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GoMax Solutions automated contact management

 

The GoMax Solutions Power CRM module was developed to provide mortgage professionals with an automated client contact solution. A system that runs on autopilot!

Once setup this powerfully module will take care of any form of contact or reminder.

Through the use of activities including calls, reminders, email or print material you will be assured that you never loose contact with a client or opportunity again.

Want a reminder of a mortgage renewal? Have a periodical that you would like to send a client at a particular time of the year? Interested in sending out a birthday card every year on the clients birthday without having to lift a finger? The GoMax Solutions Power CRM can do all that. Oh and the system keeps a full record of every time your client has been contacted.


The power of the system is limited only by your imagination

If the setup sounds a bit overwhelming, don't worry, GoMax includes a number of default action plans that will help you get started. Designed by mortgage professionals these default plans allow you to take care of clients for the next 1, 3 and 5 years. We also have an action plan for prospects.

The system also includes its own template maker allowing you to design and personalize your own templates.

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"In one month I received a few inquiries and ended up funding two deals which made me $3,000. Even if I see that only every couple of months it's a great boost to my business" - Linda MacNally


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