Why and how companies switch to Gizmo

A step-by-step guide to evaluating, piloting, and migrating your team to Gizmo — from initial pitch to full deployment. Start syncing with leads today, then migrate when you're ready.

Introduction

Gizmo is a purpose-built for converting mortgage leads into closed loans.

Gizmo helps mortgage shops streamline their sales & origination process, from lead distribution and qualification all the way to managing pipelines, reporting dashboards, and long-term lead nurturing.

Why do teams switch to Gizmo?

Traditional lead management & origination tools suffer from four core problems:

  • They are not built for mortgage origination

    Require hacking together your own DIY workflows

  • They lack LO engagement

    Users resist following up and updating CRM records

  • Coaching & metrics are an afterthought

    Difficult for managers to impact live calls or find meaningful insights

  • They don't integrate AI deeply into the workflow

    Loan officers left with large, error-prone to-do lists

As a result, teams slow down and lose their speed-to-lead. To regain momentum and originate with speed and focus again, companies are switching to Gizmo.

Gizmo is specifically built for mortgage teams

Most lead management & origination tools are created as general-purpose tools (“All-in-one tool for everything”). They offer endless customization options, but are unable to deliver any specific high-velocity workflows that modern mortgage origination demands.

Gizmo is different. It is specifically designed and optimized for mortgage origination workflows from the ground up.

From calling and texting to pulling credit and running AUS, Gizmo streamlines the entire origination cycle. No matter if it's a simple phone call or a company-wide campaign, every aspect is purpose-built and fluidly integrated, so that teams can move with urgency and focus.

Gizmo is optimized for LO engagement

The key function of any lead management or origination tool is communication and coordination between people. It doesn't matter how many features a tool has — if people don't use it, it fails to be an effective source of truth.

While it's often overlooked in other tools, we have found that end-user experience really matters. Making Gizmo fast, simple, and enjoyable to use, pulls people in and encourages them to use the tool more frequently. This higher level of engagement translates to better communication and collaboration, which in turn leads to higher quality output from the organization.

Teams that migrate to Gizmo from tools such as Salesforce, Insellerate, Shape, or Velocify report significantly higher LO engagement. After switching to Gizmo:

  • +18%

    Lead-to-contact rate

  • 2.0x

    Faster first-contact

  • +22%

    Applications started

Gizmo is built with coaching & metrics in mind

Loan officers should convert higher the longer they are at your company. Managers should be able to drive this daily without technology getting in the way.

With Gizmo, managers have a simple, intuitive way to know exactly what is happening on the sales floor. Whether its live impact or longer-term performance tracking, Gizmo makes it easy to coach and measure.

Gizmo integrates AI directly into mortgage origination workflows

AI should naturally amplify your existing behaviours, not force you to adopt new ones. A chat interface pulls you out of your workflow, when really, AI should operate within it.

With Gizmo, you can build and deploy AI agents that work alongside you as teammates. Run outbound together or delegate inbound routing end-to-end.

At its core, the AI is helping to make sure your loan officers are talking to borrowers as much as humanly possible.

Deeply integrated collaboration with AI reduces the impact of routine tasks and helps your team move faster.

How does the switching process work?

Make sure Gizmo is the right fit for your team before switching with confidence.

The switch to Gizmo can be done in a few days. More commonly, teams will opt for a more incremental migration and possibly run a pilot before a complete switch. Either way, use the steps below to get started.