Leaf360

Leaf360 is a mortgage CRM for loan officers and their teams. This plugin brings the CRM into ChatGPT so you can work your pipeline in conversation instead of clicking through screens.

What you can do:

• Find leads, loan files, and referral partners by name, status, stage, source, tag, or assigned team member, with complete paginated lists.
• Open a lead with its score, close probability, Do Not Call status, communication tips, and property snapshot.
• Open a loan file with merged conditions (open first, overdue flagged), milestones, LOS progress, key dates, the rate lock with extensions, and closing trackers.
• Read a record's timeline, including inbound and outbound texts, emails, notes, and call outcomes, and pull a call's AI summary, action items, and transcript.
• Create leads and partners with duplicate detection, update safe profile fields, move configured statuses and stages with checklist gates enforced, and manage tags and narratives.
• Create notes, tasks, email and SMS template drafts, and automation drafts; see what blocks a status move; admins can view the team roster and assignment queues.
• Draft emails, texts, and call scripts. Sending always requires your explicit approval of the exact message in Leaf360.
• Read the workspace configuration (statuses, stages, pipelines, sources, custom fields, SLA rules, tags) so ChatGPT uses your exact values.
• Get a live setup checklist for a new loan officer and create a branded starter pack of templates and automations as drafts.

How it stays safe:

• You sign in with your own Leaf360 account through OAuth. Every request runs as you, inside your company, with your record visibility and role.
• Loan files never return Social Security numbers or dates of birth, and timeline text is masked for SSN and card-like numbers. The plugin never asks for or stores government identifiers, passwords, or verification codes.
• Writes are allowlisted and audited. Nothing is deleted; note archive is reversible in the app. Email, SMS, and calls are never sent without your approval.
• The plugin calls only Leaf360's own first-party backend. No webhook secrets, API keys, or lead-source routing details are ever exposed.

Requires a Leaf360 account with the ILO (mortgage) workspace.