Quick Sync Loan Officers to Bonzo
Combine our Visual Intelligence dashboards with the power of Bonzo to create an enhanced recruiting workflow for your organization. Filter and identify a group of loan officers that meet your recruiting criteria, no matter how complex, and sync these contacts directly into Bonzo using our Bonzo Bulk Push feature available in our Visual Intelligence dashboards.
Who can use it?
MMI users with access to both Visual Intelligence boards & Bonzo.
How do I set it up?
Contact your account manager for help to setting up your Bonzo webhook. Once this simple process is completed it will allow you to connect your MMI and Bonzo accounts to push the contact data.
Where is it available?
The Bonzo Bulk Push feature is available on any dashboard with the Loan Officer Leaderboard widget, which is often located at the bottom of each dashboard. Every module has at least one dashboard with the Bonzo Bulk Push feature.
- LO Benchmarks
- Recruit Center
- Recruit+ (Diversity)
- LMI - Minority Community Lending
- Low-Moderate Income Lending
- MMCTS - Minority Community Lending
- TPO Executive Report
- TPO Spotlight
- TPO Prospecting (via JTD - TPO Spotlight)
- TPO Insights (via JTD - TPO Spotlight)
Push Your Results
We added an additional filter to only select individuals with 3-5 years (36-60 months) of tenure at their current employer. Now that we have our target list, we click on the vertical ellipses at the top-right of the Loan Officer Leaderboard widget, find Push to Bonzo in the menu, and click to sync these loan officers into your Bonzo account.
