Full-history sync
When a prospect appears through a new assignment, stage change, direct reply, or campaign response, BrokerBot refreshes the available Bonzo message history instead of treating it like a new conversation.
The complete follow-up loop
One assistant that knows when to speak—and when to stay out.
BrokerBot combines live Bonzo context, configurable automation, AI conversation, and deterministic send protection in one operating system for mortgage follow-up.
Inbound replies firstEligible responses take priority over proactive work.
History-awareBonzo text history is synchronized before the assistant acts.
Human-awareA recent loan-officer message suppresses overlapping automation.
AuditableMessages, skips, failures, and stage actions are recorded.
Conversations
The assistant sees the thread.
A good reply depends on more than the last message. BrokerBot assembles the lead’s history, CRM notes, stage, assigned officer, and operating rules before it writes.
CRM note context
Lead notes can explain why a conversation went cold, identify vintage leads, or record a prior request. The assistant uses that context to reopen thoughtfully instead of asking a generic “how can we help?”
Conversation inbox
Teams can review synced conversations and live activity from the dashboard, including the message history BrokerBot is using and recent delivery or gating events.
Automation precedenceMost specific setting wins
ScopeExamplePriority
StageProactive1 · highest
PipelineReactive2
Loan officerProactive3
CompanyPipeline only4 · fallback
Automation controls
Control behavior at the level that matters.
An administrator can set a company default, then override it for an officer, a pipeline, or one stage. This makes mixed workflows possible without duplicating pipelines.
- ✓Proactive, reactive, and pipeline-only modes.
- ✓Per-officer pause switch plus a company master switch.
- ✓Configurable reply delay gives a human time to answer first.
- ✓Enabled pipelines and stages form a hard operating boundary.
Appointment lifecycle
Scheduling is a workflow, not just a link.
BrokerBot can propose available times, share the right officer’s Calendly link, record appointment context, and keep the pipeline aligned with the scheduled conversation.
Availability-aware
Company scheduling windows and blackout dates shape what the assistant offers. The lead’s state can also inform applicable timing and scheduling guidance.
Officer-specific links
Each loan officer can have separate Calendly and Loanzify links. Company defaults fill the gap when an officer leaves one blank.
Notes and stage actions
Appointment state can be reflected in Bonzo with an internal note and configured stage movement, while the lead conversation remains available for the next handoff.
Outbound safety
The model drafts. Code decides whether it may send.
No AI system is perfect. BrokerBot therefore places deterministic checks around the model and blocks risky conditions before the Bonzo delivery request.
Opt-out protection
Explicit STOP, remove, unsubscribe, and automated-list removal signals prevent future assistant messaging. The opt-out applies to automated messaging, not phone calls.
Instruction-leak block
Internal prompt markers, prompt fragments, and instruction-like output are rejected during generation and again at the final network boundary. A detected leak cannot be transmitted through the guarded send path.
Collision and duplication checks
Recent human activity, near-duplicate drafts, send claims, and active operations suppress overlapping messages and reduce double work.
Honesty checks
Proactive messages are blocked from fabricating confirmed appointments or pretending a lead made a request that is not present in the conversation.
Configured texting windows
The platform can enforce the configured lead-local window within the federal ceiling and supported state-specific restrictions. Customers remain responsible for their legal configuration.
Event trail
Gated sends, failed deliveries, stage movements, and automation work are logged so the team can diagnose what happened instead of guessing.
BrokerBot provides automation controls intended to support a compliance program. It is not legal advice, does not independently determine every rule that may apply, and cannot guarantee zero violations. Review your setup with qualified counsel.
Every officer, their own assistant
Shared infrastructure. Individual voice.
Officers can control the parts that should feel personal while administrators retain the controls that must stay consistent.
- ✓Custom assistant name and one of five tone profiles.
- ✓Personal standing instructions layered over locked core rules.
- ✓Read-only AI model and cost comparison, with plan changes handled through BrokerBot.
- ✓NMLS, booking links, application links, and monthly lead target.
5Tone profiles: warm, professional, direct, energetic, and laid-back
3Company plans: Essential $50/month + $0.01/message, Pro $150/month + $0.02/message, and Max $400/month + $0.05/message
0Additional per-seat platform fees
AIProcessing is shown separately in estimates: OpenAI through BrokerBot on Essential and Pro; Anthropic direct on Max. Both are US companies, and they are the only AI providers that ever receive a conversation — BrokerBot does not route your borrowers’ data to Chinese AI providers or any other offshore model