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GoMax Mortgage Broker CRM Knowledgebase

Please review all of the articles in the GoMaxCRM knowledge Base

  1. GoMax Mortgage Broker CRM Knowledgebase

Welcome to the Team

  • Trial Account Information
  • Support Options
View all 2 articles

Getting Started - Mortgage Brokers

  • Welcome to the GoMax Broker CRM
  • Day 2 – Contacts
  • Day 4 – Create some Tasks
  • Day 7 – Get Automated
  • Day 10 – No turning back now
View all 5 articles

Contacts

  • CRM Contacts > Summary list
  • CRM Contact > Detail
  • Deleting Clients and Mortgage Files from GoMax
View all 3 articles

Tasks

  • Benefits of the GoMax Tasking system
  • Tasks > Summary
View all 2 articles

Notebooks

  • Overview
View all 1 articles

Deals

  • Online Mortgage Application
View all 1 articles

Filogix Data Imports

  • Language Settings – how it effects your import data
  • Exporting Data From Filogix
  • Importing your Filogix™ data into GoMax
  • D+H Expert Import Errors
  • Importing mortgage data that does not exist in Filogix
  • How to Export your contacts from Microsoft Outlook to CSV
  • Data Import Troubleshooting
View all 7 articles

Other Data Imports

  • Finmo Webhook Integration
View all 1 articles

Documents (DocMan & PacMan)

  • How to Upload to DocMan
  • DocMan – Questions and Answers
View all 2 articles

inTouch Action Plans

  • Custom Action Plans Q&A
View all 1 articles

inTouch Basic Action Plans

  • Basic Action Plans
View all 1 articles

inTouch Templates

  • Building a template
  • Adding a ‘mailto’ link to a template
  • Creating New Templates Quickly
View all 3 articles

inTouch News & Rate Advisor

  • News and Rate Advisor – Common Q&A
View all 1 articles

inTouch Mailing Labels

  • Creating and printing address labels
  • Creating and printing directly to envelopes
View all 2 articles

inTouch Other

  • Events and Opportunities – FAQ’s
  • Adding a custom signature to your marketing
View all 2 articles

Email

  • Verified email and how it impacts you
  • Domain Name Verification Instructions
  • Sending and Receiving test emails
  • Email Tagging Setup
  • Changing the ‘From’ email address
View all 5 articles

Miscellaneous

  • Not seeing a recent update – Clear your Cache
  • GoMax on your mobile device
View all 2 articles

Websites - WordPress and Custom

  • Domain Name Servers
  • Domain Name Forwarding
  • Choosing the right domain name
  • Where to purchase domain names
  • Search Engine Optimization
  • GoMax Website Template Setup
View all 6 articles
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