Integrations in Bonzo enhance your efficiency and communication by connecting with various external systems. This article provides an overview of key integrations, including LOS integrations, lead generation sources like Zillow and LendingTree, and tracking integrations like Homebot and Handwrytten. Leveraging these integrations ensures a structured approach to client interactions and daily operations, improving your productivity.
LOS Integrations: Arive
Loan Origination Software (LOS) automates tasks like application submission, underwriting, and loan approval. Bonzo integrates seamlessly with popular LOS platforms like Arive, LendingPad, and Encompass to streamline communication. This section focuses on Arive, but links to information on LendingPad and Encompass are provided at the end.
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Navigate to "Settings" and select "Custom Integrations" then click on "Arive".
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Provide your Client ID, Secret Key, API Key, and Arive Email, found in your Arive account. Ensure credentials are accurate to prevent integration issues.
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Review your entries, especially Client ID and Email. Accurate information is crucial, as Bonzo matches loan officer data based on email addresses to automatically assign loans to team members.
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Once active, the integration will sync every new lead & loan in Arive with Bonzo's Arive Pipeline and automatically track status changes.
Integrating Arive with Bonzo optimizes your workflow by capturing loans and syncing their progress, improving communication and visibility.
Lead Generation Integrations
Lead source integrations connect Bonzo with external services like Zillow and LendingTree. These services funnel lead details into Bonzo using Webhooks, ensuring leads are accurately imported for management and nurturing.
Setting Up Integrations: Lead Gen Sources in Bonzo
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Navigate to "Settings" in Bonzo.
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Go to "Custom Integrations".
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Select the lead source you want to integrate (e.g., LendingTree, Zillow, Realtor.com).
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Submit your Integration Request to the team.
Special Instructions for Complex Setups
If your setup requires specific configurations, such as routing for team members licensed in various states, include these details in the "Special Instructions" section during setup.
Webhooks
Webhooks play a crucial role in lead generation integrations, transferring data from lead sources to Bonzo without manual effort. This ensures lead data is accurate and up-to-date.
Key Functions of Webhooks in Bonzo
- Data Transfer: Webhooks capture and send data from lead sources directly to Bonzo.
- Routing Configuration: Webhooks can be configured to route leads to specific team members or funnels.
- Log Monitoring: Webhooks allow you to monitor logs to verify successful data transfers.
- Custom Field Routing: Webhooks ensure all relevant data is integrated by creating custom connections for unmatched fields.
Webhooks are set up by Bonzo's Integrations Team and can be accessed under the "Webhooks" tab in "Settings".
Handling Custom Fields and Duplicates
If lead data includes additional information without corresponding fields in Bonzo, custom fields can be created. Enable duplicate checking to prevent duplicate leads.
- Go to "Settings".
- Navigate to "Webhooks".
- Click the three dots next to the Webhook and select "Edit".
- Ensure "Merge Duplicates" is enabled.
Advanced Routing Options
Bonzo offers advanced routing configuration for teams with specific needs. Leads can be routed based on criteria like geographical location or specific data.
Integrations can also place leads into specific Campaigns or Pipeline stages automatically.