The Leaf360 integration with FollowUpBoss streamlines the process of sharing referrals, communicating, and managing transactions between real estate agents and lending partners. By connecting FollowUpBoss with Leaf360, users can share client information with one click, keep track of all communications, and receive real-time updates on the client's mortgage journey.
How it Works
Leaf360’s embedded app in FollowUpBoss allows you to share referrals, track communications, and receive live loan status updates. It facilitates centralized communication by tracking status updates and messages between the agent’s team and their lending team. Additionally, the integration offers instant messaging capabilities and enhanced transparency by keeping a tally of all communications without disclosing details.
How to Integrate
Before you start the integration process, you'll need your Loan Origination System (LOS) API keys from the respective LOS providers (e.g., Arive).
1. Create a Follow Up Boss API Key by going to Admin > API
2. Select Create API Key
3. Name the API Key Leaf360 > Create API Key
4. Press Copy
Note: The API key will be used in step 7.
5. Log In to Leaf360
6. Go to Company Settings on the left-hand side > Integrations
7. Enter the Follow Up Boss API Key > Save
8. Log In to Arive > Copy to Borrower Portal URL
9. Add the Borrower Portal URL > Save
11. Go to Integrations > Copy the Client ID, Client Secret, and Client API Key
11. Enter the Client ID, Client Secret, and Client API Key into Leaf360 > Save
12. View the Leaf360 embedded app on lead profiles within FUB
Information Synced
- Basic Information: Full name, phone, email, and any notes you include.
- Loan Application Status: Live updates on the mortgage process.
- Document Status Updates: Indications of received, pending, or required documents.
- Loan Types & Details: Information on mortgage products considered or approved.
- Critical Financing Details: Important dates like loan application submission, approval, financing contingencies, and closing.
- Task Updates: Actions required by the real estate agent, loan officer, or client.
- Notifications: Alerts or important updates shared directly by either party.
Troubleshooting
- Missing API Keys: Ensure that you have generated and entered the correct API keys for both FollowUpBoss and your LOS.
- Connection Issues: Check your internet connection and verify that the integration settings are configured correctly.
- Data Sync Problems: If data is not syncing, re-enter the API keys and verify that both systems are properly connected.
Real Estate FAQs