Dan Lawrence
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Recent activity by Dan Lawrence-
Admin Chapter 3: Billing
In this chapter, you will learn how to manage billing, ensuring the smooth operation of various teams within your organization. This involves handling add-ons, managing user seats and teams, and ov...
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Landing Pages
Bonzo's Landing Page feature allows you to collect valuable information about your People and automatically add them to a Campaign or Pipeline stage. While they’re perfect for capturing contact det...
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Admin Chapter 4: Managing Content
In this chapter you will learn essential Admin functionalities that focus on managing pipelines, utilizing the Content Library, and overseeing tasks and reports. You will understand how to create, ...
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Admin: Integrations Settings
For the Admin, the Integrations Settings section is crucial for establishing seamless connectivity and data flow between Bonzo and external systems for your entire organization. With Action Buttons...
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MMI: Refinder
MMI's new Refinder tool serves as your virtual assistant, ensuring you don't overlook any past borrowers. It searches through MMI's extensive database to identify borrowers whose most recent mortga...
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LendingPad: Default Pipeline Stages
LendingPad Loan Status Bonzo Pipeline Stage N/A Credit Repair N/A Nurture (Purchase) N/A Nurture (Refi) Lead New Lead Prospect Prospect Pre Qualify Pre Qu...
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Admin Chapter 6: Tokens
Tokens are an internal digital currency used for outbound automated messaging, such as broadcasts, campaigns, and pipeline event messages, as well as various AI functionalities on the platform like...
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LOS Integrations: Sonar
The Sonar integration allows Bonzo members to automatically sync key loan information and borrower contact details from Sonar into Bonzo in real time. Similar to the ARIVE and LendingPad i...
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Admin: Teams
Creating teams is one of the primary functions of the Admin, helping to organize members within the organization by department or branch. Teams are typically composed of one or multiple Team Leads,...
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Admin: Regions
As an Admin in Bonzo, you have extensive capabilities to manage and organize your team. The Regions feature is specifically designed to streamline administrative oversight and improve operational s...