MMI Refinder Webhook

The MMI Refinder Webhook now enables Members to transfer Refinder opportunities directly from Refinder to Bonzo via a dedicated webhook. This functionality ensures accurate data transfer, leverages built-in duplicate detection, and streamlines campaign management by utilizing Refinder-specific fields.

This guide will walk you through setting up the Refinder Webhook, mapping data, and maximizing its benefits.

What Is the MMI Refinder Tool?

MMI’s Refinder Tool is a virtual assistant that helps you uncover refinance opportunities among past borrowers. It leverages intelligent data from MMI’s extensive database to identify potential rate improvements, cash-out opportunities, and more. By integrating Refinder with Bonzo through this webhook, you can:

• Automatically transfer Refinder leads into Bonzo.

• Route these leads into tailored campaigns.

Setting Up the MMI Refinder Webhook in Bonzo

Step 1: Access the Webhook Settings

1. Log into your Bonzo account.

2. Navigate to the Settings menu.

3. Click on Webhooks and select Add a Webhook.

Step 2: Create the Webhook

Name Your Webhook: Provide a descriptive name, such as Refinder Webhook. This helps distinguish it from other webhooks.

Integration Type: Select Refinder Webhook from the integration dropdown menu.

Step 3: Map Custom Fields

The Refinder Webhook includes additional data that requires custom fields in Bonzo. To enable this:

Check the box labeled Add Custom Fields and Map Data. This creates a Refinder Tab for each prospect in Bonzo.

Step 4: Enable Duplicate Handling

Merge Duplicates: Enable duplicate detection to match incoming data with existing prospects.

Reattach Duplicates: This links any previous campaigns or activities to the updated prospect data.

Step 5: Enable Token-Based Features (if necessary)

Step 6: Copy and Integrate the Webhook URL

Copy the Webhook URL: After creating the webhook, copy the provided URL.

Paste into MMI: Log into your MMI account paste the URL into the designated Webhook field.

How the Refinder Webhook Works

Once the webhook is active, You can directly push Refinder opportunities into Bonzo using the Bonzo button under the edit icon. 

Here’s what happens:

Address Matching: Refinder uses address data to match records in Bonzo when email or phone details are unavailable.

Prospect Data Enrichment: Key details, including rate improvements and cash-out potential, are displayed in the Refinder Tab of the prospect’s profile.

Enhanced Workflow Integration

Take action with the Refinder Refinance campaign and leverage your historical transaction data from MMI Refinder webhook with this targeted refinance campaign. This template is designed to help you engage past clients, highlight the benefits of refinancing even in a fluctuating rate environment, and provide personalized solutions to tap into their home’s equity.

Import, Customize, and Activate 

1. Click on "Campaigns" in your sidebar navigation and then on the "Templates" tab at the top. 
   
   
   
   
2. Use the search bar or scroll through the "Converting" templates and locate "Refinder Refinance." You can preview the template by clicking on the "eye" icon or pull it directly into your account by clicking on "Import" 
   
   
3. The campaign spans five event days distributed over approximately three weeks. Each day features messaging specifically designed to reengage past borrowers, offering opportunities to refinance or cash out. The goals and objectives for each day are outlined in the "Event Name" field to provide clear guidance on the purpose of each message. As with all Bonzo templates, the Refinder Refinance campaign is fully customizable.
   
   
   
   
4. Once your Refinder Refinance campaign has been edited to align with your unique voice and business needs, return to the Campaigns tab and toggle the Campaign to "active." 
   
   
   
   
5. Finally, return to your Refinder Webhook and select the Refinder Refinance campaign from the Campaigns dropdown on the main screen (make sure to click "Save"). Now all prospects that you push to Bonzo from Refinder will automatically received your customized outreach.
   
   
   
   

The MMI Refinder Webhook integration simplifies the process of pushing Refinder opportunities into Bonzo while ensuring data integrity and efficient campaign routing. By following the steps above, users can seamlessly set up the webhook and start leveraging Refinder data within Bonzo.

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