Loan Officer Mover Worklist Agent
A recruiter pulls a big geographic list from Bonzo, then manually checks each loan officer against existing contacts. Half are already in the system. Another quarter closed too few loans last year to matter. The rest moved six months ago. Nothing links a prospect to a warm introduction.
A recruiter opens a clean, qualified mover worklist filtered by state and production. Each record shows why it surfaced (moved 18 days ago), trailing production, and who at GoRascal already knows them. Recruiters select the good records and bulk-push into Bonzo. Bonzo runs the campaigns and dials. No manual checking. No crossed wires. No cold calls when a name-drop is available.
Recruiters chase bad lists and miss the highest-intent moment.
A recruiter pulls a geographic list from Bonzo, then manually checks each loan officer against existing contacts.
Bonzo's data sucks. Recruiters can't tell what's converting because a lead cold-called in April shows a conversion in June.
Recruiters open Bonzo to check each prospect against existing LOs, wasting time and risking crossed wires.
Nothing links a prospect to the GoRascal LO who could name-drop and warm-intro them.
A clean mover worklist with warm introductions replaces garbage lists.
Loan officers who just changed firms are the most receptive recruiting moment. This agent surfaces them automatically.
Filtered by your licensed states and trailing-12-month production threshold so recruiters see only real producers.
One clean record per LO, with existing contacts and borrowers already filtered out.
Each mover shows who at GoRascal already knows them, enabling name-drops instead of cold calls.
This agent reads Modex Workforce Data and MMI production records to detect loan officers who changed firms within 60 days. It filters to real producers in your licensed states, de-duplicates across sources, suppresses anyone already in Bonzo or Salesforce, and flags a warm-connection angle: a current GoRascal LO who shares a former employer or market with each mover. Recruiters review the qualified list and bulk-push the good records into Bonzo. No crossed wires. No stale prospects. No cold calls when a name-drop is available.
From mover signal to bulk-push in one workflow.
The agent runs on a schedule to detect recently-moved loan officers, qualify them against your ICP, and prepare them for outreach.
Pull loan officers whose firm-of-record changed within 60 days from Modex Workforce Data (or MMI/NMLS if Modex unavailable). Scope to your licensed states.
Fetch trailing-12-month production (loans and dollars) from MMI and licensing status from NMLS Consumer Access. Apply your ICP filter: licensed states and production threshold.
Resolve records that collide across movement, production, and identity sources into one canonical profile per LO using deterministic matching and lightweight AI for ambiguous cases.
Read your existing LO roster, active recruiting targets, and borrower list from Bonzo and Salesforce. Filter out any matches so the worklist never includes people already in your system.
For each mover, find current GoRascal LOs who share a former employer, branch, or market. Surface the connection so recruiters can open with a name-drop.
Recruiters see a filterable list of qualified movers with production, the mover reason, and warm-connection context. Select records and bulk-push into Bonzo via API. See the count of records pushed.
Modex Workforce Data +
Recently-moved loan officers by firm-of-record change within 60-day window, scoped to your licensed states.
MMI production data +
Trailing-12-month production (loans and dollars, purchase vs. refi) by NMLS ID, via Bonzo API or direct MMI access.
NMLS Consumer Access +
Name, NMLS ID, employer, branch, state licenses for identity and licensing verification.
GoRascal LO roster +
Current LOs with employment history for warm-connection matching.
Bonzo and Salesforce suppression data +
Existing LOs, active recruiting targets, and borrowers to exclude from the worklist.
Detect movers +
Identify loan officers whose firm-of-record changed within 60 days using Modex or MMI/NMLS diffing.
Enrich with production and licensing +
Fetch trailing-12-month production from MMI and state licenses from NMLS Consumer Access.
Apply ICP filter +
Keep only movers in your licensed states and above your production threshold (configurable: loans and/or dollars).
Merge and de-duplicate +
Resolve records colliding across sources into one canonical profile per LO using deterministic matching and lightweight AI.
Suppress against CRM +
Remove any movers already in Bonzo or Salesforce (existing LOs, active targets, borrowers).
Match warm connections +
For each mover, find current GoRascal LOs who share a former employer, branch, or market.
Qualified mover worklist +
Filterable list of recently-moved LOs with production, mover reason, and warm-connection angle.
Bulk-push to Bonzo +
Selected records pushed into Bonzo as prospects or into a campaign via Bonzo public API.
Push count and log +
Count of records pushed and a log of each push for audit and tracking.
Is this for you?
- + Mortgage lenders with recruiting teams - Companies that recruit loan officers and use Bonzo or another CRM to manage campaigns and outreach.
