You’ve almost certainly heard the term. AI Agents or Agentic AI - the next frontier of artificial intelligence that companies everywhere are eager to adopt.

With our latest release of Gizmo Agents, we’re giving lenders an easy path to being among its first adopters.

What is Agentic AI?

AI Agents are very different from the standard AI chatbots you’re probably used to. Agents have 4 unique capabilities:

1. Perceive - Pull data (including credit reports) to use in conversation.
2. Reason - Analyze which tools to use based on the conversation and desired outcome.
3. Act - Transfer calls or update CRM records with lead scores and notes.
4. Learn - Self-evaluate and improve based on past conversations.

These capabilities allow agents to convert your leads and reach outcomes at rates never before possible.

A quick-but-powerful boost to your production

You can use Gizmo Agents to accomplish almost any outcome, but we expect that most commonly, you’ll use them to drive sales conversion. With AI agents engaging your leads in relevant, human-like conversation, you can unlock a new funnel of warm leads for your Loan Officers. These agents can make the first contact or re-engage with aged leads - then seamlessly transfer the borrower to your LO’s.

Simple to set up, easy to customize

From onboarding to deployment, it won’t take you more than 30 minutes to get your first agent up and running. You can create as many campaigns as you want - either let them run with default settings or customize each to your liking.

Integrate with any existing setup

Gizmo Agents is a standalone product that can be seamlessly integrated with your existing CRM + phone system. Optionally, you can take advantage of the full Gizmo platform for an even tighter, purpose-built integration.

Here are a few benefits specific to customers using the full Gizmo platform:

• Your AI will have full context of every phone call made between your LO’s and borrowers.
• You can use the AI-generated scoring, objections and notes in your dialer logic.
• You have combined UI for managing your AI Agent Network, CRM and Contact Center.

Success-based pricing

One of the biggest challenges with similar products is the pricing model. With Gizmo Agents, the pricing model is centered around success. In other words, you pay when your agents reach the desired outcome, i.e. a live transfer.

Getting started

To get started, reach out to us for a demo. When we’re done showing you everything Gizmo Agents can do, we’ll set you up with a free account and let you go back and forth with the AI agents on your own time to get a feel for how they work.