Reach the leads you choose.
Choose which Bonzo stages allow outreach. LoanWick uses available history to follow up with eligible leads.
AI follow-up for loan officers Works with Bonzo
AI texting for
mortgage loan officers.
Your voice. Your follow-up rules. Your Bonzo, your GoHighLevel, your Follow Up Boss, your CRM.
LoanWick helps turn lead conversations into appointments, with you in control.
LoanWick's conversation playbook was built and tested on 225,000+ real mortgage leads.
Try the texting demoFictional details only. No texts sent.
From $49/month · No per-seat fees Compare plans →
AI calling is rolling out by workspace after setup and consent. Call the preview.
- Lead reaches out
- LoanWick replies
- Find a time
- Maria
We talked a few months ago. I’m ready to look at the numbers again.
- LoanWick
Good to hear from you, Maria. Still looking to lower your payment and keep some cash available?
- Maria
Yes. Could Cole call tomorrow afternoon?
Read the rest of the conversation
- LoanWick
Of course. Would 2:00 or 3:30 work better?
- Maria
2:00 works for me.
- LoanWick
You’re set for tomorrow at 2:00. Cole will give you a call.
This example assumes an available calendar slot and a confirmed booking. No messages, appointments or officer notices are created here.
Your instructions. A clear next step.
What LoanWick does
From follow-up to a time to talk.
Keep the conversation going.
Answer the lead’s questions using your instructions. Review the thread or step in yourself when it needs you.
Help book the next call.
Help interested leads find a time, then keep the conversation and appointment details connected in Bonzo.
Before the first text
Set the boundaries.
Then try it yourself.
You choose where LoanWick can work. Outreach stays off until activation is approved.
- 01
Connect your Bonzo
Use your existing workspace, pipelines and conversation history.
- 02
Choose the boundaries
Set stage behavior, your tone, follow-up timing and booking preferences.
- 03
Test before outreach
Practice with fictional leads and review replies before going live.
Room for your whole team
Compare plans →
Starts at $49/month.
Monthly plans sized to your lead volume. No per-seat fees.
Is LoanWick the same as BrokerBot?
Yes. LoanWick, formerly BrokerBot, is the same assistant under one name.
Will it start texting right away?
No. Connect Bonzo, review your settings and test first. Live outreach requires activation approval.
Can I take over?
Yes. When you text the lead yourself, LoanWick steps back. You control which stages allow outreach or replies.
Can I try it without contacting anyone?
Yes. The public demo uses fictional details and sends no SMS or Bonzo updates.
Does it make phone calls?
AI calling is rolling out by workspace after voice setup and consent. See calling availability. The preview line uses fictional details and makes no real bookings or transfers.
How is borrower information handled?
Connected conversations are processed to provide the service. See our privacy policy. Never put real borrower information in a public demo.
Explore measured activity and how the assistant makes decisions
LoanWick, in motion
Real work.
Measured, not imagined.
Explore aggregate activity from active LoanWick workspaces. No borrower details. No demo traffic.
Connecting to live activity…
Conversations with a recorded appointment (booked_at) in the selected period.
Conversations where the bot yielded and an LO took over (lo_takeover_at).
Conversations reached by a LoanWick bot outbound (sent/delivered) in the selected period. All time = live workspace conversations.
See the rhythm of the work
Activity loads from LoanWick’s reporting records.
Waiting for measured activity. We never substitute sample numbers here.
Select a bar to inspect its count.
What these numbers do—and don’t—mean
Counts cover currently active, non-sandbox LoanWick workspaces. Appointments booked are conversations with a non-null booked_at timestamp in the selected window. Handed to loan officers are conversations with a non-null lo_takeover_at (the bot yielded / an LO took over). Prospects handled (conversations reached) for 7- and 30-day windows are distinct live-account conversations that received a provider-sent/delivered LoanWick bot outbound (role bot, outbound_intent_key set, not superseded/deleted)—matching the prior public-stats definition. All time prospects handled is the count of conversations on those live workspaces. No borrower names, phone numbers, or message content are included. These are activity measures—not conversion rates, revenue, or promised results.
7- and 30-day views use UTC calendar days (today is partial). All time uses the lifetime totals. The daily chart covers the last 30 UTC days only and is hidden for All time. Updated from live records approximately every 15 minutes. If data cannot be verified, the figures are hidden instead of replaced with estimates.
Explore the decisions
A thoughtful reply starts
before the first word.
Pick a situation and follow the steps. This interactive explanation is illustrative—not a live borrower conversation or an AI test.
01 · Read the context
Start with what the lead already shared.
Read available conversation history, pipeline context, and the officer’s configured instructions before choosing a response.
Illustrative example
“I’m looking into using some equity. Where do I start?”
Context first. No message has been sent.
Take the borrower’s side of the conversation
Ask a hard question.
See how LoanWick replies.
Fictional details only. No texts sent. Already using LoanWick? Log in or get support.
Ask about LoanWick
Opening chat connects to Crisp, which receives your messages and browser connection information and may use cookies. Business questions only—do not enter borrower records, loan details or financial documents. Availability and response time may vary.
If the embedded chat does not work, open the external chat page or use our email contact option above.