MMI + Bonzo

MMI is a powerful data intelligence platform designed for the mortgage and real estate industries. It provides actionable insights such as agent transaction histories, property activity updates, and timely market trends, enabling professionals to make informed decisions and strengthen relationships. When paired with Bonzo, MMI's rich data seamlessly integrates into your existing workflows, enhancing your ability to automate personalized marketing campaigns and improve engagement with agents, clients, and prospects. Together, these tools enhance relationship management by combining actionable data with automated engagement. 

This resource compiles insights and strategies from the MMI + Bonzo Power User webinar series, showcasing how to effectively leverage both platforms together for maximum impact. Designed to enhance your understanding and application of MMI’s actionable data and Bonzo’s engagement automation, this guide focuses on optimizing workflows, building stronger agent relationships, and driving more deals. Below, you’ll find access to the webinar recordings for a deeper dive into functionality and tactics, as well as the Power User Playbook (attached), which offers detailed walkthroughs, step-by-step guides, and additional resources to ensure success with these powerful tools.

 

Table of Contents

Power User Strategies Overview (Agents)

Power User Feature 1 - Identifying & Connecting w/ Agents

Power User Feature 2 - Same Day Listing (Agents)

Power User Feature 3 - Wallet Share (Agents)

Power User Feature 4 - Matchmaker & Refinder (Agents)

Power User Feature 5 - Dashboards & Recruiting Center (LOs)

Power User Feature 6 - Recruiting Strategies (LOs)

Power User Feature 7 - Late Stage Pipeline Development for LOs 

Power User Feature 8 - Value-First Recruiting in Action

FAQ

 

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Power User Strategies Overview (Agents) ⚡️

This intro into the series discusses the why behind combining MMI's actionable data insights with Bonzo's CRM capabilities. It emphasizes the value of data-driven decision-making and relationship building with realtors and borrowers, leveraging automation tools, and implementing targeted campaigns to enhance productivity and drive business growth. The webinar also introduces the Power User Playbook (attached) and additional resources, offering participants a hands-on guide to maximize results with the two platforms.

Key Highlights:

• Integration of MMI Data into Bonzo

  • MMI surfaces actionable insights like agent performance and transaction history, which Bonzo users can import seamlessly to organize and act on their CRM database.

• Strategies for Realtor Engagement

  • Participants learn to segment realtors by performance tiers (e.g., "Unicorns") and tailor outreach strategies using Bonzo's campaign and pipeline tools.

• Automated Processes for Efficiency

  • The webinar demonstrates how to automate communication through pre-built email and SMS templates, campaigns, and customized landing pages for enhanced productivity.

• Utilization of MMI's Matchmaker Feature

  • Matchmaker identifies new potential agent partners based on shared transaction histories and geographic overlap, providing hyper-targeted leads for CRM integration.

• Resources for Continued Learning

  • The Power User Playbook includes walkthroughs, strategies, and step-by-step instructions for attendees to implement the discussed techniques effectively.

Key Resource:

Watch - Power User Strategies Overview

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Power User Feature 1 - Identifying & Connecting w/ Agents ⚡️

This session, focuses on turning actionable data from MMI into targeted campaigns and personalized outreach via Bonzo. Key topics include importing and mapping realtor data, creating automated workflows, and leveraging co-branded tools like landing pages and open house resources to drive engagement and business growth.

Key Highlights:

• Data Import and Customization: Demonstrates how to import realtor data, set up custom fields, and create personalized views for efficient organization and targeting.
• Automated Campaigns: Covers the use of automated workflows and filters to segment audiences and send customized messages at scale.
• Value-Driven Outreach: Explains how to use MMI’s actionable data, such as same-day listing notifications, to create meaningful, time-sensitive connections with realtor partners.
• Co-Branded Resources: Highlights the creation of co-branded landing pages and tools to enhance open house experiences and capture leads effectively.

Key Resource:

Watch - Power User Feature 1 - Identifying & Connecting w/ Agents

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Power User Feature 2 - Same Day Listing ⚡️

Key Resource:

Watch - Power User Feature 2 - Same Day Listing Report

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Power User Feature 3 - Wallet Share ⚡️

 

Key Resource:

Watch - Power User Feature 3 - Wallet Share

 

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Power User Feature 4 - Matchmaker & Refinder ⚡️

This session of the series delivers actionable strategies for leveraging MMI’s advanced tools, including Matchmaker and Refinder, in conjunction with Bonzo's Pipelines and Webhook Routing. Participants learn how to use Matchmaker to identify top-performing realtors based on production trends and seamlessly push them into Bonzo for automated, personalized follow-ups. The session also introduces Refinder, demonstrating how to analyze historical loan data to identify past borrowers for targeted re-engagement campaigns. By providing step-by-step guidance on configuring campaigns, automating outreach, and segmenting leads with Bonzo's tools, the webinar emphasizes building scalable systems to drive realtor engagement and reignite borrower relationships. 

