Leaf 360 Inc.

How to Sign up as a Loan Officer with Leaf360

How to View Your Agent Partners' Pipelines in Leaf360

How to Invite Your Real Estate Agents as Your Partners in Leaf360 and Create Their Portal

How to send a lead to Your Loan Officer in Leaf360

How to Invite Your Team as a Loan Officer in Leaf360

How to Share Referrals in FollowUpBoss

How to Enable Leaf360 in FollowUpBoss:

Christian Mourra

Please see below some helpful guides on how to setup Leaf360 

Leaf360 Help

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.