Getting Started – Mortgage Brokers

Welcome to the GoMax Solutions Team! As you begin familiarizing yourself with your new GoMax Mortgage Broker CRM account, we would like to jump-start you with some initial setup information! Below are some handy how-to articles from our knowledge base that will walk you through the first few set-up steps. Thanks for your business and remember to follow us on Facebook and Twitter for all the latest updates! PROFILE & SETTINGS  1: The first thing to check is your profile … Continued

It’s your second day with GoMax – Let’s get some contacts imported! By now we hope that you have had an opportunity to have a quick run through the system and are more familiar with everything. If you haven’t read through the Getting Started guide, now would be a great time to do. In case you missed the link to the guide in our previous email, simply click here to go read it now. During your free trial period you … Continued

By now hopefully you have been able to get your Contacts & Deals imported and you have learned how to work with the Contact & Deal profiles to keep your information accurate. If you haven’t already started creating Tasks, now would be a great time to plug some in. We like to think of Tasks as one of the most powerful components within the GoMax CRM as it has been designed to help ensure you never miss something important.  Click … Continued

Have you explored our inTouch & Opportunities systems yet? inTouch is your module for automated marketing to your contact database. It consists of personally merged HTML email blasts, drip campaigns, important broker reminders, designing/editing templates, and making sticker labels for your mail-outs. Overview of the inTouch system: Templates > Pre-defined content to your liking that includes data merge fields Events > Time based automated deliveries of performed actions (financial, holiday and custom) Action Plans > Scheduled ‘drip’ campaigns of activities … Continued

You’re on the 10th day of your Free Trial: Just to recap. a little: At this point you should have your Contacts and Deals imported, Tasks & Reminders created, inTouch Templates setup, Action Plans & Events running, and possibly have used the Projects to send out emails to your contacts. You have probably explored the Opportunities component for assistance with subscribing Action Plans and Events, and may have ran some Reports to export out your information. You have probably noticed … Continued