Contact Center and Marketing

A mortgage contact center connected to the borrower and loan

Convert opportunities into warm conversations

Call, text, and email from the same workspace your team uses to work the loan, with campaign logic and AI assistance built around mortgage workflows.

Business phone, unified inbox, sequences and AI engagement for mortgage teams. Build campaigns in natural language and route work to humans or AI agents.

Business phone

Run calls with managed phone numbers, routing, call flows, voicemail, and browser-based controls.

Unified inbox

Bring inbound texts, missed calls, email, and voicemail into one queue with the relevant borrower context.

Sequences

Build event-triggered outreach across calls, SMS, and email with execution windows and exit conditions.

AI engagement

Let AI handle sequence responses, qualify intent, schedule callbacks, and transfer ready leads to licensed people.

Business phone

Put the phone system inside the workflow

Make and manage calls from the same workspace that holds the lead and loan. Gizmo connects phone numbers, routing, voicemail, and call controls to the underlying record so conversation history remains useful after the call ends.

Capabilities

  • Give members personal numbers and maintain shared local or toll-free numbers.
  • Place and receive calls from the browser without leaving the loan workspace.
  • Build call flows that route responses to the right team or AI agent.
  • Configure voicemail and retain call activity with the related lead or borrower.
  • Continue calls and borrower communication from Gizmo Mobile when away from the desk.

Unified inbox

Bring every response back into view

Collect inbound SMS, missed calls, and voicemail in one place instead of making the team monitor separate provider dashboards. Each item opens with the available lead, borrower, and activity context so the next response begins with the history intact.

Capabilities

  • Review new text messages, missed calls, and voicemail from a shared inbox.
  • Open the related conversation and activity without searching by phone number.
  • Keep sequence responses connected to the run that initiated them.
  • Carry AI handoffs into the application with the relevant context.
  • Use native notifications and Gizmo Mobile to stay responsive away from the browser.

Sequences

Build outreach around real events

Sequences coordinate repeatable outreach when a lead or loan reaches a meaningful event. Combine calls, SMS, and email with timing, execution windows, and exit rules so follow-up continues without ignoring consent or local calling constraints.

Capabilities

  • Trigger outreach from lead, application, and loan-lifecycle events.
  • Arrange dial, SMS, and email steps with channel-specific senders and timing.
  • Apply execution windows, compliance location, and configurable stop conditions.
  • Pause or exit the owning run when engagement changes the next action.
  • Route direct-mail responses through campaign phone numbers and the same contact-center workflows.

AI engagement

Turn responses into warm handoffs

Choose when AI should continue a sequence conversation and when your team should take over. AI Engagement uses the lead and outreach context to respond, clarify intent, and move a ready person toward a committed callback or live conversation.

Capabilities

  • Define organization-wide engagement policy with sequence-level overrides.
  • Respond to sequence replies without restarting the conversation in another tool.
  • Clarify a lead's intent and preferred way to continue.
  • Schedule a compliant callback or initiate a live transfer when the lead agrees.
  • Hand unresolved or sensitive conversations to a licensed team member with context intact.