Jacob Boyle
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Activity overview
Latest activity by Jacob Boyle-
Jacob Boyle created an article,
Release Notes- May 21st 2026
Release Notes · May 21st, 2026This release brings the Loan Officer profile to parity with the legacy view, adds executive-level lender insight, and continues to make the connections between Dat...
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Jacob Boyle created an article,
Release Notes: April 29th 2026
Release Notes · April 29th, 2026This release is about bringing the MMI platform closer together. The apps you use every day feel more unified, your data moves more easily between them, and the ...
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Jacob Boyle created an article,
Release Notes: April 8th, 2026
This release brings powerful new search and filtering tools to Data Center, real-time borrower engagement intelligence to Pathways Home, and important messaging and workflow improvements across...
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Jacob Boyle created an article,
Merge Tags
Merge tags are placeholders that automatically insert specific information from your contacts' records or your Bonzo account settings into your messages. They allow you to personalize emails and te...
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Jacob Boyle created an article,
Inline Merge Tag Shortcut
Merge tags let you personalize your messages by inserting dynamic fields like a contact's first name, application link, or interest rate. With the inline merge tag shortcut, you can insert merge ta...
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Jacob Boyle created an article,
Enhanced Conversation Tab
The Conversations tab is where you manage all of your prospect communication in Bonzo. It brings your text messages, emails, voicemails, and call history together in one place so you can quickly se...
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Jacob Boyle created an article,
Release Notes: March 18th 2026
We’re excited to share several improvements across the MMI platform designed to make your workflow smoother, faster, and easier to navigate. This release focuses on profile usability, navigation im...
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Jacob Boyle created an article,
Universal Navigation
The Universal Navigation bar in Bonzo to creates a clean and consistent experience, providing access to connected applications like Content Studio and MMI DataCenter. The most important thing to kn...
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Jacob Boyle created an article,
Release Notes: March 4th, 2026
This release includes improvements across Lead Store, Tokens, Campaigns, Realtor tools, Pathways, workflow navigation, and system performance. Lead Store Updates New: County FilterYou can now filt...
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Jacob Boyle created an article,
ChatMMI in Bonzo
ChatMMI brings MMI’s AI-powered data analysis directly into your Bonzo CRM, allowing you to ask questions, explore market data, and take action without leaving your workflow. What Is ChatMMI?Chat M...