AI texting for mortgage leads
Draft and send contextual texts using available Bonzo history, notes, and your standing instructions.
Lead follow-up that keeps moving
AI agent for mortgage
loan officers.
LoanWick is an AI mortgage agent and Bonzo AI assistant: AI texting for mortgage leads, AI calling where you enable it, and appointment setting—so AI lead follow-up for loan officers happens inside the CRM you already use.
AI textingHistory-aware SMS in Bonzo for eligible leads.
AI callingInbound and outbound voice when you turn it on.
Appointment settingHelp book the next conversation with the LO.
Your controlsOfficer, pipeline, and stage boundaries.
What the agent does
An AI mortgage assistant
for the follow-up loop.
Unlike a broad “do everything” bot, LoanWick focuses on mortgage lead follow-up: reply, nurture in enabled stages, coordinate appointments, and hand work back to the loan officer.
AI appointment setter for loan officers
When a lead is ready, guide them toward a booked time and keep the officer in the loop.
Pipeline-aware automation
Set proactive, reactive, or pipeline-only modes per pipeline and stage so the agent only works where you allow.
Agent checks before a sendProduction-minded
01
ContextSync history and lead state
02
RulesOfficer + stage permissions
03
SafetyOpt-out, timing, duplication
04
DeliverBonzo SMS or call path
Compared with a generic AI ISA
Mortgage-specific,
not a generic dialer.
Some teams describe follow-up help as an AI ISA. LoanWick is closer to a mortgage AI agent: Bonzo-native, history-aware, and built around loan-officer workflows—including the option to operate as an AI virtual CLR.
- ✓Works with Bonzo leads, stages, and message history.
- ✓Respects holds, opt-outs, and sending restrictions before outreach.
- ✓Gives officers a head-start window and steps back after human messages.
- ✓Lets you test in a sandbox before live outreach is approved.
Pricing snapshot
Same product.
Sized by lead volume.
Every plan includes the full product and every loan officer. Essential, Pro, and Max are monthly subscriptions sized by new leads and active leads—from $49/mo. No Mini plan and no separate AI-processing charge. See the volume matrix.
FAQ
AI agent for mortgage—common questions.
What does an AI agent for mortgage loan officers do?
Follow up on leads by text, make and answer AI calls where enabled, help book appointments, and keep Bonzo updated—within the controls your team sets.
Is LoanWick an AI appointment setter for loan officers?
Yes, appointment setting is a core outcome. It also handles AI texting for mortgage leads and stage-based follow-up, not only calendar links.
How is this different from a generic AI ISA?
LoanWick is built for mortgage lead follow-up in Bonzo: history-aware replies, stage boundaries, opt-out handling, and LO handoff—not a generic dialer script.
Does the Bonzo AI assistant replace Bonzo?
No. Bonzo remains the CRM and delivery surface. LoanWick adds AI conversation and controls around it.
Can I try AI lead follow-up without contacting real leads?
Yes. The public demo does not send SMS or change Bonzo. Signed-in teams also get a private testing ground.
What does LoanWick cost?
Monthly plans start at $49 for Essential at 50 new / 250 active leads, with Pro and Max at the same volume bands. Creating a workspace does not charge you.