Faq

It is super easy to subscribe to your very own GoMax Mortgage Broker CRM account.  Simply point your internet browser to www.gomaxmortgagebrokercrm.com, click on the Pricing link at the top, then select the package you would like to subscribe to.

The CRM/Lite is a great option to start out with if your contact database is relatively small or you are just starting out.  For anyone who has established a larger client database, we recommend jumping directly into the CRM/Pro as your first data import will most likely consist of more than 250 contacts.

If you know other mortgage brokers who you feel could benefit by using our CRM, please ask them to check us out!  A mention on your Social Media (Facebook, Twitter, Instagram) is very much appreciated.

GoMax is here to help!

We have designed the platform to be intuitive and easy to navigate so that most users can quickly get up to speed.  Usually with a little experimentation most questions answer themselves, however we know that questions do come up that require additional assistance.

The first path to take is this Knowledge base, also known as Self Help.  There is a button at the bottom of your dashboard that will take you directly into the Knowledge Base where many of the common questions are answered as well we have a number of tutorials written to assist with most of the common tasks.

If your questions are still not answered, your next step will be to submit a Support Ticket using the link at the bottom of your dashboard.  Our support team will reply and assist as soon as possible with solving any problems you may run into.

GoMax Solutions is a Canadian based company offering Canada’s leading CRM for Mortgage Brokers Professionals.  All subscriptions are processed in Canadian currency.  If you are located in another country, such as the USA, your credit card company will automatically perform the currency conversion from Canadian dollars to United States dollars.

During the Trial Period:

Should you decide that the GoMax Mortgage Broker CRM is not the right fit for you during the Free Trial period, simply submit a cancellation request as a Support Ticket from within your account.  Your credit card will not be charged at the end of the Trial period and any information you had uploaded into your account will be fully removed.

Existing Subscription:

If you have decided that a simplified workflow, easy data management, and automated touch points to stay in contact with your clients is not for you and would like to cancel your account please submit a Support Ticket from within your account to request a cancellation.  We do require 30 days notice for cancellation!  Any cancellations requested in the middle of a billing cycle will have the final subscription charges pro-rated based on the remaining days of the 30 day notice.

Our accounting team will advise you of your final day of service, at which time all of your data, automated inTouch processes, and future opportunities with your client base will be completely deleted.  Should you wish to reconsider and keep your subscription going, please contact our accounting department prior to the final day.