As a leading provider of CRM solutions for mortgage agents, GoMax Solutions recognizes that it’s not only important to attract new clients but it’s just as important to retain those clients. Attract clients through a well designed website presence and retain clients through a powerful CRM system…
Combining these two powerful tools you are guaranteed to transform your business in a way that no other product can.
GoMax CRM and Website Solutions developed for mortgage agents by mortgage agents…
Platform basics ::
- Web-based platform hosted and maintained by GoMax Solutions
- Import client data from Filogix
- Import contact/client data from ANY program that has a CSV file format
- A truly first of its kind 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 weekly webinars, tutorials and a “support ticket” system.
- Agent tools module
- Customer support module
Blackberry and iPhone access ::
- GoMax Mobile CRM unleashes the power of the already popular web-based desktop application and sends it straight to your smart phone. GoMax Mobile CRM elevates your business to the next level, giving you access to client data and appointments when and where they want it.
- Real-time web-based access from your BlackBerry Curve, Bold, Storm or Apple iPhone
- Single click access to information
- Access contacts records and calendar events
- View, add, edit and update client records
- View, add, edit and update calendar events and appointments
- No more synchronization, your data is instantly updated to your CRM platform
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 then 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!