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LoanWick · Built for loan officers

AI texting & calling.
Built for loan officers.

LoanWick is an AI assistant for mortgage lead follow-up—an AI virtual CLR and loan officer assistant that texts leads, makes and answers AI calls, and helps book appointments. Keep conversations moving in Bonzo while your team controls when and where it works.

Test the texting bot Call the bot

Try it with fictional details. The browser demo won’t text anyone. Ready to get started? Create your workspace.

Plans start at $49/mo by model tier & lead volume.Essential, Pro, or Max · no Mini · no separate AI-processing fee.See full pricing
No per-seat fees You can step in Approval before outreach
LoanWick My workspace Illustrative demo
Live monitorAssistant on · demo
Replies sent3
Lead replies3
Appointments1
Maria AlvarezCash-out refinance · Cole’s leads
Appointment set
Bonzo history synced

We talked a few months ago. I’m ready to look at the numbers again.

Maria · received

Good to hear from you, Maria. Still looking to lower your payment and keep some cash available?

LoanWick · delivered ✓✓

Yes. Could Cole call tomorrow afternoon?

Maria · received

Of course. Would 2:00 or 3:30 work better?

LoanWick · delivered ✓✓

2:00 works for me.

Maria · received

You’re set for tomorrow at 2:00. Cole will give you a call.

LoanWick · delivered ✓✓
Appointment setTomorrow, 2:00 PM · Cole notified · demo
Fictional lead. Simulated activity.

This is a fictional demonstration, not a live customer conversation.

Text back. Keep talking.Two-way conversations with your leads.
Put AI on the phone.Inbound and outbound calls when enabled.
Follow up. Book the next step.Your availability and booking preferences.
Keep using Bonzo.Your leads, messages, and stages stay connected.
What LoanWick does for you

Mortgage lead follow-up.
From hello to appointment.

A texting and calling assistant built around mortgage conversations. LoanWick handles the follow-through, so you have more time to advise borrowers and build relationships.

Text like you know the lead

Start conversations, answer replies, and ask useful questions. LoanWick uses available Bonzo history and your instructions to pick up where the conversation left off.

Make and answer AI calls

Let leads talk with your AI assistant by phone. Enable inbound and outbound calling for approved leads, guide the conversation with your settings, and help them take the next step.

Hear it yourself

Turn interest into appointments

Help interested leads find a time to talk using your availability, booking link, and scheduling instructions. Move the conversation toward a clear next step with you.

Your voice. Your workflow. Your control.

Personalize the tone and instructions, choose the leads and stages to work, and keep Bonzo updated as conversations progress. When you text a lead yourself, LoanWick steps back.

1
ReadHistory, notes, stage, officer settings
2
DecideReply, follow up, update, or stay silent
3
GuardTiming, opt-out, duplication, instruction leak
4
ActSend through Bonzo and record the outcome

Follow up without losing the context

Bring quiet conversations back to life with follow-up in the stages you enable. LoanWick checks for holds, opt-outs, and sending restrictions before reaching out.

Explore AI follow-up features

Comparing your options? Read about our AI agent for mortgage lead follow-up or the AI virtual CLR.

K
Kai · LoanWick
Simulated conversation
No SMS sent
I’m self-employed. Is that a deal breaker?
Not at all. Self-employed borrowers get approved every day; the documentation is just a little different. About how long have you been self-employed?
Almost four years.
That helps. A loan officer can walk through which income documents fit your situation. Would a quick call tomorrow be useful?
Browser sandbox · avoid sensitive informationSame response guardrails
See it for yourself

Try the text.
Hear the voice.

Play the lead. Ask about a refinance, bring up a scheduling question, or say you’re not ready yet. See how LoanWick handles the conversation before deciding what comes next.

  • ✓The public test never texts a phone number or changes Bonzo.
  • ✓Use fictional details—no real borrower information needed.
  • ✓After setup, test your team’s own settings in the private demo.
Test the texting bot Call the bot: 949-691-0086
A clear path to getting started

Set it up.
Make it yours.

Start your workspace on your own, or walk through it with us. Creating an account does not switch on outreach.

  1. Create your workspace

    Start setup for yourself or your team. Already invited by your company? Use your invitation to join its workspace.

  2. Connect and personalize

    Connect Bonzo, choose the leads and stages to work, and add your tone and scheduling preferences.

  3. Test, then get approved

    Try your settings in the private demo. Live outreach stays off until activation is approved.

Create your workspace See how setup works
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…

UTC calendar days · today is partial
Appointments booked—

Conversations with a recorded appointment (booked_at) in the selected period.

Handed to loan officers—

Conversations where the bot yielded and an LO took over (lo_takeover_at).

Prospects handled—

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.

Try a real sandbox conversation
Simple monthly volume pricing

See the cost.
Before you get started.

Every plan includes the full product and every loan officer. Essential, Pro, and Max are monthly subscriptions sized by new leads and active leads — no Mini plan and no per-message rates.

$49Essential · from / month (50 / 250 leads)
$149Pro · from / month (50 / 250 leads)
$1,249Max · from / month (50 / 250 leads)

Commercial plans and model versions are separate choices. Changing a model version does not change your billing plan. Self-service prepaid balances from $200 to $1,000 and automatic refill are planned for the billing rollout. Setup is not active on this website.

Compare plans and calculate cost
Good questions to ask

Questions from
loan officers like you.

You should know what happens before you connect your leads.

Have a different question? Ask us
Is this for me, or just for big teams?

You can set up a workspace for yourself or your company. Team admins can invite loan officers, and each officer can have their own tone, booking link, and instructions within company rules. Already part of a company workspace? Join through its invitation.

Will it start texting my leads right away?

No. Creating a workspace starts setup, not outreach. Connect Bonzo, configure your settings, and test first. Live outreach stays off until activation is approved.

Can I still take over a conversation?

Yes. When you text a lead yourself, LoanWick steps back. You also control which stages allow follow-up, which only allow replies, and which do not send messages.

Do I need to move away from Bonzo?

No. LoanWick is built for Bonzo. It uses available conversation history and works with your existing leads, notes, and pipeline stages.

What will I pay?

Monthly plans start at $49 for Essential at 50 new / 250 active leads, with Pro and Max at the same volume bands. No Mini plan, no per-seat platform fee, and no separate AI-processing charge. Creating a workspace does not charge you. Compare the volume matrix.

Can I try it without contacting real leads?

Yes. The public browser demo does not send SMS or change Bonzo. Use fictional details. Signed-in teams also have a private demo for testing their own settings.

How is borrower information handled?

Connected conversations are processed to provide the assistant’s features. Review our privacy policy for providers and data practices. Keep real borrower records, financial documents, passwords, and API keys out of public demos and inquiry forms.

Let LoanWick start the conversation.
You take it from there.

Book a walkthrough Get started

Your next step

Go at your pace.

Ready to set up, or want someone to show you around? Either works.

I’m ready to explore

Start on your own

Create your workspace and make it yours. Outreach stays off until activation is approved.

Create your workspace
I’d like a hand

Let’s walk through it

Book a 30-minute demo with Ethan. Bring your questions about Bonzo, your workflow, or your team.

Schedule a demo ↗

Rather hear it?

Call the bot: 949-691-0086

Demo preview — audio tuning in progress. Fictional details only. No real bookings or transfers. Carrier charges may apply.

Just have a question?

Send a general inquiry

Ask about fit, pricing, or working together.

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Or email [email protected].

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Questions about LoanWick?

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