How to Upload to DocMan
The GoMax Mortgage Broker CRM provides you with Contact and Mortgage deal “Document Storage”. This is an ideal way to store necessary mortgage documents that are important to the contact and/or their mortgage deal. To upload a document to the Contact, do the following: Click on ‘Contacts’ in the main menu navigation column on the left. Using the alphabet strip to locate your contact by last name or perform a search using the various options available. Click the ‘View’ button … Continued