Agent Legend has teamed up with Leaf360 to deliver a powerful automation solution for mortgage professionals looking to scale with speed, simplicity, and transparency.
Whether you use Arive, LendingPad, or another Loan Origination System (LOS), this new tech stack eliminates manual follow-up and brings your CRM and communications into perfect sync — so you can spend more time closing deals and less time chasing leads.
The Problem: Your LOS Is Not a CRM
Most LOS platforms are built to manage files — not relationships. That means you’re missing out on crucial follow-up opportunities, and manually updating agents or clients creates unnecessary delays. Without automation, loan officers risk:
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Burnout from endless manual updates
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Missed opportunities due to slow response times
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Lost deals from a lack of consistent client nurturing
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Poor agent communication that jeopardizes referrals
The Solution: Seamless Automation from LOS to CRM to Outreach
This integration connects your LOS > Leaf360 > Follow Up Boss > Agent Legend, syncing your pipeline stages across all systems in real-time (within 1–2 seconds!).
What Gets Automated:
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Loan stage updates (from LOS > CRM > Agent Legend)
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Text, email, voicemail, and video messages triggered by pipeline stages
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Real-time updates for agent partners via Follow Up Boss, kvCORE, BoomTown, and more
What You’ll See:
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Over 95% deliverability across all communication channels
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Dramatic reduction in manual data entry
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Faster speed-to-lead response times, even after hours
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Stronger agent partnerships with automated transparency
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More closed deals and fewer missed handoffs
Why It Matters for Your Agents
With 67% of mortgage transactions coming from agent referrals, keeping your agents in the loop is mission-critical. With this integration:
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Agents get loan status, credit scores, contingency timelines, and key updates — automatically.
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You’re positioned as a trusted partner and resource (a "golden unicorn" in their eyes).
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Your follow-up works seamlessly, even when you're unavailable.
Get Started - Explore the Full Integration
Still have questions? Contact our support team — we’re here to help you scale smarter.