Connect. Convert. Close.

Turn your strategy into execution with system-enforced lead management, follow-up, and loan workflows.

30yr Conv.
5.375%
740
28.00%
75.00%
36.00%
$2,500
$1,235
A/EPIW
Gizmo AI sent an SMS
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Hey there Alice! It's Alex with ABC Loans. Just received the application you submitted online. Everything looks great so far! Have a few minutes to go over options?
Alvin Apptaker left a voicemail
·

06:03

Alice Firstimersubmitted an application to Zillow
·

A new species of mortgage tool. Purpose-built for modern teams with AI workflows at its core, Gizmo sets a new standard for originating mortgages.

Lead Engagement

Connect with more leads

Turn more of the opportunities you already generate into real conversations - whether they come from web leads, past clients, or direct mail responses.

AI Follow-Up
In-House Direct Mail
Lead Routing
Sales Performance

Convert more conversations

Give managers and loan officers better visibility into what’s happening on calls - and the coaching tools to turn more conversations into funded loans.

Call Transcription
AI Sales Coaching
Live Monitoring
Loan Execution

Move more loans to close

Keep files from stalling with cleaner handoffs, workflow enforcement, and operational guardrails that keep the team aligned.

Loan Workflows
Team Handoffs
Operational Guardrails

Make borrower engagement self-driving

Run and enforce the exact outreach that converts. Combine AI and human follow-up across calls, texts, and email.

1.0Engage

Inbound lead received

Human Call (Custom Voicemail)

Canned SMS

40 mins later

Human Call (No Voicemail)

Canned Email

2 hrs later

AI Call (No Voicemail)

15 mins later

AI SMS

Next morning

Human Call (Priority queue)

AI SMS (Rate update)

Day 2

AI Email (Personalized follow-up)

AI Call (Live transfer)

Day 4

Direct Mail (Handwritten card)

Guaranteed Adherence

You set the rules. Gizmo enforces them. LOs simply press a button to start working, and every borrower gets the same follow-up every time.

Context-Aware

Your AI agents, just like your LOs, can see the full conversation history with each borrower across all channels. They actively use this information to create conversations.

Fully Mobile

The mobile app keeps your LOs available wherever they are. Your AI agents can be working leads and making warm transfers while LOs answer from their phones.

Adopt at your own pace

Build cadences with 100% AI, no AI, or mix and match human and AI outbound as you monitor results. Gizmo is the first platform that allows you to interweave both.

Compliant without setup

State licenses are synced with the NMLS in real-time. TCPA is enforced at the platform level, with high-precision geolocation of borrower residences.

Nurture forever

You don't need to stop once you make contact. Build cadences for any period of time in the future to make sure leads are recaptured and re-engaged at the perfect time.

Develop top-producing loan officers

Train and coach with highly-relevant call clips and insights. Skip to the conversations that matter and deliver fast, efficient feedback.

2.0Convert
Call Intelligence

Move loans forward across sales & operations

Move your LOS to the background. Work on loans collaboratively using a fast, modern system that keeps everyone aligned and compliant.

3.0Close

Built for the Future.
Available Today.

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Frequently Asked Questions