Bonzo CRM: API Integrations, Automation & Lead Routing
What is Bonzo?
Bonzo is a mortgage CRM and SMS/engagement platform built specifically for mortgage loan officers and lending teams. It's broadly similar to GoHighLevel, but purpose-built for loan officers. Teams use it to text, call, and nurture leads.
Who am I?
I'm a multi-time startup founder ( DataGrail , YC), and I build Bonzo integrations.
What I've built / can help with
Things I've built directly against the Bonzo API:
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Data ingest
- Batch lead insertion, with lead scrubbing and deduplication before contacts are created in Bonzo
- Webhook listeners (Freerate, Lendgo, Leadpoint, LendingTree, etc) to push individual leads to Bonzo
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Enrichment and routing
- Enrichment (appending and normalizing lead data) prior to routing
- Rules-based assignment/routing of leads to specific loan officers
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Data synchronization
- Webhook handling for inbound SMS and status changes
- Sync logic to keep external systems and Bonzo contacts consistent at scale
- Two-way sync between Bonzo and Calltools
- Zapier and Lovable listeners (to and from)
- Image quoting — custom mortgage quotes, individualized to each lead, sent as SMS
A Clay-style layer for Bonzo
If you're familiar with Clay -style data enrichment and routing workflows, that's the closest analogy. The main system I've built sits in front of Bonzo: leads come in, get scrubbed and deduplicated, enriched with the data needed to prioritize and route them, and get assigned to a specific loan officer. Bonzo runs the CRM and SMS side; this layer is what decides which lead a loan officer sees, when, and with what context.
Looking for more Bonzo work
I'm open to more work targeting the Bonzo API or Bonzo-adjacent automation — reach out if you need something built.
Or email me directly: contact@earlhathaway.com