MMI + BONZO Agent Strategies

This playbook provides loan officers (LOs) with step-by-step guidance on how to use MMI and Bonzo together to grow and manage real estate agent relationships. It walks through four core features—Agent Tracking, Property Monitor, Wallet Share, and Matchmaker—and outlines how to activate each one inside both MMI and Bonzo for streamlined outreach, smarter engagement, and increased deal flow. The strategies prioritize speed, personalization, and consistency in communication, helping users act quickly on listing activity and build trust with agent partners.

Fine Points Discussed:

• MMI + Bonzo Integration
  Set up the MMI Enhanced Webhook in Bonzo to push agent data directly into your CRM for faster outreach.

• Agent Tracking with MMI
  Track buyside and listside agents using your NMLS ID. Organize and tag these agents in Bonzo and use Quick Replies for instant messaging.

• Daily Listing Alerts
  MMI sends daily emails for new listings tied to agents you’ve worked with. Use Bonzo to respond immediately with saved templates and personalized outreach.

• Property Monitor
  Monitor past deal addresses and get alerts when those homes hit the market. Contact the previous borrower and ask for an agent intro. Offer joint marketing assets using Bonzo’s Landing Pages and Campaigns.

• LO Wallet Share
  View what percentage of an agent’s total business you’re earning. Identify opportunities to deepen the relationship and use Bonzo Broadcasts and the Realtor Portal to stay top-of-mind.

• Matchmaker Tool
  Get paired with new local agents based on transaction overlap. Import them into Bonzo and use Pipelines and Routing Groups to automate your follow-up and build out agent journeys.

• Daily & Weekly Action
  The playbook encourages daily use of MMI alerts and weekly follow-ups with new agents through Bonzo’s automated tools to drive consistency and growth.

To access the playbook in PDF format, please click on the attached media below.