BONZO + Loanzify
Create new BONZO prospects from new Loanzify leads
Any time there's a new lead in your Loanzify app, this workflow springs into action, swiftly setting up a new prospect in your BONZO app. This smooth connection keeps your lead management process streamlined, ensuring no potential customer slips through the cracks. You can focus less on manual data transfer and more on turning those leads into loyal customers.
Any time there's a new lead in your Loanzify app, this workflow springs into action, swiftly setting up a new prospect in your BONZO app. This smooth connection keeps your lead management process streamlined, ensuring no potential customer slips through the cracks. You can focus less on manual data transfer and more on turning those leads into loyal customers.
- When this happens...New Lead
Triggers when a form is submitted from LHP3
- automatically do this!Create Prospect in Campaign
Triggers when a new person is created in a campaign.
- Free forever for core features
- 14 day trial for premium features & apps
Form Id
Try ItEmail Address
Last Name
First Name
IP Address
UuidRequired
KeyRequired
Created After
Try ItUuidRequired
Try It
Status
Try ItLoan Officer ID
Loan Type
Loan Amount
Property Type
Property Use
Property Down Payment Amount
Property Down Payment Gift Amount
Property Address
Property City
Property State
Property Zipcode
Borrower EmailRequired
Borrower First Name
Borrower Middle Name
Borrower Last Name
Borrower Suffix
Borrower Phone Home
Borrower Phone Cell
Borrower Birth Date
Borrower Education
Borrower Marital Status
Borrower Dependents Count
Borrower Intend To Occupy
Borrower Citizenship Status
Borrower Gender
Borrower Primary Address - Street
Borrower Primary Address - City
Borrower Primary Address - State
Borrower Primary Address - Years
Borrower Primary Address - Ownership
Borrower Mailing Address - Street
Borrower Mailing Address - City
Borrower Mailing Address - State
Borrower Mailing Address - Zipcode
Borrower Mailing Address - Years
Borrower Mailing Address - Ownership
Borrower Former Address - Street
Borrower Former Address - City
Borrower Former Address - State
Borrower Former Address - Zipcode
Borrower Former Address - Years
Borrower Former Address - Ownership
Co-Borrower Email
Co-Borrower First Name
Co-Borrower Middle Name
Co-Borrower Last Name
Co-Borrower Suffix
Co-Borrower Phone Home
Co-Borrower Phone Cell
Co-Borrower Birth Date
Co-Borrower Education
Co-Borrower Marital Status
Co-Borrower Dependents Count
Co-Borrower Intend To Occupy
Co-Borrower Citizenship Status
Co-Borrower Gender
Co-Borrower Primary Address - Street
Co-Borrower Primary Address - City
Co-Borrower Primary Address - State
Co-Borrower Primary Address - Years
Co-Borrower Primary Address - Ownership
Co-Borrower Mailing Address - Street
Co-Borrower Mailing Address - City
Co-Borrower Mailing Address - State
Co-Borrower Mailing Address - Zipcode
Co-Borrower Mailing Address - Years
Co-Borrower Mailing Address - Ownership
Co-Borrower Former Address - Street
Co-Borrower Former Address - City
Co-Borrower Former Address - State
Co-Borrower Former Address - Zipcode
Co-Borrower Former Address - Years
Co-Borrower Former Address - Ownership
Pipeline Stage IdRequired
Try ItPipeline Stage IdRequired
Merge Duplicates
User Id
First Name
Last Name
Email
Phone
Marital Status
Address
Unit Number
City
State
Zip
Tags
Note
Field 1
Field 2
Field 3
Field 4
Field 5
Birthday
Fb Id
Company Name
Loan Amount
Down Payment
Loan Program
Credit Score
Purchase Price
Cash Out Amount
Loan Type
Loan Purpose
Property Value
Property Address
Property Unit Number
Property City
Property State
Property Zip
Property County
Found Home
Bankruptcy
Foreclosure
Working With Agent
Buyer Agent name
Buyer Agent phone
Buyer Agent email
Buyer Agent address
Seller Agent name
Seller Agent phone
Seller Agent email
Seller Agent address
Lead Source
Interest Rate
Requested Apr
Property Type
Property Use
Bankruptcy Details
Foreclosure Details
Occupation
Household Income
Current Step
Close Date
Application Date
Rate Lock Date
Monthly Income
Other Income
Lien Position
Amortization Type
Amortization Term
Monthly Payment
New Loan Amount
Rate Is Locked
Referral Source
Insurance Zip
Insurance City
Insurance State
Insurance Address
Apartment Number
Height
Weight
Weight Change
Income
Work Phone
Net Worth
Insurance Declined
Gender
Dependents
Smoker
Credit Standing
Flood Interest
Earthquake Interest
Deductible
Coverage Amount
Liability Amount
Co-borrower first name
Co-borrower last name
Co-borrower email
Co-borrower phone
Co-borrower address
Co-borrower unit number
Co-borrower city
Co-borrower ZIP
Co-borrower state
Co-borrower birthday
Martial status
Co-borrower Monthly Income
