up Boss with the partners you work with

Streamline your referral process and enhance collaboration with Leaf360's seamless integration.

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Share referrals with ease

Leaf360's embedded app allows you to share referrals to lending partners and agents directly through Follow Up Boss.

• Share client details with one click
• Choose loan officers and agents effortlessly
• Send notes and client information securely

Centralized communication hub

Keep all your client-related communications in one place, right where they belong.

• Track status updates between your team and lending partners
• Access all messages directly in the client's profile
• Maintain a clear overview of each transaction

Real-time loan status updates

Receive live updates on your client's mortgage journey, enabling proactive decision-making.

• Automatically receive loan status details
• Track important lending milestones
• Monitor financial contingencies

Enhanced visibility into client interactions

Stay informed about client communications without compromising privacy.

• Track inbound and outbound calls, texts, and emails
• Maintain client confidentiality
• Get a clear picture of engagement without seeing sensitive details

Instant Messaging

Communicate effortlessly with third parties involved in your client's transaction.

• Message loan officers and other agents instantly
• Keep all communications within Follow Up Boss
• Ensure quick and efficient collaboration