GoMax Mortgage Broker CRM Review

What are GoMax Mortgage Broker CRM’s key features?

GoMax simplifies workflows and automates marketing features. But what specific features does GoMax offer? Here is a quick look:

• Contact profiles and deals/mortgage applications
• Tasking
• InTouch
• Opportunities discovery
• Secure document and package transmissions
• Calendar with notifications and recurring events
• Reports and mailing lists

Before we go through these features, you may want to read our guide on how to choose the best CRM for mortgage brokers to help you decide if GoMax is right for you.

Let’s now take a closer look at GoMax’s key features:

Contact profiles and deals/mortgage applications

As your customer base grows and you keep maintaining both contact and deal information, you will quickly discover the strength of GoMax CRM’s inTouch automation. GoMax CRM offers a full contact manager that supports numerous data fields (which includes relationships between people), document storage, communications history, and tags. Filogix and Velocity data imports, as well as Finmo Resthooks, can help you populate your CRM more simply.

Tasking

GoMax’s task system enables users to organize limitless tasks across various categories and groups. Every task supports due dates, unlimited notes, and offer progress tracking from 0% through to completion at 100%.