GoMax Product Demo

Product Demonstration. As a leading provider of CRM solutions for mortgage brokers, GoMax Solutions recognizes that it’s not only important to attract new clients but it’s just as important to retain those clients. Why not take a tour of our product and see how we can help transform your business in a way that no other product can.

 

 

Training modules

 

Module 1 – Getting Started

The focus of this webinar will be on the CRM Dashboard, general settings, data imports and basic platform navigation. It will also touch on setting up your profile and settings. A great point of entry webinar:

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Module 2 – The Profile, Calendar, Tasks, Email Tags and Reports

During this webinar we will be taking a close look at your contact’

s extended profile, tab by tab explaining the benefits and features. We will have an in-depth look at several additional CRM features including; email tagging, calendar, tasks and report creation:

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Module 3 – The Mortgage File and Deal Tracking

Looking at the mortgage deal will be the focus for this training session. Navigating tab by tab to help you understand, manage, and track your mortgage deal:

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Module 4 – inTouch CRM

Keeping “inTouch” with clients’ leads not only to repeat business but to referrals as well. Your marketing platform has a multitude of functions including Opportunities, Projects, Action Plans and Events to help you get your word out through industry education and keeping you up to date with important financial reminders.

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Module 5 – Custom Template Design

This module provides insight on template design, creating new templates or branding pre-made templates. Templates are integral to your marketing plan and keep you inTouch with your Contacts and Referral sources.

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