MeridianLink Mortgage Integration

Overview

If your company uses both Bonzo and MeridianLink Mortgage, good news — the two platforms are now connected! The MeridianLink Mortgage integration automatically keeps your loan and borrower data in sync between MeridianLink Mortgage and Bonzo, so you don't have to re-enter information manually.

Here's how it works: whenever a loan file is updated in MeridianLink Mortgage — whether that's a status change, a new milestone, or updated borrower details — Bonzo picks up that change automatically and updates the corresponding contact and deal record on its end. This means your Bonzo pipeline stays current without any extra effort on your part, and you can trigger the right communication campaigns for each borrower at exactly the right stage of their loan journey.

What this means for you as a loan officer:

• No more double data entry between your LOS and CRM
• Your Bonzo pipeline stages update automatically as loans progress in MeridianLink
• Automated campaigns can fire at the right time based on real loan milestones
• More time to focus on building relationships with borrowers

How Your Pipeline Stages Map Over

MeridianLink uses detailed status labels to track where a loan is in the process. Bonzo simplifies these into broader pipeline stages that are easier to work with in your CRM. Here's how they correspond:

So for example, if a loan moves to "In Underwriting" in MeridianLink, you'll see it sitting in the In Process stage inside Bonzo. No action needed on your end — it updates on its own.

What Information Gets Synced

The integration pulls a wide range of loan and borrower data into Bonzo automatically. Here's a breakdown of what gets brought over:

Borrower & Co-Borrower Details

• Full name and preferred/nickname
• Email address and phone numbers (cell, home, and business)
• Date of birth and marital status
• Home address

Buyer and Listing Agent Details

• Full name
• Email address and phone numbers

Loan Details

• Loan amount, purchase price, and down payment
• Loan type, purpose, and program
• Interest rate and estimated monthly payment
• Credit score
• Loan status
• Closing date (once the loan has been originated)

Property Details

• Property address
• Property type and intended use

Financial Details

• Borrower's monthly income
• Total household monthly income

Note: A few additional fields — such as APR, rate lock details, and lead source — are still being finalized and will be added in a future update.

Frequently Asked Questions

Do I need to do anything to keep Bonzo updated? No. As long as the integration has been set up by your admin team, updates happen automatically whenever a loan file changes in MeridianLink. There's nothing you need to do manually.

How quickly does Bonzo update after a change in MeridianLink? Updates happen in real time. As soon as a loan file is saved in MeridianLink, Bonzo receives the notification and syncs the latest data almost instantly.

What if I update something in Bonzo — will it push back to MeridianLink? Not yet. Currently, the integration is one-directional: MeridianLink pushes data into Bonzo. The ability to push updates from Bonzo back into MeridianLink is planned for a future release.

What if my Bonzo record doesn't look right? If you notice a contact or deal record in Bonzo that seems out of date or incorrect, first verify that the loan file in MeridianLink has the correct information saved. If MeridianLink looks correct but Bonzo hasn't updated, reach out to your admin or Bonzo support for help.

Will my co-borrower's information show up in Bonzo too? Yes — the integration syncs co-borrower contact details alongside the primary borrower, including their name, email, phone numbers, and address.