Originate faster, without friction.

Coordinate phone, CRM, and mortgage ops without changing your sales motion. Fewer clicks, fewer handoffs, more closings.

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Unlock true autonomy

Break the cycle of integration meetings

Connect your systems directly instead of waiting on third parties to build bolted-on solutions.

Leads

Self-Driving Lead management

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

Conversations

Integrated Voice & SMS

Simplify the way your LOs communicate with their borrowers.

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

Floor

Real-Time Agent Activity

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

Origination

Mortgage Ops as a First Class Citizen

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

Korey Leonhard
President at Green Lending

Leads

Automate your marketing funnel

Align your team around a unified cadence. Keep your sales 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.
Priority scoring.: Surface high-value and time-sensitive leads automatically so LOs always work the right contacts first.
Engagement escalation.: Tag leads for instant follow-up when they engage with your website or POS.

Conversations

Centralize borrower communication

Keep every call and text where the work happens, tied directly to the loan and the LO's workflow.

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.
Mobile app integration.: Use our mobile app to communicate with borrowers on the go. Synced in real time with the web app.

Contact Rate

By Lead Source

Origination

Unify the lead process and the loan process

Empower your team to take action from the same place they communicate. Eliminate context switching and keep your LOS in the background.

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.

Floor

Multiply sales skill across your floor

Drive consistent outcomes with real-time visibility and clear intervention points.

Monitor live calls.: See exactly what's going on across your sales floor in real time.
Take control of sales.: Chat, coach, or join live calls to move deals forward.
Floor performance.: See contact rates, call volume, and queue load across the entire team at a glance.

AI outbound

Generate additional at-bats for your team

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.