Bonzo

Bonzo is the CRM platform that makes it easy and actually effective to keep in touch with your clients and prospects. Built by loan officers for loan officers, Bonzo helps you automate your follow-ups, grow your business, and stay personal — because real connections make all the difference. We combine powerful automation with a human touch, making every interaction feel personal and impactful. We’re not just another CRM — we’re your all-in-one tool to help you win your time back and grow your business.

• Automate your follow-ups without losing the human touch: With Bonzo Campaigns, you can create personalized follow-ups using email, text, video, and voice. Keep prospects engaged automatically, but in a way that still feels like you’re personally messaging them.
• Manage your pipeline with a CRM made for loan officers: Bonzo is the only CRM designed specifically for loan officers. It’s built to help you keep deals moving and manage your workflow effortlessly.
• Run social media ads directly from your Bonzo account: With the Bonzo Ads Manager, you can launch Facebook and Instagram ads right inside the platform. Boost your social presence and reach clients where they already are.
• Use real-time mortgage data to drive smarter decisions: Bonzo connects directly to MMI so you can pull real-time data. Find top realtor partners and recruit high-producing loan officers with ease.
• Design branded marketing materials in minutes: No need to hire a designer — with Bonzo’s Design Lab, you can create professional, on-brand marketing content right from your account.
• Let AI build your automation campaigns for you: Not sure how to get started with automation? Just tell Bonzo what you want to do, and the AI Campaign Builder will create custom campaigns to match your goals.
• Give executives control and visibility over the business: Mortgage leaders can manage permissions, ensure compliance, and create company-wide automations. Bonzo makes it easy for the whole team to stay on track.
• Send SMS and voice messages with confidence: Our direct partnerships with telecom providers mean your calls and texts are compliant and reliably delivered. No more wondering if your message got through.

Why Loan Officers Love Bonzo
We’re here to help you spend less time on follow-ups and more time closing deals. With Bonzo, you can automate your outreach, stay personal, and grow your business — without the headache.