Integrations in Bonzo enhance your efficiency and communication by connecting with various external systems. This article provides an extensive overview of our key integrations and their benefits, covering LOS integrations, lead generation integrations like Zillow and LendingTree, and tracking integrations like Homebot and Handwrytten. Leveraging these integrations ensures a structured, organized approach to client interactions and daily operations, ultimately improving your productivity.
LOS Integrations: Arive
Loan Origination Software (LOS) is a specialized application that aids mortgage lenders in streamlining the loan origination process. It automates tasks such as application submission, underwriting, credit checks, documentation verification, and loan approval. While LOS systems focus on organization, Bonzo is designed for communication. It integrates seamlessly with popular LOSs like Arive, LendingPad, and Encompass.
While most Loan Origination System (LOS) integrations share a common setup and functionality, there are some variations. The article focuses on our most popular LOS integration, Arive. To learn about LendingPad and Encompass, visit the links provided at the end of this section.
Before diving into the integration setup, ensure you have the pipelines feature enabled in your Bonzo account. Pipelines can be purchased by the account owner (SuperUser or Team Lead) in the add ons section of the company tab and distributed to team members from the Team Members page via permissions.
Once you've added pipelines, navigate to your "Settings" and down to "Custom Integrations," and click on "Arive."
Next, you will need to provide essential details like your Client ID, Secret Key, API Key, and Arive Email. These can all be found in your Arive account. Accurately providing the most accurate credentials to these fields is essential. Arive uses company, branch, and individual credentials. Choosing the wrong type can restrict access, preventing the integration from functioning as intended for you or your team.
Additional fields are available to customize the integration based on your business needs.
After filling out the required information, double-check your data fields, especially Client ID and Email address. Please be sure to copy and paste this information from Arive directly to the Bonzo form. Mismatched data is the most common reason for integration failures. Accurate information is crucial because this integration seamlessly connects Arive and Bonzo by matching loan officer data. When a loan arrives with a specific email address assigned as the loan officer, we use that email address to identify the corresponding user ID in Bonzo. This ensures the loan is automatically assigned to the member. Once you've verified your entries, review the "Pricing" and "Time-Frame" descriptions above the form before clicking "Submit."
Note: If you are using separate email addresses for Arive and Bonzo, please let our integrations team know in the "Special Instructions" section at the bottom of the form.
Once the integration is active, you will be able to see a new Arive Pipeline in your Pipelines tab.
Bonzo will now automatically capture every new loan created in Arive and sync during loan status changes to mirror their progress in the Arive Milestones pipeline. The integration operates by syncing prospect movements from Arive to Bonzo, but not vice versa. By linking campaigns and event messages to particular pipeline stages, you can ensure that co-borrowers and agents stay informed and will the prospect moves through the loan process.
Integrating Arive with Bonzo optimizes your workflow by capturing every newly created loan in Arive and syncing their progress in Bonzo. Through automation and targeted messaging, this connection enhances communication and visibility for all involved parties, guaranteeing a smoother and more efficient loan processing experience.
To learn more Arive and other LOS Integrations, click the boxes below.
Lead Generation Integrations
Lead source integrations are essentially connections between Bonzo and external lead generation services like Zillow, LendingTree, and others. These services funnel lead details—such as names, email addresses, and specific needs—into Bonzo using a method predominantly based on Webhooks. This direct transfer ensures that leads are quickly and accurately imported into Bonzo, where they can be managed and nurtured effectively.
Setting Up Integrations: Lead Gen Sources in Bonzo
Navigate to the "Settings" menu in Bonzo
Proceed to "Custom Integrations"
Select the specific lead source you want to integrate, such as Lending Tree, Zillow, or Realtor.com.
Special Instructions for Complex Setups
If your setup requires specific configurations, such as different routing for Team Members licensed in various states, include these requirements in the "Special Instructions" section during the integration setup. This will help the Bonzo support team tailor the integration to meet your needs more effectively.
