Mortgage CRM and Phone System
Replace your CRM, dialer, business texting, and drip campaigns with one workspace. Keep every conversation attached to the borrower and loan it belongs to.
Can we lock today?
Missed call
Voicemail, 0:42
Sent my paystubs
Thanks, talk tomorrow
Can we lock today?
Yes. I'm sending the lock confirmation now.
Great, thank you!
Bring texts, missed calls, voicemails, and emails into a single queue. Reply with the borrower's history and loan in view.
Call | Immediately |
Text | After 5 minutes |
Email | 9:00 AM |
Describe the follow-up you want and get calls, texts, and emails on a schedule. Stop automatically when a borrower replies.
New Web Lead
| David Chen | Zillow |
| Priya Shah | Realtor Referral |
| James Wright | Website Chat |
Turn sequence steps into a shared call queue. Dial the next lead and route each answer to an available loan officer.
Can someone call me today?
Is 3:30 PM good for a call?
That works
Today, 3:30 PM
Deploy an AI agent to answer replies, clarify intent, and book callbacks. Join every conversation with the full history.
| Calls | 9:00 AM – 8:00 PM |
| Texts | 9:00 AM – 8:00 PM |
| Time Zone | Borrower's |
9:42 PM in Phoenix
Set calling windows and suppression rules once. Hold every call, text, and email until it's allowed to send.
Connect any lead source and assign each lead to the right loan officer or team, with its source kept.
Build views for new leads, assigned borrowers, or loans that need follow-up.
Connect lead sources and team activity to applications and closed loans.
What is a mortgage CRM?
A mortgage CRM tracks leads, borrowers, and follow-up from first contact to closing and beyond. Gizmo's CRM connects each relationship to its calls, texts, application, and loan file.
Do I still need a separate dialer or phone system?
No. Gizmo includes business numbers, inbound and outbound calling, a dialer, SMS, voicemail, and call flows, replacing tools like Velocify or Ricochet360.
Can Gizmo replace Bonzo, Follow Up Boss, or Insellerate?
Yes. Gizmo covers lead intake, routing, sequences, texting, and reporting, and continues each lead into the application, pricing, and LOS.
Can I keep my phone numbers?
Yes. You can port existing numbers to Gizmo or provision new ones, and our team assists either way.