Primary objection: New software? Our CRM / phone system isn't perfect, but "works fine".

Your team may think their current software “works fine”, but the reality is that it's slow and bloated for those who use it most. If you dig into things like your first-contact speed, lead-to-credit conversion, or follow-up cadence, you will likely uncover deep inefficiencies.

The problems with "works fine" tools

Most companies are using a combination of CRMs, phone systems, and other disconnected tools with:

• No single source of truth

  Teams are using a hodgepodge of tools like their CRM, spreadsheets, and custom trackers, leading to inconsistent data and ultimately - confusion.

• Low engagement from Loan Officers

  Clunky and complex tools are so painful to use that teams often work around them, further fragmenting data and blurring manager visibility.

Business impact

These problems with “works fine” tools have very real business consequences:

• Inaccurate data for decision-making

  When work is fragmented across tools, leaders make decisions based on incomplete or incorrect information. They build beautiful reports that nobody trusts because everyone knows the underlying data is incomplete.

• Significant administrative overhead

  Every team has a different process, separately maintained, with customizations that are barely used or abandoned.

• Employee frustration and retention

  Organizations pay for top sales talent, but provide them with tools that constantly frustrate them and keep them from being fully productive.

Gizmo is purpose-built to solve these problems. It's a plug-n-play system loved by modern sales teams.

The Gizmo difference

When customers switch to Gizmo, we see:

• 1.7x

  Increase in credits pulled

  By keeping your phone numbers away from spam lists, beating competitors to the 1st call, and transferring warm leads from AI, Gizmo gives your team more at-bats.

• 3.2x

  Faster first-contact with new leads

  Gizmo's edge network processes leads from your providers in milliseconds and routes it straight to the automated dialer where your team dials instantly.

• 1.4x

  Increase in POS applications received

  Gizmo sends your marketing links faster and at higher deliverability than any other platform. Borrowers fill out online applications at a much higher clip.

Average increase based on data from companies with 1,500+ leads received per month who switch from another CRM to the Gizmo Platform.

The question isn't about how much better Gizmo is — it's how much production is lost each week by sticking with “works fine” tools. Given that sales operations are what drives an organization's revenue, the production gains Gizmo offers would justify this switch many times over.

To build a business case for making the switch to Gizmo, we recommend running a pilot. Record current metrics like Lead-to-Credit, Credit-to-Application, and First-Contact Speed. Then, compare them to the same metrics after 4-6 weeks of using Gizmo with a small subset of your team.

In every case so far, these metrics alone have justified a switch and the added revenue has far outweighed the cost.

Primary objection: Changing software now is too disruptive to the team.

Your sales directors may be hesitant to make the switch, but the move to Gizmo is also an opportunity to move the needle on key metrics with significantly less effort. Migration is your chance to align your sales teams and move forward with intention.

Leverage the migration guide

Gizmo's migration guide provides a clear process to help you migrate with minimal effort. Gizmo is unlike any other platform in that it does not require a ton of meetings and manual effort to switch.

Use some of your current systems

You don't have to utilize every feature of Gizmo right from the start. Start off by using the CRM and phone system. Loan officers can simply pull credit in Gizmo and from that point, they can use their LOS (Encompass or otherwise) to continue working the file.

As they get more experience with Gizmo, they will likely realize it's much faster and much easier to use Gizmo to work up the loan file versus your LOS. Since Gizmo has a 1:1 sync between the two, they can use either one and will end up with the same result.

Objection 2: Reporting on top of our current system is already hard enough. Now I have to figure out a new one?

What really makes a valuable report is quality underlying data. Gizmo not only drastically improves the quality of your business data and sales metrics, but it takes away the manual work of compiling reports and delivers exactly what you need in a ready-to-deliver format.

How Gizmo improves your metrics reporting

Gizmo fundamentally improves your reporting by logging accurate data from all systems in one place.

• Synchronization across systems

  In existing systems, directors are usually pulling data from multiple sources to compile their reports. Since Gizmo automatically weaves these systems together (including phone, CRM, LOS, etc) it only takes a fraction of the time.

• Fine-grained metrics

  Existing systems typically deliver a hodgepodge of quantitative data that sales directors are left to interpret. For example: "John has 4 hours of talk time, but what was that talk time spent doing?" Gizmo unlocks the ability to see exactly what that time was spent on — whether its on the phone with a borrower in-process, a new lead, leaving a voicemail or on the phone with a human.