GoMax Mortgage Broker CRM Review

GoMax Mortgage Broker CRM simplifies workflows by using automated marketing features. Here is everything you need to know

GoMax Mortgage Broker CRM Review

Customer relationship management (CRM) software is an invaluable technology for brokers and the mortgage industry at large. CRMs allow mortgage companies to better manage relationships with their prospective customers as well as existing clients. Essentially, a CRM is a lifeline mortgage brokers use not only to conduct their business, but also to excel.

GoMax Solutions Inc. has found success in this space.

In this article, we will detail the best uses of GoMax Mortgage Broker CRM, answer FAQs such as what key features it offers, and outline the pricing options. Here is everything you need to know about GoMax Mortgage Broker CRM.

What is GoMax Mortgage Broker CRM used for?

Based in Canada, GoMax Mortgage Broker CRM simplifies workflows by using automated marketing features. GoMax—which can be accessed from anywhere in the world and at any time of day—offers features like automated tasks and reminders, among many others.

GoMax Mortgage Broker CRM users can develop customized action plans and events through its system to promote ongoing communication with clients and leads. And for simplified contact management, GoMax also keeps track of interactions.

GoMax Solutions Inc. utilizes industry-leading technology and a single-point-of-entry platform. Not only does GoMax Mortgage Broker CRM help mortgage professionals build customer relationships, but it also helps to grow a long-term business model for companies in the mortgage industry.

GoMax Mortgage Broker CRM review: FAQs

GoMax Mortgage Broker CRM provides a customer management system that enables mortgage professionals to create, maintain, and foster client relationships. How? By offering simple-to-use, web-based CRM and contact management solution that are designed specifically for the mortgage industry.

Let’s look at some GoMax Solutions Inc. FAQs.

What are GoMax Mortgage Broker CRM’s key features?

GoMax simplifies workflows and automates marketing features. But what specific features does GoMax offer? Here is a quick look:

  • Contact profiles and deals/mortgage applications
  • Tasking
  • InTouch
  • Opportunities discovery
  • Secure document and package transmissions
  • Calendar with notifications and recurring events
  • Reports and mailing lists

Before we go through these features, you may want to read our guide on how to choose the best CRM for mortgage brokers to help you decide if GoMax is right for you.

Let’s now take a closer look at GoMax’s key features:

Contact profiles and deals/mortgage applications

As your customer base grows and you keep maintaining both contact and deal information, you will quickly discover the strength of GoMax CRM’s inTouch automation. GoMax CRM offers a full contact manager that supports numerous data fields (which includes relationships between people), document storage, communications history, and tags. Filogix and Velocity data imports, as well as Finmo Resthooks, can help you populate your CRM more simply.


GoMax’s task system enables users to organize limitless tasks across various categories and groups. Every task supports due dates, unlimited notes, and offer progress tracking from 0% through to completion at 100%.

Within your CRM account, GoMax Tasks are second in order of importance. This feature is far better than a standard calendar and assures users that tasks will not be missed.


GoMax offers powerful tools that automate the process of staying in touch with your customers, including Action Plans, Events, and Projects. Here is a look at each of the inTouch features:

  • Action Plans. Pre-scheduled activities that occur on specific starting dates and include reminder tasks, emails to customers, and printed pages, among others.
  • Events. Automated activities and reminders based on specific criteria. Could include season notices and birthday reminders, for instance.
  • Project. One-time deliveries to your clients (either the entire list or selected contacts), projects are a great way to deliver your message quickly and easily.
  • Mailing lists. Simple and fast way to generate exported lists for envelopes or labels.

Opportunities discovery

GoMax’s Opportunities module allows users to quickly identify and subscribe your contacts to Action Plans, Events, and more. This feature can help you save valuable time so that you can better focus on closing the next deal.

Secure document and package transmissions  
GoMax CRM’s document transmission system ensures the security of your customers’ confidential documentation when it is in transit. This allows you to avoid sending sensitive information in plain text through email. Instead, you can simply create a package of documents to send and even see when the recipient has seen each document.

Calendar with notifications and recurring events 

GoMax Mortgage Broker CRM offers a robust calendar with numerous features like Day, Week, Month views, multi-day events, recurring events, and custom colors.

Reports and mailing lists

The GoMax reports module simplifies the process of extracting data out of your CRM for external purposes, like comprehensive charts in Excel or other data-analyzing tools. GoMax offers one-time reports to gain insight into your deals or contacts, as well as schedule periodic automated reports.

What are GoMax Mortgage Broker CRM's pricing options?

GoMax Mortgage Broker CRM is available in two versions, lite and pro. GoMax CRM’s lite version costs $18 per month, while the pro version costs $65 per month. Both the GoMax lite and pro pricing options can be tested during a 14-day free trial.

GoMax Mortgage Broker CRM review: company overview

Headquarters: Kelowna, British Columbia, Canada

Founded: 2002

Number of employees: 25+

Industry: Mortgage and CRM

Revenue: $5.3 million


GoMax Mortgage Broker CRM review: will this CRM work for your mortgage company?

After recognizing that a system designed for the mortgage industry was non-existent, GoMax Solutions Inc. started developing a CRM solution specifically for the mortgage industry in 2002. Since then, the GoMax platform has evolved to include robust automated client communication modules, task management, secure document delivery and storage, online, deal acceptance and tracking, and top-tier customized websites using WordPress.

As customer relationship management software, GoMax has many features that can instantly make life easier for mortgage brokers. Whether it will work for your company will come down to how you want to connect with your clients.

We hope that this GoMax Mortgage Broker CRM review has helped you decide if it is the right fit for you. You can also visit our mortgage software reviews section for our take on other software tools for your mortgage company.

Do you have experience using GoMax Mortgage Broker CRM? Share your GoMax review in our comments section below.