Follow Up Boss AI texting

AI text follow-up for loan officers who live in Follow Up Boss.

Quick answer: LoanWick is an AI texting assistant for loan officers. The Follow Up Boss connection is still being built, so nothing texts your Follow Up Boss leads yet. Sign up now for a free 60-day LoanWick texting trial while it is set up, subject to the review terms on this page. Bonzo is the only live connection today.

Follow Up Boss is where many agents and the loan officers they work with share leads. It can send an automatic first text when a lead arrives. What it cannot do for you is answer the borrower’s reply while you are busy. LoanWick is an AI texting assistant for loan officers, and we are building its Follow Up Boss connection now. It is not live yet.

LoanWick is an independent product. It is not made, sponsored, endorsed by or affiliated with Follow Up Boss. The Follow Up Boss connection is in progress and is not live yet.

The reply is where purchase leads go cold

Follow Up Boss can send an automated text to a new lead and run drip emails that pause when the lead responds. That is a good start. But a pause means the next message now depends on a person. A buyer who just asked about pre-approval wants an answer while they are thinking about it, not after your last appointment of the day.

Many Follow Up Boss leads are purchase buyers coming through real estate agents. Buyers often talk to an agent and a lender in the same week. If your reply is slow, the agent may move the client to a lender who answered first. That is the speed-to-lead problem, and it lives in the reply, not the first auto-text.

Lender seats change who should text

Follow Up Boss lets teams add lenders as users with a Lender role. According to its help center, lenders see only leads assigned to them, and can text or call a lead only if they have the Follow Up Boss Dialer. Some loan officers instead run their own Follow Up Boss account.

Those setups need different rules. On an agent’s team account, the agent owns the relationship and you are a collaborator. An assistant that texts every lead it can see would be a problem. The planned connection is designed to work only on leads assigned to you and in the stages you approve, and to step back when you or the agent are already in the conversation.

How it will work with Follow Up Boss (in progress)

One open question is the sending path. Follow Up Boss’s API documentation says texts created through the API are recorded as logs only, not sent. So which phone number sends the assistant’s texts, and how they show up in Follow Up Boss, is part of the setup we are still building. We will confirm the details with each trial account rather than guess.

  1. Read the lead first

    Planned: pull the person record, stage, assigned user, notes and text history from Follow Up Boss before writing anything.

  2. Answer the reply

    Planned: draft a short, useful reply from that context and your instructions, then run the same checks LoanWick uses on Bonzo.

  3. Follow up quiet leads

    Planned: reopen stalled conversations only in stages you allow, within sending limits and texting hours.

  4. Book the call and log it

    Planned: offer your availability and booking link, then write the outcome back to the lead’s timeline.

Status: the Follow Up Boss connection is not fully built. Nothing here describes a live feature.

Free for 60 days while we set it up

Sign up for the Follow Up Boss version of LoanWick and you get a free 60-day trial while the connection is set up. You can test conversations right away in the browser demo with fictional leads. No real texts go out until your connection, stages and settings are tested and activation is approved.

The same safety floor applies as on Bonzo: opt-out handling, texting hours within the federal 8 AM–9 PM limit and supported state rules, sending limits, and stepping back when a person texts. Texting is the core product; AI calling is a separate rollout.

Free 60-day trial while the connection is set up. Trials are subject to review and aren’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.

Questions before you choose

Follow Up Boss AI texting: common questions.

Does LoanWick integrate with Follow Up Boss?
Not yet. The Follow Up Boss connection is being built. LoanWick works with Bonzo today. Follow Up Boss users who sign up get a free 60-day trial while their connection is set up.
What are the terms of the free 60-day Follow Up Boss trial?
Free 60-day trial while the connection is set up. Trials are subject to review and aren’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.
What do I get if I sign up for the Follow Up Boss version now?
A free 60-day trial while the connection is set up, plus the browser demo to test conversations with fictional details. Live texting starts only after setup is tested and approved.
Will it text leads on my agent partner’s Follow Up Boss account?
The planned design limits the assistant to leads assigned to you and stages you approve. On a shared team account, agree with the account owner before turning on any automation.
Follow Up Boss already auto-texts new leads. Why add LoanWick?
An auto-text covers the first touch. LoanWick is built for the next step: answering the borrower’s reply with context, following up if they go quiet, and booking the call.
Is LoanWick affiliated with Follow Up Boss or Zillow?
No. LoanWick is independent and is not endorsed by Follow Up Boss or Zillow.

Sources and review scope

First-party descriptions checked October 11, 2026. Capabilities, prices, and availability can change. Confirm required workflows directly with each provider.

Test the conversation before you activate outreach.