Submit your Integration Request to the team.
Webhooks
Webhooks play a crucial role in lead generation integrations within Bonzo, acting as the bridge between Bonzo and external Lead Gen Sources. When set up, these Webhooks efficiently transport information—known as payloads—from the lead source directly into your Bonzo account. This seamless transfer ensures that lead data is integrated into your system without manual effort, enhancing both accuracy and speed.
Key Functions of Webhooks in Bonzo
Data Transfer: Webhooks capture and convey data from lead gen source payloads directly into Bonzo. This automatic process eliminates the need for manual data entry and ensures that your lead data is both current and correctly formatted.
Routing Configuration: Members can configure routing settings within webhooks to dictate how leads flow into Bonzo. This is essential for ensuring that leads are directed to the appropriate team members or funnels based on specific criteria, such as geographical location or product interest.
Log Monitoring: The webhook setup allows members to monitor logs actively. This feature is instrumental in verifying which leads have been successfully pushed through the system and identifying any that may have encountered issues during the transfer.
Custom Field Routing: Sometimes, the data received from a lead gen source may include fields that do not automatically match those in Bonzo. Webhooks allow for the creation of custom connections, ensuring that all relevant data is captured and properly integrated into your system, regardless of the initial format.
LeadGen Webhooks are typically set up and managed by the Bonzo Integrations Team, ensuring a stable integration. Once created, these Webhooks are accessible under the "Webhooks" tab in the "Settings" menu of their Bonzo account.
You can also attempt to establish Webhooks on your own. Below is a list of typical webhooks that integrate well with Bonzo.
Zillow
Realtor.com
Lending Tree
MMI
Zip Recruiter
Career Builder
Hubspot
FreeRateUpdate
Loanbright
Insellarate
Loansifter
Mortech
Leadpops
Unbounce
Bankrate
Modex
wikiREALTY
To learn how to set up your own Webhooks, click the box below.
Handling Custom Fields and Duplicates
If the lead source sends additional information that does not have a corresponding field in Bonzo, you can create custom fields to accommodate this data. It’s also crucial to enable duplicate checking within your Webhook to prevent the same lead from being entered multiple times. This is managed by configuring Bonzo to merge duplicates based on criteria such as email or phone number.
To access this go to your Settings
Navigate to Webhooks.
Select the three dots on the right side of the Webhook and click "Edit"
Near the bottom of the page make sure the "Merge Duplicates" box is marked.
Advanced Routing Options
For teams with specific routing needs, Bonzo allows for advanced configuration. Leads can be routed based on criteria such as geographical location or specific data. This allows you to ensure that leads are assigned to the appropriate person.
Furthermore, integrations can be set up to automatically place leads into specific Campaigns or Pipeline stages.
To learn more on how to setup your own custom Routing, click the box below.
Troubleshooting Webhooks
Should you encounter issues such as leads not appearing correctly in Bonzo or other integration failures, start by reviewing the Webhook Logs. These Logs can help identify any mismatches or errors in data transmission.
You can access the logs by navigating to your Settings, then Webhooks.
Click on the three dots on the right side of the Webhook and select Logs.
Filtering Logs: Use filters to sort through successful and failed logs for easier management.
Failed Logs: Focus on failed logs to identify and address issues. Each failed log provides a status code and a detailed error message, which can be accessed by clicking on the "Details" link within the log entry. These details will show the reason for the failure and the associated data payload.
Best Practices: Regularly review logs to promptly detect and resolve integration issues. Familiarize yourself with status codes to streamline troubleshooting and use filters to view only relevant logs, enhancing efficiency in managing errors.
Common Status Codes:
200: SUCCESS - This code indicates that the transaction was successful. Logs with this status show that data was transferred and processed correctly without any issues.
422: FAILURE - This error indicates that the server understands the content type of the request entity (hence, it's syntactically correct), but was unable to process it. Common reasons are:
Contact is missing info
Duplicate was located and you don't have Merge Duplicates toggled.
