Gizmo vs Follow Up Boss
Gizmo is a CRM built for mortgage. Leads, calls, and texts connect to the 1003, pricing, and the loan file, so loan officers don't maintain a second system.
Follow Up Boss is a CRM built for real estate agents and teams. Gizmo replaces it with one workspace for the whole loan: the POS, LOS, pricing engine, and CRM and phone system.
Gizmo is the only origination platform built for both mortgage brokers and lenders, so your system doesn't change when your business model does.
Pipeline views, sequences, and reporting follow loans through application, processing, and closing.
Business numbers, a dialer, texting, and voicemail are included.
AI follow-up uses the borrower's conversations and loan status, not only contact fields.
Start with one team alongside your current tools, connect your lead sources, and move the rest when you're ready. Most teams are live in less than 2 weeks.
Read the migration guide or see the CRM and Phone System page.
Yes. Gizmo covers lead intake, follow-up, calling, and texting, and connects each lead to the application and loan file.
Yes. Realtor referrals, web leads, and online applications all arrive in the same pipeline.
Schedule a demo to see Gizmo with your own workflows.