Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
Release Notes: Oct 28th, 2026
One Search, One ProfileThe legacy Loan Officer and Lender search pages and profiles are retired. Loan officer and lender links now open the current versions, so you never have to wonder which one...
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Release Notes: October 20th, 2026
Bonzai, On Every ScreenLast week we launched Bonzai. Now it goes everywhere you work. Bonzai sits in a dock on every screen, so you can ask a question from your pipeline, your inbox or any conta...
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Release Notes: October 13th, 2026
Bonzai AssistantJust ask. Bonzai finds contacts, summarizes conversations, and drafts follow-ups for you. Try "Find everyone tagged Refi 2026 who hasn't replied in 30 days." For anything you ask...
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Release Notes: September 29th, 2026
Messaging ConfigurationsTexting and calling verification is now managed at the organization level. A messaging configuration contains a brand registration, texting campaigns, calling verification,...
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Release Notes: September 15th, 2026
Faster Path to Your DataWhat'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 B...
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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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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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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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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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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...