Bonzo — Mortgage CRM

Bonzo is a marketing-automation-first CRM for mortgage LOs, focused on personalized outbound video, text, and email drip sequences. Common with mid-market

Category: Mortgage CRM

Marketing automation CRM for loan officers.

Bonzo is a marketing-automation-first CRM for mortgage LOs, focused on personalized outbound video, text, and email drip sequences. Common with mid-market retail LOs.

Best for

LOs who want strong marketing automation and video-in-email.

Key capabilities

Headquarters: Columbus, OH

Visit Bonzo website

Stay current on licensing, exams and compensation rules

One short email each morning — rule changes, state licensing updates, exam news and what's moving in the industry. Written for originators, not for economists.

No spam. Unsubscribe anytime.

For loan officers

Bonzo handles your file. We handle the follow-up.

Keep every borrower and referral partner warm while the file moves, without hiring an assistant.

  • Automated follow-up on every lead
  • Realtor partner updates and co-marketing
  • Rate-drop and equity alerts on past clients
LoanOfficer.ai demo — full walkthrough

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