Say goodbye to spending hours emailing, calling and texting just to start a conversation. Bonzo automatically follows up for you until they’re ready to talk.
Our Conversation-Forward CRM
Grow your business. Get your time back.
Campaign Builder
Personal, customized outreach at scale
Features:
Ad Builder
Super-simple Google & Facebook ad creation
Messaging
Lively notes by voice, video & text
Pipelines
Organize your sales process
The Marketing Dashboard
NAF’s comprehensive dashboard helps with your multichannel marketing efforts. Your customizable loan officer website helps drive leads directly into your sales funnel, while custom videos and our extensive library of co-brandable materials keeps your audience engaged. So, you can spend more time growing your business.
Collateral Site
Select your format, cobrand with your agent and download your marketing in minutes.
Flyers
Postcards
Presentations & Flipbooks
Booklets & Brochures
Social Media
Access to a library of endless social media assets
Monthly educational classes
Industry content suggestions
- Reel ideas, captions, graphics
General account support
Loan Officer & Branch Websites
Customize your bio, videos, background, products, team members & more!
Automatically optimized with google my business for better search rankings.
Custom Video Generator
Reach your audience with on demand, customized branded or cobranded videos.
Extensive video library allows you to drill down to your niche market.
Easily share on social media, email, or download and share.
Short Code & QR Code
Use your custom Short Code and/or QR Code and begin building your lead funnel. Both give your clients access to your website and digital application. Share with your referral partners to give them access to learn more about you and have your contact information at their fingertips.
e.g Text #RICKLOANS to 51614
- Client then receives application via text
Stay Top of Mind Agent Tools
Keep your buyers in the loop with loan status updates and drip email campaigns that can be co-branded with partner real estate agents.
NAF keeps its loan officers at the forefront before, during, and after the deal closes. LOs and their partners appear on mortgage statements for the life of the loan.
Co-branded post-close email campaigns
Co-branded mortgage statements
Co-branded marketing
Co-branded closing cards
Features
Control & Visibility Every Step of the Way for Our Partners
NAF values our real estate agent partners. That’s why we built NAF Connect, which provides agents with clear visibility into the status of a client’s loan throughout the entire process. That helps ensure happy clients for you and your partners.
Real-time and on-demand loan status updates, customizable alerts
Agents can make referrals to loan officers who understand their clients’ needs
Download and edit pre-approval letters on the go
See when a loan will fund
NAF Leads
Opt-in to have live inbound borrower leads transferred directly to your phone. Rings through on your mobile device as a Hot Lead. If you’re busy, don’t worry, our Call Center will answer the borrower call so the lead isn’t lost.
Automated Client & Agent Reviews
Reply to reviews, resend requests
Share reviews on social media
Request custom review graphics
Bonus: 5 star customers are also asked to leave a review on your google my business!
Event Support
Event strategy & promotion support
Creation of event artwork: print, social, web banners
Presentation materials
Merch & booth item design & support
Niche Marketing
Builder Pro?
Network of Financial Planners?
Community Hero?
We know that every Loan Originator is different. We want to understand how you run your business and give you every tool we can to ensure you succeed.
Looking to go the extra mile with tech?
Take advantage of NAF’s partnership subscriptions for these platforms.
Interested to learn more? Schedule a Marketing Demo Today.
