Built for Retail Mortgage Teams
Give retail LOs a clearer workflow, better borrower context, and faster follow-up — all in one system built for day-to-day execution.
Follow-Up
Where retail teams lose efficiency
Retail LOs juggle long-term borrowers, partners, and in-process loans — yet most systems don’t centralize tasks, follow-ups, and borrower communication in a single workflow.
Gizmo is the first tech decision we don't regret. Our team finally has a system built for conversion.
Retail loan officers operate with long timelines and high-touch relationships, but their tools rarely support that reality. Borrowers move slowly, partners need consistent communication, and in-process loans demand timely follow-up—yet everything lives across different systems.
Tasks fall through the cracks. Borrower context gets lost between CRM entries, LOS updates, and email threads. And without a unified workflow, even strong LOs spend too much time searching for information instead of moving loans forward.
The result is predictable: slower response times, inconsistent borrower experience, and missed opportunities that should have been easy wins.
How Gizmo helps retail teams
- Centralized borrower communication
- Calls, texts, tasks, and notes all live in one place — tied directly to the borrower.
- Borrower context instantly available
- Credit, property data, LOS milestones, and past interactions surface automatically.
- Better partner responsiveness
- One place to manage realtor referrals, partners, and follow-ups.
- Workflow alignment across branches
- Statuses and triggers keep borrower journeys consistent everywhere.
- Centralized follow-up
- All tasks, notes, and borrower communication in one place.
- Unified calls, SMS, and notes
- Every borrower interaction captured in a single workflow.
- Partner & referral visibility
- Track and respond to realtor and partner referrals easily.
- Borrower context surfaced automatically
- Credit, milestones, property data, and past interactions appear instantly.
- Clean LOS-driven workflows
- Statuses and triggers align borrower journeys across branches.
- Improved borrower experience
- Faster follow-up with clearer context at each step.
Execution
Built for day-to-day LO execution
Retail LOs get clearer follow-up, better borrower context, and one place to manage communication and tasks.
Retail outcomes with Gizmo
- More LO follow-through
- 30–50%
- Faster borrower response
- 25%
- Better partner responsiveness
- 100%