Faster Path to Your Data
What's New
- Lead Store downloads in order history — Grab your leads directly from any past order, and filter by loan amounts up to $30M.
Push Loan Officers to Your CRM in Bulk
Select the loan officers you've favorited and send them to your CRM in one click. Lender pushes now travel on their own connection, separate from prospect pushes, so both land reliably.
Roles on Branch Rosters
Branch loan officer lists now show each person's role, so you can find the right contact at a branch without opening every profile.
Resume Your Autodialer Session Where You Left Off
Pulled away mid-call-list? Bonzo now saves your place. When you come back, a banner offers to pick up from the next number instead of starting over — and your history is one click away from the same spot. If you work long dial lists in shifts or between meetings, this removes a daily annoyance.
Learn More: Quick Action Toolbar – Auto Dialer → · Autodialer History →
Control Who Can Text, Call, and Drop Voicemails
Admins can now set, per user, who's allowed to send texts, send group texts, make calls, and leave voicemails. Turning off a broad permission automatically turns off the narrower ones that depend on it — a clean way to limit outreach channels without limiting the rest of someone's access.
Lead Routing & Import Quality-of-Life
A set of improvements to the setup screens you touch most.
What's New
- Lead routing setup — Bulk add or clear teams and assignees, hide archived policies by default, route on any custom field, pick multiple states at once, and see a heads-up when a rule will round-robin between several people.
- Import review — Confirm Do Not Contact scrubbing, review your settings before an import runs, and see results grouped by outcome so you know exactly what happened.
- Shark Tank claim limits — Cap how many prospects one person can claim within a rolling window.
Clearer File Import Results
Compliance and servicing file imports now show a per-row result — matched, duplicate, rejected, or failed — so you can see exactly what happened to every record.
🐞 Bug Fixes
Reliability and performance improvements shipping this release.
Bonzo
- Merging an import keeps your existing phone numbers and emails intact.
- Round-robin routing rotates leads evenly across assignees.
- Campaigns send day-one messages to new enrollees on schedule.
- The People page loads reliably on large lists.
- Outlook and Gmail integrations stay connected.
- Campaigns respect a rep's scheduled day off.
MonitorBase
- Alerts fire for prospects with multiple addresses on file.
- Portfolio alerts reach only the people who should receive them.
- When a user is deactivated, their contacts move to a holding account instead of being left unassigned.