Bonzo

Bonzo helps mortgage loan officers, advisors, and agents keep up with leads and referral relationships through organized contact records and automated follow-up. It combines CRM and marketing tools so users can manage prospects, track their progress through a sales pipeline, and stay in touch with clients and referral partners. Users can reach contacts by text, email, phone, voicemail, and video, either one-to-one or through scheduled campaigns. Automated sequences, reminders, and follow-up tasks help maintain contact over time, including after a loan closes. Bonzo also supports lead imports and integrations with loan origination systems and lead sources. It may suit professionals who want to manage outreach and prospect follow-up in one platform.

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