Solutions

Mortgage CRM workflows matched to how your team actually operates

Browse the workflows Gizmo supports across consumer-direct, retail, marketing, and operations teams. Each page maps the specific pain points, data needs, and rollout motion for that audience.

Consumer-Direct Teams

Built for Consumer-Direct Mortgage Teams

Built for lead-heavy teams that depend on speed-to-lead and outbound performance.

Marketing Teams

Built for Mortgage Marketing Teams

Increase ROI on paid leads and unify reporting across campaigns.

Operations Teams

Built for Mortgage Operations Teams

Reduce friction, clean up messy workflows, and improve loan quality.

Retail Teams

Built for Retail Mortgage Teams

Improve follow-up, borrower context, and LOS-driven workflows across branches.