GoMax Features

For

Marketing

All-in-One Sales and Marketing Solutions you will actually use.
Templates

Industry-Specific Content

Access “made for you” content that allows you to send as is or add your own flair
  • Specific content for prospects, live clients, and staying in touch with past clients and referral sources
  • Action plans that keep you connected with clients for the entire term of their mortgage or that help a prospect rebuild their credit, that you can set and forget
  • Send out one off announcements to your entire database, or choose specific groups within your database to target
  • It’s often the simple things that make all the difference, show that you care by sending birthday wishes, or spring and fall time change notices

Marketing Templates for Print and Email

Though email marketing has proven to be one of the most effective and cost-efficient ways to stay connected, sometimes it’s nice to be able to go old school and mail out a marketing piece.

GoMax makes this easy with ready-to-send printable content and address labels, as well as email templates.

Exclusive News and Rate Advisor

Every month, your clients can be updated with what’s happening in the real estate world with data compiled automatically from GoMax’s massive database of Canadian mortgage rates, house prices, and building permit values.
mortage-application-tab-phone

Sales On-the-Go

Make your own campaigns, or have our experts assist you with design and copy specifically for your business or image.
  • All your client current and past mortgage information, notes, emails, and documents in the palm of your hand.
  • Take a photo of the job letter and unload it to the client's file or send it to a lender and tag a copy of the email to the client's file
  • Always sound professional when you get a call, by easily referencing your client's mortgage details or status even when you are out of the office
tasks

Client, Task and Condition Management

Keep your customers up-to-date with automatic emails, custom campaigns, advertising plugins and custom client management, all from within GoMax.
  • Have client notes, emails, documents, and mortgage details all at your fingertips at the office or on the road, all in one easy to access place.
  • Let the system tell you who, when, and why to call your clients, so nothing slips through the cracks. Set a task, and forget.
  • Quickly email clients a list of items you need from our conditions feature, and track the progress of the list of conditions as they are completed.
No Bounced Emails
GoMax utilizes SPF/DKIM domain verification and meets all CASL criterea so your emails are less likely to bounce or get caught in spam filters.

Canada Anti-Spam Legislation and You

GoMax Solutions now provides the tools required to help ensure you adhere to the new laws for sending email within Canada.
Three Simple

Ways to Stay Connected

Keep your customers up-to-date with automatic emails, custom campaigns, advertising plugins and custom client management.
Action Plans

Action plans are a series of task notifications and emails that send to your clients (or yourself) at set intervals. These emails can include household tips and seasonal reminders, or whatever you like.

The task notifications include mortgage-specific reminders such as reminders to make calls on your client's mortgage renewal dates, and annual mortgage reviews.

Your Action Plan runs for the entire term of the mortgage and keeps you in touch with your most valued resource ( your past clients) while you focus on new business.

  • Custom Action Plans
  • Automatic Action Plans
Projects

Projects allow you to send one-off, mass emails to targeted audiences from your client database. Customized search criteria maximizes your potential. These emails are not sent as a distribution list but rather as individual emails, avoiding spam filters and ensuring they are delivered.

You receive a report once the project has been sent outlining any clients who have missing or invalid email addresses.

Events
Set up reminders for important dates and automatically trigger events on that date, such as auto-sending an email on a client’s birthday, print out a mortgage update on a client’s mortgage renewal date, or send a special thought on a holiday.
Templates
Create and fully customize an unlimited number of email and print material templates.
Action-plan

What is a module?

InTouch is the GoMax proprietary module system. It consists of Action Plans, Events, Projects, and Templates.
For

Communication

Optimize and power-charge your networking.
Calendar
  • Select day, week and month views
  • Set-up recurring 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
  • 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 and Delivery
  • Secure document upload and management
  • Keep all your important documents in one place
  • Deliver documents to clients securely; eliminate email risks
  • Send unlimited document size and number
  • Complete document time stamp record system - know when your clients receive their material, and how many times they are downloaded
Mass Email
Easily email two, four, one hundred, or even your whole database of clients with one click.
Smart Opportunities Technology
Automatically identify potential business opportunities without lifting a finger.
  • Specific content for prospects, live clients, and staying in touch with past clients and referral sources
  • Action plans that keep you connected with clients for the entire term of their mortgage or that help a prospect rebuild their credit, that you can set and forget
  • Send out one off announcements to your entire database, or choose specific groups within your database to target
  • It’s often the simple things that make all the difference, show that you care by sending birthday wishes, or spring and fall time change notices
Your

All-in-One Solution

Everything you need in one place.
LendingMax-OldLendingMax-New

Upgrade your Web Presence

GoMax Solutions has designed and developed one of the most robust and powerful website solutions packages for the mortgage brokerage industry.

Select a website theme from any number of professionally designed website templates, customize the website to suit your personal taste and business philosophy, hit the save button! AND you’re ONLINE!

Websites and Web Hosting

Website Content Management System for Easy Updating
  • No need to hire your own webmaster to update your site. Change content on the fly, any page, any time.
  • Quickly add links to Facebook, Twitter, YouTube and LinkedIn.
  • Embed video links so that you can easily add video to any page.
  • Add interest rates and mortgage calculators.
  • Upload company logos, photos and any other website graphic you choose.
Website Content
  • 15 pre-populated pages filled with informative mortgage related content. Don't like some of the content. No problem, simply remove what you don`t like
  • 100 pages of achieved real estate related article pages and
  • Ongoing and updated real estate related articles at no additional charge.
Search-Engine Friendly Web Pages
  • While others charge you for tips on how to improve your website ranking, GoMax provides that information for FREE. We also provide you with tools to increase your sites visibility on search engines such as Google and Yahoo
  • Add page titles, keyword and descriptions for even better rankings.
  • 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
  • Filogix and MorWEB integration
  • Utilizing either Filogix or MorWEB`s online mortgage application you can easy have them integrated as part of your website.
  • Accept mortgage applications 24/7
Additional Features
  • Unlimited website traffic (Bandwidth)
  • Full training including tutorials and a “support ticket” system.
  • Upgrades for life!
  • GoMax Solutions has a full complement of staff whose sole purpose is to review suggestions made by users and implement those suggestions where possible. You will NEVER be charged for any upgrades to the existing system

Try Now, 100% Free

There's no time like the present, and there's 0 risk. Just sign up now and get started with GoMax! Your solution for a better mortgage business.
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