Elevates Your Status: Moves you from just another transactional Loan Officer to a highly trusted advisor. You stop trying to "sell" them a product, and start showing them their optimal financial path. Increases Professionalism: Generates polished, high-end, client-facing reports in just a few minutes, giving your presentations an elite edge over the competition. Saves You Hours: Converts your borrowers' tedious manual math questions into instant, answers, giving you valuable time back to focus on revenue-generating activities. Saves More Deals: Visual comparisons let you easily map out and pinpoint the absolute best financial options for your clients, stopping hesitancy before it stalls your pipeline. Builds Trust: Transforms dry number-crunching into a clear, visual consultation that helps borrowers easily digest complex loan scenarios. Proves Value: Clearly demonstrates the long-term wealth and tangible financial benefit of a mortgage, giving clients total confidence in their homeownership journey.

It must be desktop / laptop with either: Microsoft Windows OS Windows 10 Windows 11 and one of the following: Microsoft Excel version: Microsoft Excel 2010 SP2  (32/64 bit) Microsoft Excel 2013 SP1 (32/64 bit) Microsoft Excel 2016 (32/64 bit) Microsoft Excel 2019 (32/64 bit) Microsoft Excel 2021 (32/64 bit) Microsoft Office 365 Excel Make sure that you have installed the latest service packs and updates. What does NOT work: ALL apple products ALL smart phones ALL tablets

No, LoanGizmo does NOT work on any Apple products.

LoanGizmo is built exclusively for PC desktops and laptops to support high-performance processing. To maintain data integrity, the system is not designed for mobile phones, tablets, or any Apple products.

Following your free trial, your LoanGizmo license provides full, unrestricted platform access for one calendar year from the date of purchase.

LoanGizmo is a standalone desktop program that operates independently without connecting to any external LOS, AUS, or pricing engines. Because it is not a web-based app, you can securely access the platform and run calculations entirely offline without an internet connection.

LoanGizmo is a customized forecasting application that generates projections based entirely on user-inputted data. It does not feature a qualification engine or connect to lender guidelines, and it should not be used to qualify borrowers. Instead, it offers full customization, empowering you to build tailored reports and financial projections that align precisely with your borrower's specific goals.

This software does not, under any circumstances, replace or substitute for mandatory legal disclosures. In accordance with TRID regulations, Loan Officers must always deliver the official Loan Estimate (LE) and Closing Disclosure (CD) as required by law. LoanGizmo is strictly a financial forecasting tool and does not generate official compliance documentation.

Nothing is 100% accurate, LoanGizmo provides advanced financial forecasting that is fundamentally driven by the data you input. Because long-term projections involve dynamic variables controlled by the user, alongside standard mathematical rounding and baseline market assumptions, outcomes will naturally shift based on your unique scenarios. While we maintain rigorous standards to ensure calculation precision, no future-facing model can guarantee absolute certainty. LoanGizmo operates as a strategic estimation tool, designed to illuminate the optimal financial path based entirely on the logic, variables, and parameters you provide.

Contact Support:

Your LoanGizmo license is hardcoded exclusively to your designated Computer. To protect data integrity and system security, the platform is restricted to a single device. The unique activation key binds directly to your specific computer hardware configuration and cannot be transferred, shared, or installed on multiple workstations.

While we do not operate on a rigid update schedule, you can generally anticipate one major system update per year. Additionally, our team continuously monitors performance; should any system bugs or glitches be identified, an updated version will be issued to you immediately after the fix.

Upon completing your trial download and paying for your annual licensing fee, your LoanGizmo platform access key will typically be delivered via email within 24 to 48 hours. Please note that during periods of exceptionally high volume, processing and fulfillment may take up to 72 hours.

No, other than: It must be desktop / laptop with either: Microsoft Windows OS Windows 10 Windows 11 and one of the following: Microsoft Excel version: Microsoft Excel 2010 SP2  (32/64 bit) Microsoft Excel 2013 SP1 (32/64 bit) Microsoft Excel 2016 (32/64 bit) Microsoft Excel 2019 (32/64 bit) Microsoft Excel 2021 (32/64 bit) Microsoft Office 365 Excel Make sure that you have installed the latest service packs and updates. What does NOT work: ALL Apple products ALL smart phones ALL tablets

No, EVERYTHING is included!

LoanGizmo operates completely independent of the internet, allowing you to securely access the platform and run full calculations entirely offline. Please note, however, that an active internet connection is required for the initial software installation and license activation on your computer.

Each LoanGizmo license is valid for one specific user on a single computer workstation. If you require deployment across two separate devices, you must purchase two individual software licenses.

Because LoanGizmo is a standalone desktop application rather than a cloud-based service, each license is securely tied to your specific computer hardware. In the event of catastrophic device failure, the software license cannot be transferred and a new license must be purchased. We strongly recommend regularly exporting and backing up your generated client PDF reports to an external drive or cloud storage to ensure your business records remain intact.

1-year from purchase date.

YES, Enterprise-level discounting is available exclusively for bulk institutional purchases. To qualify for corporate volume pricing, accounts must be ordered in a single transaction with a minimum initial tier of 20 or more user licenses.

No, not at this time.

Unfortunately, selecting "Reset All" or applying a "Quick Tools Template" performs a hard override that cannot be undone.What you need to know:No Undo Feature: Due to the complexity of the internal calculations, LoanGizmo does not support an undo command. Reversing a reset alters hundreds of formulas simultaneously, which creates a high risk of system errors. We omit this feature to ensure absolute data accuracy. The Good News: Starting fresh on a loan profile is quick and streamlined. Re-entering your data from scratch should take less than 5 minutes. We appreciate your understanding and recommend double-checking your inputs before applying templates or resets in the future.