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GoMax Solutions offers mortgage professionals an easy-to-use, web based, CRM Solution
allowing them to foster existing client relationships and open up new business opportunities.
We are committed to helping mortgage professionals build a true long term book of business!
Platform Features Include:
- Platform basics ::
- Web-based platform hosted and maintained by GoMax Solutions
- Submit mortgage applications data directly to *Filogix and/or MorWeb at the push of a button. No more re-keying of data(*Through consumerBASE product)
 
- The ability to import client information from both Filogix
- First of its kind truly paperless platform
- "Anytime" "Anywhere" internet access
- Online data security utilizing AES-256 (256bit) encryption
- Secure client document storage
- Daily site and data backups
- Full training including tutorials and a "trouble ticket" support system.
- Agent tools module
- Customer support module
- Real-time web-based BlackBerry and iPhone access (more)
- CRM - Client Relationship - "InTouch":: The core of the system!
- The InTouch CRM is divided into three powerful modules including Action Plans, Projects and Events. Each module is designed to give you a specific level of automated communication with your clients
- Action Plans Screen Shot
- An Action Plan is designed to be made up of a number of activities of your choosing. Activities can be made up of reminders, email and/or printed materials. Think of Action Plans as long term contact with a client that occurs at specific intervals over the time period, say 1 year
- Attach an action plan to a client record and the system automatically monitors that plan to ensure that on the date specified the reminder, email or print materials is "fired". You can also attach multiple action plans to a client
- Sounds perhaps a little overwhelming? GoMax has setup a number of default action plans for you to use and customize allowing you to get started right away. Designed by mortgage agents the default plans allow you to take care of clients for the next 1, 3 and 5 years. Looking for a prospect plan, we have one for that too!
- Projects
Screen Shot
- In its simplest form, projects allow you to query your database and send off email blasts to that targeted audience on the date and time of your choosing
- GoMax Solutions has designed a proprietary search engine that lets you actually build your own custom search criteria. You can make them as simple or as complicated as you like
- How about a search of your database that finds clients that have an amortization period of 25 years, a mortgage term of 3 years and live in Toronto? or how about building a search that gives you a list of clients from your database that have an interest rate of between 4.50% and 5.25% or greater than 4% or less than 6%. The possibilities are endless!
- You can limit the search to active clients, past clients or include them all
 Screen Shot Mailing labels - using your own customized search criteria you can create lists of contacts which are then available to be used in conjunction with Microsoft Word to print mailing labels and envelopes. Need help? No problem, we have a tutorial and provide you with the necessary templates to get started.
- Events
Screen Shot
- Events are just that, events! The simplest example would be a birthday event. Setup a birthday event that could include a reminder, email, print material or task event. Now select the clients that you would like to subscribe to this event and never worry about that event again. A typical birthday event would include a reminder to yourself a few days before and the day of the birthday. On the clients birthday they would also receive a personalized birthday email
- Additional events include mortgage renewal reminders, mortgage anniversaries and holiday events. Each of these events are completely customizable
- There is no longer a need to diarize events, they are completely automated
- Template Module Screen Shot
- The InTouch CRM also includes a template module which gives you the ability to create, and fully customize, an unlimited number of email and print material templates
- Contact management module (CRM) ::
- Access detailed client information with the click of a single button
- Add, edit and maintain client contact information
- Maintain and add client specific notes
- Build and maintain contact specific relationships
- Attach and manage custom made "InTouch Events" ensuring you never loose contact with a client or opportunity again
- Agent tools::
- Data export (export your entire database from GoMax if you'd like)
- Pay Per Click Manager for those that run Google or Yahoo ad campaigns
- Customer support:: Screen Shot
- GoMax Solutions is committed to providing its clients with unparalleled customer support. Once a client has come on board they will be given a one on one customer training session to help them get started immediately. At GoMax Solutions it is our belief that the more product knowledge we can provide the greater the level of success
- Ongoing customer support is provided at no charge through our online support ticket system
- Have a suggestion to improve the system? We have an area for that as well
- Add-on features ::
- Turn-key customized website ::
- Don't currently have a website? No problem, GoMax can provide one that is ready to go. See a demo: http://www.gomaxdemo.com
- Think it can't work? How about a GoMax user, applying promotion principals, generating 45,000 to 65,000 unique visitors per month! We don't guarantee similar results but it is possible
- You choose the domain name and GoMax will host the website as part of the package. There is no need to hire someone to build and maintain your site.
