Migrate from Leaf360 to monday CRM

Leaf360 contacts map 1:1 to Monday CRM People records. The People entity stores name, email, phone, job title, address, and social links. Owner assignment in Leaf360 resolves by email match to Monday CRM user accounts before the migration runs. Contacts without an email receive a placeholder email flag and are held for manual review.

Leaf360 company records — including broker/branch name, domain, and address — migrate to Monday CRM Organizations. If a Leaf360 contact is associated with multiple companies, the primary (most recently modified) company becomes the Organization link; secondary associations are stored as a custom text column listing additional Organization IDs for manual linking.

Leaf360 deals migrate as Deal-type items inside Monday CRM's Deals board. Each deal item carries its associated People (contact) and Organization (company) as connected entities. Pipeline stage values (Pre-Approval, Processing, Underwriting, etc.) map to Status column options, with probability and forecast category applied as custom number and dropdown columns.

Leaf360 pipeline stage names — which use mortgage-specific labels — map value-by-value to Monday CRM Status column options on the Deals board. Stage ordering is preserved. Where a Leaf360 pipeline maps to a Monday CRM board that uses multiple Status columns (e.g., one for loan stage, one for internal status), the mapping plan documents this split before migration.

Leaf360 stores referral partner and referral source as contact and deal properties. Monday CRM has no native referral source field. We create a Referral Source custom dropdown column on the People board and/or Deals board and migrate Leaf360's referral values as static options. If referral sources include agent names or partner URLs, these are stored as text columns.

Leaf360 stores loan officer assignment as an owner or user field on deals. Monday CRM does not have a native loan officer field on Deals — ownership is assigned via the Owner People column on deal items. Owner is resolved by email match to Monday CRM user accounts; unmatched assignments are flagged before migration for manual assignment.

Leaf360 call logs, email records, and notes migrate as Updates on the linked People or Deal item in Monday CRM. Each activity carries original timestamp, activity type label (Call, Email, Note), owner name, and body text. Monday CRM's Emails & Activities section is populated where the activity type matches Monday's native log types.

Leaf360 stores NMLS numbers on loan officer contacts. Monday CRM has no native NMLS field. We create a custom Text column (NMLS_Number__c) on the People board to store the value. The column is labeled in plain text and is searchable.

Leaf360 integrations with loan origination systems (Lending Pad, etc.) store LOS application IDs as deal properties. Monday CRM has no native LOS tracking field. The LOS identifier migrates as a custom Text column on deal items, preserved as a reference field. LOS reconnection must be rebuilt using Monday CRM's API or Zapier after migration.

Leaf360 deal records include loan amount, interest rate, and loan purpose as numeric or pick-list properties. Monday CRM's native Deals board does not include these fields. We create Number and Dropdown custom columns (Loan_Amount, Interest_Rate, Loan_Purpose) on the Deals board and map values from Leaf360's corresponding deal properties.

Leaf360 file attachments on contacts, companies, and deals are downloaded and re-uploaded to the corresponding People or Deal item in Monday CRM as Files. File size limits per Monday CRM plan apply. Files are linked to the record they were attached to in Leaf360; file names and original upload dates are preserved in Monday CRM's file metadata.

Leaf360 Zapier integrations connecting to Follow Up Boss, Lending Pad, and other tools do not have Monday CRM equivalents and cannot be migrated. We export the integration trigger/action definitions as a text reference document for your ops team to rebuild in Monday CRM's Zapier or Make workspace after migration.