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.

Note: The latest update to the Arive integration introduces access to "leads" in addition to loans, expanding your ability to manage potential clients directly in Bonzo. This update also includes four new pipeline stages to the integrated Arive pipeline—new, lost, contacted, and qualified—to help track the status of these leads and convert them into loans.

Navigate to "Settings" and select "Custom Integrations" then click on "Arive".
Provide your Client ID, Secret Key, API Key, and Arive Email, found in your Arive account. Ensure credentials are accurate to prevent integration issues.
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.

Note: If you use different email addresses for Arive and Bonzo, let the integrations team know in the "Special Instructions" section.
Once active, the integration will sync every new lead & loan in Arive with Bonzo's Arive Pipeline and automatically track status changes.

Lead

A lead is a potential client who has expressed initial interest or provided basic information but has not yet completed a full loan application. Leads are often generated through mechanisms like website forms or other lead capture tools and are tracked in specific pipeline stages such as New, Lost, Contacted, and Qualified.

Loan

A loan refers to a fully completed application submitted by a borrower. Loans are associated with more detailed financial and personal information and represent clients who are further along in the borrowing process.

Integrating Arive with Bonzo optimizes your workflow by capturing loans and syncing their progress, improving communication and visibility.

Note: To learn more about Arive and other LOS Integrations, click the links below.
Arive: Field Mapping & Pipeline Stages
Arive: FAQ & Troubleshooting
LOS Integrations: LendingPad & Encompass
LendingPad: Default Pipeline Stages

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

Navigate to "Settings" in Bonzo.
Go to "Custom Integrations".
Select the lead source you want to integrate (e.g., LendingTree, Zillow, Realtor.com).
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.

Note: To learn more about custom Routing, click the link below.
Webhook Routing

Related to