Getting Started:
Login to FollowUpBoss
Create a lead
Go to Leaf360 Integration on right side
Fill in notes, loan purpose, loan officer, and click “Send Referral”
Need Assistance? Join our daily live demo here: Book A Demo
Our support team is here to help ensure a smooth experience.
Reach out to us at [email protected] for any questions or guidance.
Thank you for choosing Leaf360. We look forward to supporting you in elevating your client experience and expanding your business.
Warm regards,
The Leaf360 Team