Lead Generation Integrations Include:
LeadPops
FreeRateUpdate
Facebook Ads
Google Contacts
Gravity Forms
Jungo
Realtor.com
LendingTree
Jotform
LeadMailbox
Zillow
kvCore
MonitorBase
Vonk Digital
Sales Boomerang
Mortgage Research
LeadPoint
Bankrate
Tracking Integrations
Tracking integrations are advanced functionalities within Bonzo that bridge the platform with external tracking and analytics services. These integrations are crucial for engaging customers beyond the initial transaction, offering insights into their behaviors and needs post-conversion. For instance, they can inform when a customer might benefit from refinancing based on changes in loan details or property values.
Tracking integrations in Bonzo stand apart from other integrations due to their primary function of exporting data from Bonzo to external tracking systems. This distinction is crucial as it influences how data is managed and troubleshot within the system.
Direction of Data Flow: Exporting Data from Bonzo
Unlike typical integrations that pull data into Bonzo using Webhooks, tracking integrations are set up to push data out. This involves configuring event hooks that activate when specific triggers occur within Bonzo, such as a loan closing. These event hooks facilitate the automatic transmission of data from Bonzo to the chosen tracking platform.
Popular Tracking Integrations
Homebot is renowned for its capability to analyze mortgage and property data to suggest timely financial decisions to homeowners.
Handwrytten enhances customer relationships through personalized, automated mailings like anniversary cards and thank-you notes, adding a personal touch to digital interactions.
Setting Up and Operating Tracking Integrations
Setting up a tracking integration in Bonzo involves a systematic approach:
1. Begin by submitting a setup request to Bonzo’s integration team in the Custom Integrations tab in your Settings.
2. Following the request, an enablement form is provided to collect necessary details and permissions, ensuring proper setup and authorization.
3. Specify which Pipeline Stage within Bonzo, such as loan closure, should trigger the automatic sending of data.
4. Then when the occurrence of the push trigger, Bonzo automatically sends the relevant customer data to the chosen tracking platform.
Monitoring Tracking Integrations
When it comes to ensuring the effectiveness of tracking integrations, Bonzo provides tools within the contact "Details" section that are instrumental in monitoring the success of data exports:
Notes in Contact Details: Each contact in Bonzo has a detailed notes section that logs responses from the Tracking system. After a data push is triggered, this section is updated with feedback indicating whether the push was successful or if errors were encountered. For example:
• Success Confirmation: Notes like “Client created” confirm the successful transfer of data.
• Error Messages: Any issues during the data transfer will be noted here, providing specific error messages from the tracking system.
These Notes are essential for troubleshooting as they provide immediate insight into what may have gone wrong and whether the data reached its destination.
Resolving Issues with Tracking Integrations
If a contact does not appear in the tracking system or there are errors noted in the Contact Details:
Verify and Update Contact Information: Ensure all required fields are accurately filled. Missing or incorrect data is a common cause of failed data exports.
Using Homebot as an example:
Required information to send to Homebot:
First Name
Last Name
Birthday
Property Address
Property Value (Appraised Value in Bonzo)
Purchase Price
Close Date
Re-trigger Data Transmission: If corrections are made, you can re-initiate the data push by adjusting the contact’s Pipeline stage. This action forces Bonzo to resend the updated data to the tracking platform.
Engage with External Support: For persistent issues or unclear errors, reaching out to the your Tracking software's support is recommended. They can provide additional insights and help resolve issues specific to their system.
Additional Integrations
As an integration-friendly platform, Bonzo seamlessly connects with various popular external sources. Click the links below to learn more about each specific integration:
If you don't see a specific integration listed in this article, it doesn't mean you can't integrate it with Bonzo. Please reach out to our Integrations team by filling out a custom integrations form.
To learn more about Custom Integrations Requests, please click the box below.