Your workflows, system-enforced across sales and ops.
Guided by AI.
Built for modern mortgage teams.
AI Transfer
Bob Borrower
(999) 999-9999
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Send a custom SMS
Schedule a closing date
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Lead routing, prioritization, and AI-driven outbound work together so LOs engage borrowers immediately and no lead falls through the cracks.
All calls, texts, updates, and alerts live in one inbox and stay in sync across web and mobile for clear, timely communication.
Live floor visibility, call monitoring, and coaching tools help managers ramp new hires faster and keep top LOs productive.
Reduce rework and prevent loan implosions
System-enforced guidelines, automated checks, and LOS integrations catch issues early so files move forward clean and complete.
“Gizmo is the first tech decision we don’t regret. Our team finally has a system built for conversion.”
Migrated From:
The easiest way to shorten cycle times and eliminate rework.
Secure SSO instantly connects Gizmo to your organization. No setup, no user provisioning.
Get a dedicated intake URL. Share it with your lead providers and you are live.
Gizmo runs alongside your LOS, syncing data in the background while your team works in real time.
Centralize borrower communication
Keep every call, text, and borrower update inside the record so the next step is clear for both sales and operations.
By Lead Source
Unify the lead process and the loan process
Give loan officers and operators the same borrower record, with LOS milestones, documents, credit, and property data surfaced where conversations happen.
ICE Mortgage Monitor reported average purchase loans closing in 40.3 days in May 2025, while the CFPB still tells borrowers to compare multiple lenders. Gizmo keeps credit, milestones, documents, and borrower context in one place so your team can move quickly without working blind.
Multiply sales skill across your floor
Give managers live floor visibility, clearer coaching moments, and a cleaner view of who is moving pipeline forward.
Generate additional at-bats for your team
AI agents engage new leads immediately, qualify intent in natural language, and warm-transfer ready borrowers to your LOs so contact coverage expands without adding more manual follow-up.
The strongest mortgage teams win by reaching borrowers quickly, keeping follow-up disciplined, and moving files forward with less rework.
The Mortgage Bankers Association expects about 5.8 million single-family loans and roughly $2.2 trillion in 2026 single-family originations. Meanwhile, the CFPB still advises borrowers to contact at least three lenders, and Freddie Mac says rate shopping can save about $600 to $1,200 per year. When borrowers compare that aggressively, speed, context, and disciplined follow-up become operating requirements.
The Harvard Joint Center for Housing Studies reported that the monthly payment on a median-priced home reached $2,570 in 2024 and required about $126,700 in annual income to afford. ICE also reported average purchase loans closing in 40.3 days in May 2025, the fastest May in its dataset. In a tighter affordability window, every avoidable handoff costs conversion.
Gizmo's internal migration data tells a similar story. In the Switch manual, teams moving off legacy mortgage CRM stacks reported the lifts below.
+18%
Lead-to-contact rate
Observed in teams migrating from legacy mortgage CRM and dialer stacks.
2.0x
Faster first contact
System-enforced routing and next-lead progression reduce response lag.
+22%
Applications started
Higher LO engagement and cleaner borrower handoffs create more at-bats.
“The combination of lower mortgage rates and flat home prices has helped affordability conditions improve.”
“First-time homebuyers continue to face affordability headwinds.”
5 out of 5 stars
“Working with 10,000+ new leads each month, every minute matters. Gizmo gets us in front of borrowers faster and creates more live conversations for our team — without adding to anyone's workload.”
A unified system for leadflow, calling, warm transfers, and LOS data.
Fast deployment. Zero disruption.
We handle LOS setup, call routing, lead-source mapping, and rollout sequencing so your team can launch quickly without disrupting daily production.
We configure LOS sync for you.
Gizmo connects to your LOS, credit provider, and property data sources with minimal lift from your IT team.
LOs onboard in under an hour.
Simple, intuitive workflows mean your team is productive immediately.
Numbers and routing handled.
We migrate or provision numbers, set up IVR, and configure routing so your floor is ready on day one.
Full transparency.
Managers see every AI call, transcript, and outcome in real time, with the ability to monitor performance and optimize the funnel.
FAQ
These are the questions teams usually ask when they are replacing a stitched-together CRM, dialer, and LOS workflow with a single execution layer.
Gizmo improves loan conversion by enforcing immediate lead routing, structured follow-up, live calling, and LOS-aware borrower context in one workspace. Teams spend less time switching systems and less time letting warm leads sit.
No. Gizmo runs alongside the LOS, syncing milestones, disclosures, borrower details, and loan status so sales and operations stay aligned without replacing the system of record.
Yes. Teams can run Gizmo with human-driven workflows first, then add AI outreach, qualification, and warm transfers where it fits the process.
Gizmo is best for high-velocity mortgage teams that buy or route meaningful lead volume, care about speed-to-lead, and want system-enforced follow-up instead of loose CRM tasks.
Get a personalized walkthrough of how Gizmo tightens speed-to-lead, borrower follow-up, and sales-to-ops handoffs for high-volume mortgage teams.
Learn how to grow your business with our expert advice.
Jake Klinehamer
Jake Klinehamer
Jake Klinehamer
