Your AI Loan Officer
Assistant
Let ADA Do the Clicky-Clicky —
You're a Loan Officer Again.
AI Lead Conversion
Intelligent automation that engages leads the moment they arrive.
Speed-to-Lead Auto-Intro
Speed-to-Lead Auto-Intro
Instantly texts new leads a personalized intro from their assigned loan officer the second they enter Bonzo.
AI Auto-Responder
AI Auto-Responder
A poller watches inbound messages and crafts context-aware replies on your behalf — with a 3-minute LO grace window.
Conversation Inbox
Conversation Inbox
Unified SMS, email & voicemail threads with AI reply scheduling and engagement status tracking.
Engagement Follow-Up Loop
Engagement Follow-Up Loop
AI analyzes each conversation for next steps, tracks outcomes, and surfaces leads that need a nudge.
After Action Reports
After Action Reports
Auto-generated summaries of contact attempts and sentiment so you know exactly what worked.
Marketing & Content
Everything you need to build, send, and track campaigns.
Campaigns & Sequences
Campaigns & Sequences
Sync Bonzo campaigns, manage sequences, and view step-by-step campaign structure and analytics.
Content Library
Content Library
Pull Bonzo templates into a central library, edit with a rich HTML editor, and generate fresh content with AI.
Card Studio
Card Studio
Design branded offer cards with custom colors, fonts, and dimensions — generate AI variations on demand.
Email Studio
Email Studio
Build styled offer emails with live previews, color palettes, and one-click send to any lead.
Bulk SMS & Auto-Dialer
Bulk SMS & Auto-Dialer
Power-dial sessions, bulk offer SMS, and a missed-call recovery flow that re-engages dropped leads.
QR Code Generator
QR Code Generator
Generate QR codes that route prospects to your branded application with automatic lead attribution.
Processing & IDP
Intelligent Document Processing that reads, extracts, and flags borrower files.
IDP Workbench
IDP Workbench
AI extracts structured data from paystubs, W-2s, bank statements, and 1003s — with confidence scores and red-flag detection.
Document Requests
Document Requests
Send secure upload links via SMS; borrowers upload from their phone and docs auto-match to pending requests.
Driver’s License OCR
Driver’s License OCR
Capture and parse DL images during application — auto-fills borrower identity fields instantly.
Document Type Rules
Document Type Rules
Configure per-doc-type extraction prompts, field schemas, and validation rules in a reusable knowledge base.
HELOC Nudge Templates
HELOC Nudge Templates
Lender-specific nudge templates with {first_name} and {loan_number} merge tags to keep files moving.
Pipeline & Lender Management
Clear pipeline visibility with smart lender scenario matching.
Processing
Processing
Kanban + borrower cards with lender-color coding, weighted stage progress auto-sorting, and drag-and-drop reordering.
Lender Scenario Matching
Lender Scenario Matching
Match leads to lenders by state, program, credit score, LTV, doc type, and occupancy in a live preview.
Lender Logins & Rate Sheets
Lender Logins & Rate Sheets
Store lender portal credentials and parse rate sheets automatically into structured pricing data.
Engagement Guardrails
Engagement Guardrails
Per-pipeline-stage AI chatter controls — block or tune how talkative the AI is in each stage.
Lead Importing & Enrichment
Bring leads in from anywhere and enrich them automatically.
Bonzo Lead Sync
Bonzo Lead Sync
Two-way sync with Bonzo CRM — pull leads, mortgage tab data, pipeline stages, and webhook events.
Lead Provider Management
Lead Provider Management
Configure external lead providers (Lendgo, LendingTree) with webhook intake, routing, and scrubber toggles.
AVM & PropertyRadar
AVM & PropertyRadar
Auto-enrich leads with property valuations, owner age, APN, and geolocation from PropertyRadar.
Import / Export
Import / Export
Bulk import leads via CSV with smart deduplication, or export the full database for your LOS.
LOS & Integrations
Connected to the tools your loan officers already use.
Gmail & Outlook Sync
Gmail & Outlook Sync
Send offer emails and follow-ups directly from your connected inbox with action-email handlers.
Calendly Appointments
Calendly Appointments
Webhook-driven appointment sync with automatic Bonzo task creation and Outlook calendar mirroring.
Twilio
Twilio
Send and receive SMS and make outbound calls programmatically via the Twilio API.
RingCentral
RingCentral
Send and receive SMS and make calls through the RingCentral business phone API.
Personal Cell
Personal Cell
Use your own personal phone number for SMS and calls — no third-party telephony required.
OneDrive Media
OneDrive Media
Browse and embed OneDrive images and share links directly into offer cards and emails.
Lender Portal & Fannie Mae
Lender Portal & Fannie Mae
Sync lenders from your portal and pull Fannie Mae market data for rate context.
Client-Facing Tools & Branded Sites
Consumer calculators, portals, and per-LO branded websites.
Financial Calculators
Financial Calculators
Loan comparison, debt consolidation, and rent-vs-buy calculators with interactive sliders.
Rate Watch Dashboard
Rate Watch Dashboard
Live FRED mortgage rate tracking, interactive charts, housing indicators, and AI market commentary.
Divorce Mortgage Portals
Divorce Mortgage Portals
Dedicated homeowner and attorney portals with a resource library and attorney referral workflows.
Per-LO Branded Sites
Per-LO Branded Sites
Vanity links and custom domains with per-LO branding, color schemes, and lead attribution.
Online Application
Online Application
Step-by-step application wizard with document upload and automatic loan-officer attribution.
Ready to put your AI assistant to work?
See how the LO Assistant can automate your marketing, processing, and pipeline in one demo.