Built for Consumer-Direct Mortgage Teams
High-speed lead engagement, unified calling, and AI outbound — built to increase first conversations and maximize funded loans.
Speed-to-Lead
Where consumer-direct teams lose deals
Consumer-direct floors thrive on speed — yet most systems slow reps down with disjointed lead flow, slow engagement, and poor visibility. The result: missed first conversations and rising acquisition costs.
Gizmo is the first tech decision we don’t regret. Our team finally has a system built for conversion.
High-volume consumer-direct floors are fast, relentless, and unforgiving. When leads stack up, even small inefficiencies compound—slow routing, inconsistent follow-up, or scattered systems can cost dozens of first conversations per day.
Most teams never get a truly accurate picture of how leads are being worked. Contact rates fluctuate by shift, LOs lose time bouncing between tools, and managers end up reacting to problems instead of preventing them.
The result is predictable: money is spent, leads hit the floor, but the process breaks down before the borrower ever talks to an LO.
How Gizmo helps consumer-direct teams
- Instant lead engagement
- AI engages new leads immediately through natural conversations and hands warm borrowers directly to your LOs.
- Unified calling & SMS
- Click-to-call, recordings, local presence, inbound routing, and SMS all live inside the same workflow.
- Conversion-based lead routing
- Send every lead to the best-performing LO based on campaign-level performance and real metrics.
- Real-time LO visibility
- See availability, call status, queue load, and talk time to keep your floor aligned and productive.
- Instant AI engagement
- AI reaches new leads immediately to increase first conversations before competitors do.
- Zero-downtime queue progression
- LOs move through leads automatically for consistent speed-to-lead.
- Unified CRM, calling & SMS
- Every conversation happens in one system tied directly to the workflow.
- Conversion-based routing
- Leads are automatically routed to the LO most likely to convert them.
- Real-time floor visibility
- Availability, queue load, and call status shown live.
- LOS-driven borrower data
- Accurate loan and borrower context pulled in automatically.
Floor Performance
Built for high-volume consumer-direct floors
Everything in Gizmo is designed to increase first conversations and keep your floor moving consistently.
Proven impact for consumer-direct teams
- More first conversations
- 2x
- Faster speed-to-lead
- 40–60%
- More LO talk time
- +30–50%