Run the conversations that make or break a mortgage lead. Then watch the simulated CRM decisions BrokerBot makes behind every response—from pipeline movement to follow-up tasks and consent protection.
First choose how the conversation starts. Then choose the lead context. BrokerBot runs every guided lead response through the live preview brain and keeps the complete thread on every turn.
Live preview brain
BrokerBot coordinates the operational work around the message so the next person opening Bonzo knows what happened and what comes next.
BrokerBot pulls in prior texts, human replies, campaign messages, notes, stage context, and the lead’s latest answer. It avoids reintroducing itself, re-asking answered questions, or pitching past the real issue.
Creates the call task, records the agreed time, places the lead in Follow-Up, and releases the stage to Responded at the appointment—not before.
Teams decide where BrokerBot opens, where it only answers, and where it stays out. New and changed stages can pull full history before automation begins.
Deterministic opt-out logic suppresses the phone number, clears scheduled work, sets DNC, and prevents a duplicate prospect record from restarting outreach.
BrokerBot reads old notes and asks what broke down—timing, trust, terms, follow-through—before deciding whether there is a useful next step.
Loan-officer activity gets the right of way. BrokerBot can pause, preserve the thread, leave a living summary, and resume only when the workflow says it should.
Every turn follows the same disciplined path, whether it came from a campaign, an old conversation, or a brand-new inquiry.
Messages, notes, assignment, pipeline, stage, state, and prior human activity.
Consent, quiet hours, stage permissions, advanced-deal suppression, and human takeover.
One question at a time, grounded in the mortgage conversation and current context.
Update the note, queue the stage intent, create the task, or schedule the next follow-up.
The signed-in testing ground adds your loan officers, configured model, personality, pipeline and stage modes, booking windows, links, licensing context, and company instructions—without sending a live message or changing a commercial plan.
Exact production reply logic, safely returned to the browser.