Switch / Pitch guide
Why Gizmo?
You recognize that Gizmo is a more modern and effective way to originate. Here is how to help everyone on your team see it too.
Primary objection: New software? Our CRM or phone system is not perfect, but it works fine.
Your team may think their current software works fine, but the reality is that it is slow and bloated for those who use it most. First-contact speed, lead-to-credit conversion, and follow-up cadence often reveal deep inefficiencies.
The problems with works fine tools
Most companies use a combination of CRMs, phone systems, spreadsheets, and disconnected trackers.
- No single source of truth
Fragmented systems create inconsistent data and confusion across the team.
- Low engagement from loan officers
Clunky tools are painful enough that teams work around them, which further fragments manager visibility.
Business impact
- Inaccurate data for decision-making
Leaders make decisions from incomplete reports that nobody fully trusts.
- Significant administrative overhead
Every team has a different process, separately maintained, with customizations that are barely used.
- Employee frustration and retention
Organizations pay for top sales talent, then give them tools that slow them down.
The Gizmo difference
When customers switch to Gizmo, we see:
- +18% Lead-to-contact rate
- 2.0x Faster first-contact
- +22% Applications started
The question is not only how much better Gizmo is. It is how much production is lost each week by sticking with tools that only work fine. We recommend running a pilot and comparing current metrics against the same metrics after 4-6 weeks on Gizmo.
Primary objection: Changing software now is too disruptive to the team.
The move to Gizmo is an opportunity to move key metrics with less effort. Migration is your chance to align your teams and move forward with intention.
Leverage the migration guide
Gizmo's migration guide gives you a clear process to migrate with minimal effort. Gizmo does not require a long run of meetings and manual setup to switch.
Use some of your current systems
You do not have to use every Gizmo feature on day one. Start with the CRM and phone system. Loan officers can pull credit in Gizmo and continue working files in the LOS while the rest of the workflow comes online.
Reporting gets easier when the source data improves
Gizmo logs accurate activity from all systems in one place, so sales directors spend less time compiling reports and more time coaching the team.
- Synchronization across systems
Phone, CRM, LOS, and lead workflow data are woven together automatically.
- Fine-grained metrics
See what talk time was spent on, whether the borrower was in-process, a new lead, a voicemail, or a real conversation.