Built for Mortgage Operations Teams
Accurate data, clean workflows, and LOS-driven automation — so your production stays smooth end-to-end.
Workflow Gaps
Where operations teams get bottlenecked
Most front-end systems aren’t built for mortgage operations. Data falls out of sync, follow-ups get missed, and LOs lack real borrower context — creating downstream cleanup and efficiency loss.
Gizmo is the first tech decision we don’t regret. Our team finally has a system built for conversion.
Operations teams are responsible for consistency, but fragmented systems make it nearly impossible to enforce. Workflow, phone, LOS data, and follow-up tools all operate independently, creating blind spots everywhere.
Managers can't see which LOs are available, who's in-call, how the queue is moving, or where follow-up is breaking down. When something slips, it's often discovered hours—or days—too late to correct.
Without unified visibility and predictable execution, performance relies entirely on individual habits instead of a repeatable process.
How Gizmo helps operations teams
- Accurate borrower data
- Gizmo syncs with your LOS, credit provider, and property data sources — all automatically.
- Workflow consistency
- Lead statuses, milestones, and LOS-driven triggers keep every file progressing cleanly.
- Task and follow-up consolidation
- Every LO task, borrower update, and communication lives in one place.
- Team visibility
- See LO availability, in-call status, and workflow progression with zero manual check-ins.
- Accurate LOS-driven data
- Loan statuses, borrower details, and milestones stay synced automatically.
- Standardized workflows
- Consistent statuses and automated triggers keep files moving cleanly.
- Unified task & follow-up view
- Every LO task, update, and communication lives in one system.
- Real-time LO visibility
- Know exactly where bottlenecks or delays occur.
- Full borrower context
- Credit, property data, and interaction history all visible instantly.
- Reduced downstream cleanup
- Cleaner front-end workflows lead to fewer processing issues.
Workflow Quality
Designed for operational efficiency
Clean data, consistent workflows, and automated updates reduce downstream work and improve loan quality.
Operational improvements with Gizmo
- Reduction in manual data cleanup
- 90%
- Faster processing transitions
- 50%
- Follow-up accountability
- 100%