Key Highlights:

• Maximizing Matchmaker:
  • Learn how to use MMI’s Matchmaker feature to identify top-performing agents and seamlessly push their information into Bonzo for automated follow-ups.
• Utilizing Refinder:
  • Discover how Refinder surfaces opportunities within your historical loan data to re-engage past clients and create new business opportunities.
• Streamlined Automation:
  • Explore how to set up campaigns, pipelines, and routing rules in Bonzo to automate outreach efforts, categorize contacts, and track engagement.
• Custom Messaging for A-Players:
  • Craft personalized outreach for high-value leads using Bonzo’s campaign templates and tagging features, ensuring tailored communication for key prospects.

Key Resources:

Watch - Power User Feature 4 - Matchmaker & Refinder

Explore - Bonzo's Realtor Playbook

 

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Power User Feature 5 - Dashboards & Recruiting Center ⚡️

This session of the Power Duo series focuses on streamlining loan officer (LO) recruitment using MMI  in tandem with Bonzo. Participants learn how to identify and qualify top-performing LOs using MMI’s updated dashboards and Fast Facts profiles, which provide in-depth insights into production volume, loan types, and partner agent activity. With powerful filtering capabilities, users can build targeted lists based on performance metrics, tenure, and business focus—like VA or new construction loans—and push those contacts directly into Bonzo. From there, Bonzo's organizational tools take over, allowing for efficient tagging, custom views, and segmentation based on production data and value alignment. The webinar emphasizes a “value-first” recruiting approach, shifting away from compensation-based tactics and toward strategic engagement that highlights marketing support, long-term growth opportunities, and community-focused alignment. The session closes with a walkthrough of creating a dedicated LO Recruiting Pipeline in Bonzo, setting the stage for personalized, scalable outreach in future sessions.

Key Highlights:

• Identifying Ideal Candidates:

  • Use MMI to filter and find top Loan Officers by volume, location, product mix, and more—zero in on who fits your recruiting goals. Use the "Bonzo button" for single LOs or the "Push to Bonzo" in dashboards for larger lists. 

• Value-First Outreach:

  • Instead of leading with comp, lead with value, build trust and rapport, and stand out from the crowd by showing the LO how you can help them thrive. 

• LO Outreach Pipeline: 

  • Create your LO Pipeline using the Bonzo Realtor Recruiting Pipeline as a template. Some minor adjustments will set you up for success and prepare you for the segmented and value-first communication. 

Key Resources:

Watch - Power User Feature 5 - Dashboards & Recruiting Center

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Power User Feature 6 - LO Recruiting Strategies ⚡️

This session of the Power Duo series centers on optimizing loan officer (LO) recruitment by strategically combining MMI's data-driven candidate identification with Bonzo's CRM capabilities, all underpinned by a "value-first" engagement philosophy. In this session, Bonzo premieres the LO A-Player Convert Value Campaign as well as custom quick replies and the Realtor Engagement Toolkit asset. The core of this session emphasizes shifting away from traditional, compensation-led recruiting. The "value-first" approach articulated focuses on leading with the unique value proposition offered to LOs (support systems, culture, tools, growth), building trust through understanding their goals and establishing rapport, and standing out by consistently messaging how the platform will contribute to their success. Further, this session underscores the importance of crafting messaging that resonates with the LO's needs and aspirations beyond immediate financial incentives, utilizing assets like the Realtor Engagement Toolkit to showcase comprehensive value.

Key Highlights:

• Identifying Ideal Candidates in MMI: The session demonstrates how to use MMI's core platform and dashboards to search and filter for loan officers based on specific criteria such as production performance scores (e.g., "Gold" for a $5-10 million annual volume), location (e.g., state of Georgia), loan types (e.g., Purchase, New Construction, VA), and tenure.
• Seamless Transfer to Bonzo: The webinar showcases the direct integration between MMI and Bonzo, allowing users to push individual LO profiles using a "Bonzo" or "CRM Push" button, as well as entire lists of qualified candidates directly into Bonzo with a single "Push to Bonzo" action from the dashboard.
• Value-First Engagement Strategy: The session emphasizes a shift in recruiting conversations from a compensation-centric approach to one that prioritizes the value proposition offered to the LO, including support systems, company culture, marketing tools, career growth opportunities, and how the platform can help them close more deals.
• Building an LO Recruiting Pipeline in Bonzo: While the detailed steps are promised for future sessions, the webinar sets the stage for utilizing Bonzo's organizational features to create a dedicated pipeline for managing and nurturing relationships with potential LO recruits, enabling segmented and value-driven communication.

Key Resources:

Watch - Power User Feature 6 - LO Recruiting Strategies

Explore - LO-Convert Value Campaign PDF 

                    LO-Convert Value Quick Replies PDF

                    5 Proven Agent Intro Templates 

                    30 Day Agent Outreach Sequence Map 

                    10 SMS Agent Follow-Up Templates

 

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Power User Feature 7 - Late Stage Pipeline Development for LOs ⚡️

This session of the Power Duo series explores advanced strategies for sourcing, segmenting, and nurturing top-performing loan officer (LO) candidates by combining MMI's refreshed UI and search capabilities with Bonzo’s customizable recruiting pipelines. This session introduces new tools in MMI—like the Leaderboard and Wildcard Search—designed to surface high-volume producers and track competitors' wallet share across real estate offices. You'll learn how to use MMI’s data to identify the most strategic LO candidates, and how to map those contacts into Bonzo’s “Value-First” recruiting pipeline. Additionally, you'll learn how to automate routing based on MMI performance tiers (Platinum, Gold, Silver), and showcase pre-built campaign content in Bonzo tailored to each stage of the recruitment journey.

