CRM & Phone for High-Converting Mortgage Teams

A unified workspace for lead workflows, voice, SMS, and AI agents—built to improve speed-to-lead, contact rate, and pull-through.

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Convert leads faster

Why high-converting teams switch to Gizmo

Lead Flow

Unified Lead Workflows

Work every lead in one place with clear prioritization, statuses, and agent routing. Gizmo enables clear, fast action from LOs with max visibility for managers.

Incoming Call

Mailer Response

Bob Borrower

(999) 999-9999

NewZillow

Phone & Messaging

Integrated Voice & SMS

Click-to-call, inbound/outbound routing, local presence, recordings, IVR, and SMS—fully integrated with lead management.

Bob Borrower sent a message

12 mins ago

I need more cash or the deal is off.

Lenny updated the loan amount

3 mins ago

from $350,000 to $375,000

Lenny called Bob Borrower

just now

12:32

Team Activity

Real-Time Agent Activity

Track every piece of communication and action. Chat, listen, coach or join live calls.

Mortgage Data

Deep Mortgage Integrations

Sync licensing & status updates with your LOS, pull credit directly from Gizmo, and eliminate context switching for LOs and operations.

Korey Leonhard
President at Green Lending

Modern leadflow automation that converts

Gizmo automatically scores, routes, and advances leads so LOs move through the queue without downtime—keeping your floor fast, consistent, and focused on contact.

Conversion-based routing.: Route each lead to the best-suited LO using real performance data and campaign-level insights—no guesswork.
Priority scoring.: Surface high-value and time-sensitive leads automatically so LOs always work the right contacts first.
Next-lead automation.: Move LOs through the queue with zero downtime, creating consistent and fast contact across your entire floor.

Phone & Messaging

Integrated voice & SMS in one system

All calling and messaging happen directly inside Gizmo, tied to the lead record and the LO's workflow. No switching tabs or disconnected tools—just one system for every borrower conversation.

Click-to-call.: Start calls directly from the lead record, with recording and QA handled automatically.
Reputation protection.: AI monitors your phone numbers continuously and rotates them out if they become blocked or flagged.
Inbound routing.: Handle inbound calls intelligently with IVR, skills-based routing, and LO availability—all in the same system.

Contact Rate

By Lead Source

Team Activity

Real-time LO activity and floor visibility

See exactly what every LO is doing in real time—availability, in-call status, queue load, and performance.

Live availability.: Track which LOs are available, busy, in-call, or offline — updated instantly.
Call monitoring.: Monitor active calls with duration, status, and QA indicators in real time.
Floor performance.: See contact rates, call volume, and queue load across the entire team at a glance.

Mortgage Data

Deep LOS syncing and mortgage-native data

Gizmo pulls in loan data, credit, disclosures, and status updates directly from your LOS, giving LOs complete borrower context without switching systems. Every lead stays accurate, up-to-date, and tied to real loan data.

Credit in one click.: Pull and view tri-merge credit directly from the lead record—no separate portals or manual uploads.
LOS syncing.: Sync loan statuses, disclosures, milestones, and borrower information from your LOS so LOs always work with accurate data.
Borrower context.: Surface property data, credit details, loan information, and past interactions in one unified view.
Automated status updates.: Keep every lead up-to-date with automatic status changes triggered by LOS events and borrower activity.
Document visibility.: Expose disclosures, uploaded docs, and LOS-generated files directly inside the lead profile for faster borrower follow-up.
Property data enrichment.: Automatically add valuation, ownership, and property details so LOs can tailor the conversation instantly.

AI outbound

AI outbound that feeds your team ready-to-talk borrowers

Your AI agents engage new leads immediately, qualify them conversationally, and live-transfer warm borrowers to your LOs—often doubling contact rates without adding workload.

Instant engagement.: AI calls new leads immediately, introduces your brand, and starts a natural conversation before the borrower goes cold or shops competitors.
Warm transfers.: When a borrower is ready to talk, AI transfers the call live to the next available LO, delivering a steady stream of ready-to-talk conversations.
Full transparency.: Managers see every AI call, transcript, and outcome in real time, with the ability to monitor performance and optimize the funnel.

Hey there Bob! This is Alex from ABC Lending. I'm looking at the application you just submitted online and it looks great so far! Available now to go over options?

Not interested

I hear you, Bob. It looks like you initially needed some cash for a new roof. What changed? Can I take 4 minutes to quickly go over how we can help?

Give me a call I have a couple mins

Sounds good, Bob. Calling now!

Hello?

Hey there Bob, it's Alex. I've got my licensed loan officer joining us on the line any moment. In the meantime, can you tell me a little more about your roofing project?

Yea I just need about 40k to get a metal roof put on.

Definitely sounds doable based on the information you submitted, Bob! My licensed loan officer, John, is on the line now. You're in great hands!