Switch manual

Why and how companies switch to Gizmo

A step-by-step guide to evaluating, piloting, and migrating your team to Gizmo. Start syncing with leads today, then migrate when you are ready.

Introduction

Gizmo is purpose-built for converting mortgage leads into closed loans.

Gizmo helps lending teams streamline their sales and origination process, from lead distribution and qualification all the way to managing pipelines, reporting dashboards, and long-term lead nurturing.

Why do teams switch to Gizmo?

Traditional lead management and origination tools suffer from four core problems:

  • They are not built for loan origination

    They require hacking together your own DIY workflows.

  • They lack LO engagement

    Users resist following up and updating CRM records.

  • Coaching and metrics are an afterthought

    It is difficult for managers to impact live calls or find meaningful insights.

  • They do not integrate AI deeply into the workflow

    Loan officers are left with large, error-prone to-do lists.

As a result, teams slow down and lose their speed-to-lead.To regain momentum and originate with speed and focus again, companies are switching to Gizmo.

1. Gizmo is specifically built for lending teams

Most lead management and origination tools are created as general-purpose systems. They offer endless customization options, but they struggle to deliver the specific high-velocity workflows that modern loan origination demands.

Gizmo is different. It is designed and optimized for loan origination workflows from the ground up. From calling and texting to pulling credit and running AUS, every aspect is purpose-built and integrated.

2. Gizmo is optimized for LO engagement

The key function of any lead management or origination tool is communication and coordination between people. It does not matter how many features a tool has if people do not use it.

Teams that migrate to Gizmo from tools such as Salesforce, Insellerate, Shape, or Velocify report higher LO engagement.

  • +18% Lead-to-contact rate
  • 2.0x Faster first-contact
  • +22% Applications started

3. Gizmo is built with coaching and metrics in mind

Loan officers should convert higher the longer they are at your company. Managers should be able to drive this daily without technology getting in the way. Gizmo makes it easy to coach and measure.

4. Gizmo integrates AI directly into origination workflows

AI should naturally amplify your existing behaviors, not force you to adopt new ones. With Gizmo, you can build and deploy AI agents that work alongside you as teammates.

How does the switching process work?

Make sure Gizmo is the right fit for your team before switching with confidence.

The switch to Gizmo can be done in a few days. More commonly, teams opt for an incremental migration and may run a pilot before a complete switch.