Automation
Effortless Automation
With Gizmo, it's never been easier to automate your lending workflows. Send out automated marketing that automatically funnels people towards the end goal of getting on the phone with your team.
Marketing funnels
Our no-code automation builder makes it simpler than ever to automate your marketing. Send unlimited texts and emails at your desired cadence, complete with dynamic content to engage the borrower and get them on the phone with an agent.
Conversion metrics
View real-time analytics on your marketing campaigns. See how many people are engaging with your marketing and how many are converting.
Compliance automations
Automatically send compliance documents when regulation milestones are reached. Example: send a disclosure when someone is denied within 30 days of their application.
Seamless Point of Sale integrations
Regardless of your POS, Gizmo includes one-click integrations to automatically route new applications into Gizmo. You can automate the process like so:
- The borrower fills out an application on your website / POS
- A lead is automatically created in Gizmo and given priority in the dialer
- The borrower is called instantly by the agent
- Gizmo automatically assigns the file to your agent in your POS