How it works
Four steps from a cold lead list to quoted borrowers.
Paste your own token. Your whole book — leads, conversations, tags — syncs in seconds.
Headshot, NMLS, licenses, links, QR code, and up-to-date competitive pricing — all on every card you send.
Pick a sequence. Each step prices that lead and renders their branded quote — cash-out, VA, HELOC, and more.
From your own Gmail and by text, in each lead’s time zone — and it stops the moment they reply.
Everything in one place.
Your leads, your quotes, and your follow-up — one workspace, on top of the accounts you already own.
Your entire Bonzo book, synced in seconds and fully searchable — hundreds of leads or tens of thousands.
Your Bonzo conversations, mirrored. Reply by text or email right where the work happens.
Cash-out, rate & term, VA, HELOC/HELOAN — or a combined card — all branded, in one flow.
Compare three loan options side by side against their current payment — monthly, annual, and lifetime interest saved.
Multi-step drips with merge fields and A/B variants — email and text, timed to each lead.
Your own Bonzo token, your own Gmail, tenant-isolated with per-tenant encryption. Disconnect any time.
Your data stays yours.
ClosedCC runs on top of the accounts you already own. It connects to your book — it never takes possession of it.
Connect with your own credentials and disconnect any time. We never own your CRM.
Quotes and follow-ups go out as you — from your address and your number, never a shared one.
Every account is isolated and its data encrypted with its own key — no one’s book touches another’s.
Your leads and conversations live in your Bonzo, yours to keep. Disconnect and it all stays put.
Request access
Seats are approved by hand. A human reads every request and reaches out — usually within two business days.