Two-way texting
Two-way AI texting for Bonzo leads, sent through Bonzo.
About LoanWick
About LoanWick
Quick answer: LoanWick is an AI texting assistant for mortgage loan officers. It works inside Bonzo. It replies to lead texts using the Bonzo history and the officer’s instructions, follows up only in the pipeline stages the team allows, and helps book a call with the assigned loan officer. LoanWick, formerly BrokerBot, is based in Irvine, California. It is owned 50/50 by Retrofit Labs and Brighter Holdings LLC.
The public phone is (949) 801-6327. The office is 36 Executive Park, Suite 200, Irvine, CA 92614. LoanWick is owned 50/50 by Retrofit Labs and Brighter Holdings LLC.
Checked November 9, 2026
LoanWick at a glance
| Fact | Detail |
|---|---|
| What it is | AI texting assistant for mortgage loan officers |
| Formerly | BrokerBot |
| Owners | Retrofit Labs and Brighter Holdings LLC (50/50) |
| Address | 36 Executive Park, Suite 200, Irvine, CA 92614 |
| Founded | 2017 |
| Live CRM | Bonzo |
| Price | Essential plan, from $49/month, priced by lead volume, no per-seat fees |
| Trial | 14-day free trial |
| Support | Phone support at (949) 801-6327 and in-person training. No 24/7 support. |
| Phone | (949) 801-6327 |
| [email protected] | |
| Walkthrough | Book a walkthrough on the calendar linked below |
What LoanWick does today
Stage rules
Follow-up rules for each pipeline and stage: proactive, replies only, pipeline updates only, or excluded.
Appointments
Appointment help using each officer's configured availability and booking link.
Opt-outs and hours
STOP and opt-out replies end the assistant's texts. Sends respect the lead's local contact window and supported state rules.
Officer texts
The assistant steps back when the loan officer texts the lead.
What is not live
AI calling is rolling out workspace by workspace after voice setup and consent. It is not broadly live.
Live call transfer is planned and not available today.
External calendar busy times are not synced.
CRM status
Bonzo is the only live CRM.
In setup, not live: Follow Up Boss, Shape, Jungo, Surefire, Total Expert, Salesforce, HubSpot, Velocify, GoHighLevel and BNTouch.
Compatibility review required: Usherpa, Zoho, Pipedrive, Dynamics 365, ARIVE, Aidium and MLOflo.
Pricing
LoanWick has one plan, Essential, billed monthly and sized by new leads and active leads. Every plan includes all loan officers with no per-seat fee.
LoanWick offers a 14-day free trial. The 14-day free trial is subject to review and isn’t guaranteed for loan officers with more than 500 leads per month, though we may still choose to honor them. The trial includes LoanWick texting, not voice; voice trials may be available on request.
Taxes and third-party services, such as Bonzo and carriers, are separate. A signed order controls if it states different commercial terms. Optional voice call packages are priced per lead.
| New / active leads per month | Essential / month |
|---|---|
| 50 / 250 | $49 |
| 150 / 750 | $99 |
| 500 / 1,250 | $199 |
| 1,500 / 7,500 | $499 |
| 4,000 / 20,000 | $999 |
| Above 4,000 / 20,000 | Custom |
Support and training
Phone support: (949) 801-6327.
In-person training for teams.
LoanWick does not offer 24/7 support.
Who builds LoanWick
LoanWick is built by Retrofit Labs, an Irvine, California company that builds AI tools for businesses. LoanWick is owned 50/50 by Retrofit Labs and Brighter Holdings LLC.
Questions before you choose
About LoanWick: common questions.
Is LoanWick the same as BrokerBot?
Yes. LoanWick, formerly BrokerBot, is the same assistant under one name.
Which CRMs does LoanWick work with?
Bonzo is the only live CRM. In setup, not live: Follow Up Boss, Shape, Jungo, Surefire, Total Expert, Salesforce, HubSpot, Velocify, GoHighLevel and BNTouch. Compatibility review required: Usherpa, Zoho, Pipedrive, Dynamics 365, ARIVE, Aidium and MLOflo.
How much does LoanWick cost?
From $49/month on the Essential plan, priced by lead volume, with no per-seat fees.
Does LoanWick offer a free trial?
Yes. LoanWick offers a 14-day free trial. The 14-day free trial is subject to review and isn’t guaranteed for loan officers with more than 500 leads per month, though we may still choose to honor them. The trial includes LoanWick texting, not voice; voice trials may be available on request.
Does LoanWick offer 24/7 support?
No. LoanWick offers phone support at (949) 801-6327 and in-person training.
Does LoanWick make phone calls?
AI calling is rolling out workspace by workspace after voice setup and consent. It is not broadly live. Live call transfer is planned.
Where is LoanWick based?
36 Executive Park, Suite 200, Irvine, CA 92614. The public phone is (949) 801-6327.