Retrofit Labs Book a free call

Products · LoanWick (BrokerBot)

An AI assistant that follows up so loan officers can advise.

LoanWick, which we originally called BrokerBot, texts mortgage leads, answers their replies and helps book appointments, working inside the Bonzo CRM with controls your team sets.

Visit loanwick.com How it works
  • TextingLead follow-upReaches new and older leads by text using your rules.
  • CallingWhen enabledAI calls can be turned on where appropriate.
  • BookingAppointmentsOffers times and helps put them on the calendar.
  • CRMWorks in BonzoReads and acts on your pipelines and stages.

Build record

  • 500

    commits since the first on June 8, 2026

  • 15

    states with their own texting rules built in, on top of the federal 8 a.m. to 9 p.m. window in each lead's time zone

  • Sep '26

    first paid subscription, processed through Stripe

How it decides

Read. Decide. Guard. Act.

Every message passes through the same loop. The guard step is the one we're proudest of.

  1. Read

    Looks at the lead's history, stage and the latest message, so it doesn't repeat itself or ignore context.

  2. Decide

    Works out whether to reply, follow up, offer a time or stay quiet, based on the settings for that pipeline and stage.

  3. Guard

    Checks opt-outs, texting windows, duplicates and collisions, and blocks attempts to extract its instructions.

  4. Act

    Sends the message or books the appointment, and records what happened in an event trail.

Your rules, at every level

Controls that match how teams actually work.

Settings cascade from the company down to individual stages, so a branch manager and a single loan officer can each get what they need.

  • Company

    Set company-wide defaults, such as texting windows and which features are on.

  • Loan officer

    Adjust how the assistant works for an individual loan officer's leads.

  • Pipeline and stage

    Choose how the assistant behaves at each stage of each pipeline.

  • Proactive mode

    Reaches out first to leads in the stages you choose.

  • Reactive mode

    Only replies when a lead messages first.

  • Pipeline-only mode

    Limits activity to specific pipelines while you evaluate it.

Guardrails

Built to be careful first.

Automated outreach in mortgage carries real risk. These safeguards are part of the product, not add-ons.

  1. 01

    Opt-out handling

    Stop requests are honored and the lead isn't contacted again by the assistant.

  2. 02

    Texting windows

    Messages are only sent during the hours you allow.

  3. 03

    Duplicate and collision checks

    Prevents double messages and steps back when a loan officer is already talking with the lead.

  4. 04

    Instruction-leak blocking

    Detects and blocks attempts to get the assistant to reveal or ignore its instructions.

  5. 05

    Event trail

    A record of what the assistant saw, decided and did, for review.

  6. 06

    Private testing ground

    Try conversations privately before anything reaches a real lead. Outreach stays off until activation is approved.

Automation controls support your compliance program. They are not legal advice and don't replace your own review of consent, disclosures and applicable rules.

Who it's for

Is it a fit?

A good fit if…

  • Your team uses Bonzo as its CRM
  • Leads wait too long for a first reply
  • Older leads rarely get worked
  • You want control over when and how automation speaks

Probably not a fit if…

  • You don't use Bonzo
  • You want fully unsupervised outreach with no oversight
  • You haven't sorted out consent for texting leads

FAQ

Questions we hear.

Why two names?

We started the project as BrokerBot. It's now offered as LoanWick. Same product, same team behind it.

Does it replace loan officers?

No. It handles repetitive follow-up and steps back as soon as a loan officer joins the conversation.

Which CRMs does it work with?

It works inside Bonzo. If you use a different CRM, talk to us about your options.

Where can I see pricing and sign up?

Current plans and sign-up are on loanwick.com. If you'd like help deciding whether it fits your team, book a call with us.

Related

Keep exploring.

Free 30-minute call

Find out where AI can help your business.

Tell us how your team works today. We'll tell you plainly where technology can save time, where it can't, and what a sensible first step would be.

Book a free call

Prefer the phone? Call (949) 691-0086