Account, Communication, Company, and Integration settings in Bonzo allow users to customize their experience, manage communications, and enhance team efficiency. Account settings let you personalize how your information appears, manage security, and tailor notifications. Communication settings focus on managing email and phone communications, including essential verification processes and call/text routing. Company settings, accessible only to SuperUsers and Team Leads, enable management of roles, billing, and customizations. Integrations connect Bonzo with external systems, streamlining workflows and boosting productivity. These settings collectively ensure a smooth, personalized Bonzo experience.

Account Settings

Account settings enable you to personalize your Bonzo experience and manage various aspects of your account. This includes controlling how your name appears to your team internally and to prospects externally. You can add important information such as your NMLS ID, survey link, and social media handles to be used as merge tags. Additionally, you can manage security settings, notification preferences, and shifts. These account settings are designed to help you tailor your Bonzo experience to your personal and professional preferences, making your workflow smoother and more enjoyable.

Note: To learn more about Account Settings, click on the link below.
Settings: Account Settings

Communication Settings

Communication settings allow you to customize and manage how you communicate with your contacts through email and your unique Bonzo number. Within this tab, you can start the verification process, which is essential for all new accounts on Bonzo and ultimately affects the deliverability of your calls and text messages. You can also establish call & text routing which allows you to direct calls to specific campaigns and to different team members.

Note: To learn more about Communication Settings, click on the link below.
Settings: Communication Settings

Company Settings

Team Leads in Bonzo have the ability to access and manage Company Settings, allowing them to set up specific rules and functionalities for their team. These settings include managing roles, team members, billing, add-ons, custom views, custom statuses. It's important to note that only top-level users, such as SuperUsers and Team Leads, have access to these settings. Unless the top-level user has granted you access to specific setting or feature, as a team Member, you may not be able to view or edit these settings.

Note: To learn more about Company Settings, click on the link below.
Settings: Company Settings

Integration Settings

Integrations in Bonzo enhance your efficiency and communication by connecting with various external systems. This article provides an extensive overview of our key integrations and their benefits, covering LOS integrations, lead generation integrations like Zillow and LendingTree, and tracking integrations like Homebot and Handwrytten. Leveraging these integrations ensures a structured, organized approach to client interactions and daily operations, ultimately improving your productivity.

Note: To learn more about Integration Settings, click on the link below.
Integrations: General Overview