Reply when leads write back
LoanWick uses available Bonzo history and your instructions to continue the thread instead of sending a generic opener.
Client relationship follow-up, assisted by AI
AI virtual CLR
for mortgage loan officers.
LoanWick is an AI virtual CLR—an AI loan officer assistant that texts leads, makes and answers AI calls, and helps book appointments. It works inside Bonzo while your team controls when and where it runs.
Text + voiceFollow up by SMS and AI calling where you enable it.
Bonzo-nativeLeads, history, and stages stay in your CRM.
LO in controlCompany and officer switches, stage boundaries, and handoffs.
Not a licenseAssists follow-up—does not replace a licensed loan officer.
Definition
What is a virtual CLR
for mortgage?
A CLR (client relationship) role keeps prospects warm: quick replies, thoughtful follow-up, and a clear path to an appointment. An AI virtual CLR—and related ideas like an AI client relationship specialist or virtual loan officer assistant—handle that repeatable work so loan officers can spend more time advising borrowers.
Follow up in the stages you allow
Choose pipelines and stages for proactive, reactive, or pipeline-only behavior so sensitive files stay quiet.
Book the next step
When interest is clear, help move the conversation toward an appointment on the officer’s scheduling tools.
How LoanWick acts like a CLR
An AI CLR that texts,
calls, and books.
- ✓Texts mortgage leads and answers inbound replies in Bonzo.
- ✓Makes and answers AI calls for approved leads when calling is enabled.
- ✓Helps turn interest into appointments, then notifies the loan officer.
- ✓Checks holds, opt-outs, duplication, and sending restrictions before outreach.
- ✓Steps back when you text a lead yourself so the assistant does not talk over you.
Looking for the broader “AI agent” framing? See AI agent for mortgage lead follow-up.
Virtual CLR loopIllustrative
01
Read contextHistory, stage, officer rules
02
DraftReply, follow-up, or call path
03
GuardTiming, opt-out, duplication
04
Act or hand offBonzo send · LO takeover
Boundaries
Built for Bonzo.
Guided by your team.
LoanWick is not a LOS replacement and not a licensed loan officer. It adds AI conversation, follow-up logic, appointment help, and controls around the Bonzo data your team already uses. Outreach stays off until setup and activation are approved. Plans start at $49/mo by model tier and lead volume—see pricing.
FAQ
Questions about an AI virtual CLR.
What does CLR mean for mortgage loan officers?
In mortgage teams, CLR often means a client relationship role—someone who follows up with leads, keeps conversations moving, and helps get borrowers on the calendar. LoanWick supports that work as an AI virtual CLR, not as a licensed loan officer.
What is an AI virtual CLR?
Software that handles repeatable client-relationship follow-up: texting leads, making and answering AI calls where enabled, booking appointments, and handing conversations back to the loan officer—inside Bonzo, with your controls.
Is LoanWick an AI loan officer assistant or AI LOA?
Yes. It is an AI loan officer assistant (AI LOA / virtual loan officer assistant) focused on lead follow-up and appointments. It does not replace licensed advice or underwriting decisions.
How is an AI virtual CLR different from a generic chatbot?
LoanWick uses Bonzo history, pipeline/stage rules, opt-out handling, and timing guards. It can step back when an officer messages the lead, and live outreach stays off until activation is approved.
Does LoanWick work with Bonzo?
Yes. It is built for Bonzo and works with your existing leads, notes, and pipeline stages.
Will it start texting my leads right away?
No. Creating a workspace starts setup, not outreach. Connect Bonzo, configure, and test first.