- This website can run completely without you!
- We provide you with update articles to ensure you always have fresh and informative website content
- We provide you with tools to increase your sites visibility on search engines such as Google and Yahoo
- Accept mortgage application 24/7 and have those applications go directly to your administration area
- Need a website but not a CRM? GoMax now offers the same customizable website in a stand alone version, including hosting, for just $24.95 per month.
- Calendar & Tasking module ::
- Calendar : Screen Shot
- Select day, week and month views
- Set-up reoccurring appointment events
- View and setup an unlimited number of appointments
- Setup multiple appointments at the same time
- Colour code important appointments
- Appointment time and day manipulation
- Setup email and/or text reminders of appointments
- Overview of daily tasks
- Tasking : Screen Shot
- Create, edit and schedule tasks
- Prioritize and track task progress
- Integrated with the calendar system
- Automatically create important tasks on important dates
- Setup email and/or text reminders of up and coming tasks
- Secure Document Storage - PacMan and DocMan ::
Screen Shot
- Securely upload documents to your GoMax account using the DocMan (document manager) system. Attach those documents to a client and/or a clients file(s). There is no limit to the number of documents you can store
- Now rather then sending documents via email, GoMax uses a propriety delivery system called PacMan. It is a secure download system as opposed to email. In addition to being much more secure, the biggest advantage is that you can send an unlimited number of documents having unlimited file sizes regardless of a clients document size restrictions
- Sick of sending an email with attachments only to hear "I didn't get the documents"? No problem, the PacMan system gives you a complete record of the date and time the documents were downloaded. The system will also let you know how many times the documents were downloaded
- Another first and only feature!
- News and rate advisor ::
- Talk about a powerful little feature. Most brokers see results every time they send this out.
- GoMax has accumulated a massive database of bank, mortgage rates, house prices, building permit values from across the country. This information is complied for you and can be used in an email blast to clients you specify
- The news and rate advisor is sent out each and every month to your clients unless you choose otherwise. Set it up once and the system takes care of the rest
- There are two options available:
- Standard Package (incl. 1 campaign)
- Default header and footer
- Customizable header and footer text areas
- Customizable component selection (you choose the stats to send out)
- Single "campaign" account allows for up to 2,500 client email addresses
- Ability to add additional client email addresses in blocks of 500 for $19.95 per year ($1.66 per month)
- Client management module
- Ad Supported plug-in - Free! (see below)
- Premium Package (Advanced Features)
- All the features of the Standard Package plus:
- The ability to co-brand and personalize your news and rate advisor marketing campaigns through the use of customizable headers and footers
- The ability to add additional Premium Package accounts (unique campaigns) which allows you to add further co-branding and marketing campaigns for just $4.95 per month (each)
- The co-branding feature is a great way for you to team up and market to the clients of financial planners, realtors, etc.
- Ad Support plug-in
- This free Ad Supported plug-in is designed to be used in conjunction with either the Standard Package or Premium Package. The plug-in gives you all the customize features of the Premium Package as well as the ability to run an unlimited number of additional campaigns using an unlimited number of client email addresses. This plug-in is supported by industry related banner ads.
Contract to sign?::
Nope, nada, zip!!. There are no long term agreements to sign. All we have is a simple license agreement to approve.
To cancel we require nothing more than 30 days notice of your decision to leave, that's it. In fact we'll probably let you leave earlier than that if you are truly unsatisfied with the product.
GoMax Solutions believes in building a CRM solution that truly helps mortgage professionals build their business. And through that belief we don't believe in contracts. After all, our greatest source of new business is from our current clients and we want to keep it that way!
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Do you have any questions that I can help you with? 
CMP Award
GoMax Solutions Inc. nominated 2010 for "Best Internet Presence" and "Best Industry Service Provider"
In 2009 GoMax Solutions Inc. was nominated "Best Internet Presence".
LendingMax.ca was nominated in 2008 for "Best Internet Presence 2008" using GoMax Solutions platform.
"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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