- + Recruiters who need clean prospect lists - Teams frustrated by bad data, manual suppression, and crossed wires in their CRM.
- + Operations focused on warm introductions - Companies where existing LOs refer or warm-intro prospects, and you want to surface those connections automatically.
- - Campaign and dialer management - This agent feeds Bonzo; it does not replace Bonzo's campaigns, dialer, or action buttons. Bonzo runs the outreach.
- - Full LO universe or multiple signals - V1 surfaces only recently-moved LOs. A full directory of every LO and additional signals (bleeding-shop stayers, referral loops) are deferred.
- - Companies without Bonzo or CRM access - This build pushes qualified records into Bonzo via API. If you don't use Bonzo or have API access, the push step requires adaptation.
Scoped build plus usage-based data costs.
This agent is priced as a focused, single-signal build with a thin push layer over your existing Bonzo setup. The build includes the prototype (feature-complete on synthetic data), integration with your data sources, and the scheduled refresh on Railway. Data-API costs (Modex, MMI, NMLS, Apify) are passed through at cost plus 20%.
- Standard flat-fee build (one credit, under 10 hours) for the core mover detection, qualification, de-duplication, suppression, and warm-connection logic.
- Hourly billing ($50/hr) if entity resolution, no-API fallbacks (NMLS-diff, UI scrape), or data-access engineering extends the build beyond one credit.
- Data-API usage (Modex, MMI, NMLS, Apify) billed at cost plus 20% and passed through monthly.
- Confirm Modex availability and Bonzo/MMI API access before kickoff to lock scope and pricing.
What makes a loan officer a 'mover' worth recruiting right now?
A mover is a loan officer whose firm-of-record changed within the last 60 days. This is the highest-intent recruiting moment: they just left their old shop, they are not yet settled, and they are most open to a conversation about joining GoRascal. The agent surfaces these automatically so recruiters can call at the moment it matters most.
How does this agent prevent crossed wires and duplicate work?
The agent reads your existing LO roster, active recruiting targets, and borrower list from Bonzo and Salesforce. Before the worklist reaches your recruiters, anyone already in your system is filtered out. This suppression step ensures you never call someone you already know or someone another recruiter is already working.
What is a 'warm-connection angle' and why does it matter?
A warm-connection angle is a link between a mover and someone already at GoRascal. The agent finds current GoRascal LOs who share a former employer or market with each mover. Instead of a cold call, your recruiter can open with a name-drop: 'I see you worked at [shop] with [current LO name]. He's here at GoRascal now and thought you might be interested.' Name-drops convert better than cold calls.
Does this agent replace Bonzo or my existing dialer?
No. This agent feeds Bonzo; it does not replace it. Bonzo stays your campaign engine, dialer, and action surface. The agent's job is to deliver a clean, qualified mover worklist upstream so your recruiters push only the good records into Bonzo and let Bonzo run the campaigns and dials. You own the outreach execution.
How often does the worklist update with new movers?
The agent runs on a schedule (default daily or weekly, configurable) to detect newly-moved loan officers and add them to the worklist. Each run checks for firm-of-record changes within the 60-day window, enriches with production and licensing, applies your ICP filter, and suppresses against your CRM. New movers appear automatically without manual list-building.
What production data does the agent use to filter movers?
The agent fetches trailing-12-month production (loans closed and dollars) from MMI (Mobility Market Intelligence), which is already bundled into your Bonzo subscription. It filters to movers above your production threshold (for example, at least 12 loans or $4M in the last 12 months). You define the threshold; the agent applies it consistently so recruiters see only real producers.
What happens if a mover is already in my Bonzo or Salesforce?
The agent suppresses them automatically. Before the worklist is shown to your recruiters, the agent checks every mover against your existing LO roster, active recruiting targets, and borrower list in Bonzo and Salesforce. If there is a match, that mover is filtered out so it never reaches your review list. This prevents wasted calls and crossed wires.
How do I bulk-push qualified movers into Bonzo?
The agent shows you a filterable list of qualified movers with their production, the reason they surfaced (e.g. 'moved 18 days ago'), and the warm-connection angle. You review the list, select the records you want to work, and click bulk-push. The agent sends the selected records into Bonzo via API (as prospects or into a campaign) and logs how many were pushed. Bonzo then runs the campaigns and dials.
Ready to replace garbage lists with a clean mover worklist?
Book a call to confirm your data sources, ICP definition, and Bonzo integration. We'll prototype the full workflow on synthetic data first, then connect your live feeds.