Connect. Convert.
Close.Connect. Convert.
Close.
Gizmo is the execution layer your mortgage tech stack is missing.
Lead engagement, follow-up, and loan workflows - all in one place.
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.
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.
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.
Move more loans to close
Keep files from stalling with cleaner handoffs, workflow enforcement, and operational guardrails that keep the team aligned.
Borrower engagement that drives itself
Run and enforce the exact outreach that converts. Combine AI and human follow-up across calls, texts, and email.
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 producers who convert tough files
Train and coach with highly-relevant call clips and insights. Skip to the conversations that matter and deliver fast, efficient feedback.
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.
“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.”
Korey Leonhard
President, Green Lending
“Gizmo is the first tech decision we don’t regret. Our team finally has a system built for conversion.”
Scott Wirtanen
Owner, Honest Rate
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Built with early lender partners. Now available to additional teams.
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