Gizmo vs RAD CRM

The RAD CRM alternative for brokers and lenders

Gizmo gives loan officers a CRM with calling, texting, and AI follow-up, connected to the application, pricing, and the loan file.

Overview

RAD CRM is a mortgage CRM built for loan officers. 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.

Why teams switch from RAD CRM

Follow-up written for you
Describe a sequence in plain language and Gizmo builds the calls, texts, and emails.
Calls and texts in the CRM
Place calls and send texts from the borrower's record, with every conversation saved.
Grows with your team
Start as one loan officer and grow into a lender with shared queues, on one platform.

Switching from RAD CRM

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.

Questions

Can Gizmo replace RAD CRM?

Yes. Gizmo covers follow-up, texting, and pipeline management, and adds calling, the borrower application, pricing, and the LOS.

Does Gizmo work for a single loan officer?

Yes. Individual loan officers and lenders with shared queues use the same platform.

Schedule a demo to see Gizmo with your own workflows.