Key Highlights:

• New Leaderboard Feature in MMI
  Users can view LO production volume, rankings, and trends by plugging in any NMLS ID—either their own or a competitor’s. The leaderboard also allows comparison filtering based on region, lender affiliation, and time frame.

• Wildcard Search Functionality
  MMI’s new UI supports flexible name or company searches (e.g., “Dan” + “Guild”) to help identify LOs met at events or track down specific producers using limited information.

• Reverse Engineering Competitor Relationships
  MMI allows users to drill into competitor lenders, view their LO rosters, and identify which LOs are dominating relationships with high-performing real estate offices—ideal for strategic recruiting outreach.

• Webinar Marketing Spotlight Stage
  The main event of the Pipeline where recruiters highlight an LO’s success through webinars, social media, or interviews—positioning the recruiter as a champion of the LO’s brand and values.

• Disposition Strategy with Automated Nurture Campaigns
  After the spotlight, LOs are moved into one of three stages:

  1. Deal Sent (if the relationship is strong and an offer is ready),

  2. LO Nurture (if more rapport is needed),

  3. LO Nurture – Not Now (if the LO isn’t ready but still worth long-term engagement).

Key Resources:

Watch - Power User Feature 7 - Late Stage Pipeline Development for LOs

 

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Power User Feature 8 - Value-First Recruiting in Action ⚡️

This final session of the Power Duo series delivered a comprehensive, actionable blueprint for loan officer (LO) recruiting using MMI and Bonzo. The session recapped the “Value-First” recruiting methodology—a model that prioritizes trust, support, and strategic alignment over compensation. Attendees were guided through a full recruiting journey: identifying ideal LO candidates in MMI, importing and organizing them in Bonzo, building trust through personalized messaging, and executing a spotlight-driven pipeline strategy. The session also introduced updates to MMI’s recruiting console, giving users new tools to search, segment, and assign LOs for outreach with greater precision and control.

Key Highlights:

• Value-First Recruiting Framework
  The series emphasized leading with support, systems, and growth opportunities before compensation. Personalized outreach using MMI performance stats and merge tags builds credibility and cuts through the recruiting noise.
• Spotlight Pipeline in Bonzo
  A new plug-and-play LO Recruiting Pipeline positions the Webinar Marketing Spotlight as a central engagement moment, allowing recruiters to highlight LOs publicly while conducting informal interviews to build rapport.
• New MMI Tools & Filters
  Enhanced leaderboard search, tenure filters, wildcard search, and PPS (Production Performance Score) allow recruiters to quickly surface ideal candidates based on geography, loan type (e.g., VA), production level, and career movement.
• Recruiting Console Preview
  MMI’s upcoming Recruiting Console offers single and enterprise users a centralized space to assign, track, and manage recruits without duplicating efforts across teams. Bulk exports and workflow stages will be fully integrated.
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Key Resources:

Watch - Power User Feature 8 - Value-First Recruiting in Action

Explore - Power-Duo Value First Checklist

 

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FAQ Section

1. What is MMI? MMI is a data intelligence platform designed for the mortgage and real estate industries. It provides insights like agent transaction histories, property activity alerts, and market trends to help professionals make informed decisions and build relationships.

2. What are the benefits of using MMI and Bonzo together? Combining MMI and Bonzo allows users to:

• Access actionable market data from MMI.
• Automate personalized communication through Bonzo.
• Track and manage agent relationships in one centralized system.
• Maximize productivity and close more deals.

3. How do I set up the MMI Enhanced Webhook in Bonzo? Setting up the webhook is simple and can be completed in a few minutes. Click on the link at the end of this article for a full walk through on how to establish the webhook integration between MMI and Bonzo. 

4. Can I track my outreach performance when using both systems? Yes, Bonzo's CRM tracks all campaigns and outreach efforts, while MMI provides insights into agent activities and property updates. Together, they offer a comprehensive view of performance metrics.

5. How often should I use MMI alerts with Bonzo? Daily! MMI sends updates like "Same Day Listing" notifications, which can be immediately acted upon through Bonzo's automated outreach features to capitalize on opportunities.

6. How do I create co-branded marketing campaigns using MMI and Bonzo? Utilize MMI data to identify agents or properties of interest. In Bonzo, create joint landing pages and campaigns tailored to those agents or properties, enhancing collaboration and lead capture.

7. What types of agents can I target using the MMI + Bonzo integration? You can target:

• Agents you've worked with before using MMI's Buyside and Listside agent tracking.
• New agents identified through MMI's Matchmaker feature.

8. How do I maximize ROI with MMI and Bonzo? Leverage MMI's market insights to target high-performing agents and properties. Use Bonzo's automated campaigns to maintain consistent communication, segment audiences, and provide personalized outreach, ensuring better engagement and conversion rates.

 

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