Pro Services configures Bonzo, MMI DataCenter and MonitorBase into one working system inside your account: routing that respects licensing, campaigns your team approves before anything sends, and the past-client book finally doing something.
The call is a look at your funnel, not a pitch deck. Bring your numbers.
Most shops we meet own everything they need and use a fraction of it. The gap is never the software. It is that nobody has sat down and wired the pieces to the way your shop actually works.
of mortgage leads are never contacted at all, and average first response runs to about six hours. That is not a tooling problem. It is a routing, ownership and follow-up problem, and it is the first thing we go looking for on a diagnostic call.
Vendor-published industry figure. We measure yours against it rather than assuming it.Pipelines, stages and routing built to your team. Campaigns, drips and trigger sequences written for your book, and every message read and approved by you before a single one can send.
Origination data and contact records that tell you who is actually transacting in your footprint, so lists are built from the market rather than from whatever is left in the database.
Alerts on the past clients and prospects who are showing intent right now, routed into the campaigns we built rather than into an inbox nobody opens.
We do not ask you to replace a dialer, an LOS or a lead source you are happy with. We connect to them. Every integration is built from both ends, so you know what the third party owes, what we owe, and the one or two things we need from you.
Lead providers post straight into Bonzo through a dedicated webhook per source, routed by source and lead type, with duplicates handled on our side rather than becoming a second record. Speed to first contact is measured per source, so you can see which ones deserve the spend.
Your LOS, POS and any second CRM stay in sync with Bonzo, so a stage change in one place is not a manual update in another. Where a system cannot be written to, we say so and build the workaround in the open rather than promising two-way sync we cannot deliver.
Dialers and messaging run off the same pipeline, with dispositions mapped back so a call outcome moves the record instead of dying in a call log. Licensing is checked in the assignment rule itself, before a lead ever reaches a loan officer.
Anything that reaches a borrower waits on a human. You read and approve every message before the build is switched on, and the whole thing ships switched off until you say otherwise.
The rules that govern outreach are not a slide at the end of onboarding. They are constraints we build into the routing, the cadence and the copy, because a rule that depends on somebody remembering it is a rule you do not have.
A loan officer who is not licensed in the state governing the loan cannot be assigned that borrower. The check runs in the routing rule, against the roster you give us, before the lead reaches anyone.
Opt-out is honored immediately, quiet hours and state sending windows are respected, and frequency caps are set per segment rather than left to whoever is building the campaign that week.
Every message in the build goes through a review step you own. We do not switch a campaign on because it is finished. We switch it on because you approved it.
One path, the same for every build, so you always know where you are and what is owed next. You get a private status portal on day one and it stays current through go-live.
We map where revenue is leaking: which leads never get contacted, where handoffs drop, and what the past-client book is worth if it were worked. You leave with the picture whether or not you buy anything.
We write down exactly what gets built and what it costs. Nothing is built before you sign it, and the scope is a document you keep rather than a verbal agreement.
We build it in your account with sending disabled, through call touchpoints you can see in your portal. Your inputs, your brand voice and your licensed states shape it as we go.
You read every message and approve it. This is the gate, not a formality.
We walk the finished build together and switch it on, live in your account, with your team on the call.
Two structured checkpoints against your live numbers, each ending in a written readout and shipped changes. We tune against what happened, not against assumptions.
Tell us how to reach you and roughly when suits. We will confirm the time and send an invite. If you would rather price something specific first, build a scope and we will talk through it on the same call.
Every build gets a private status portal: where the work is, what we owe you, what we need from you, and every call recap and recording in one place. Sign in with your client ID.
Your client ID is the number we gave you when the build started.
