GoMax will Accelerate & Simplify your Mortgage Business!
For over 15 years, GoMax Solutions continues to provide the #1 CRM crafted for the Mortgage Industry
Contact & Deal Tracking
Organize your Contacts & Deals while retaining a full history of interactions and communications.
Communications & Follow-ups
Easily create unlimited automated Action Plans & Events to keep you inTouch with your clients.
Powerful Task Management
Never miss an important meeting, follow-up, or deal conditions using GoMax Tasks.
Find New Opportunities
Identify potential opportunities for new deals, renewals, or prospect follow-ups.
Canada's leading Mortgage Broker CRM solution!
As the leading CRM (Customer Relationship Management) software provider for mortgage brokers in Canada, GoMax Solutions recognizes that it’s not only important to attract new clients but it’s just as important to retain those clients. The GoMax CRM will simplify your workflow and day-to-day operations allowing you more time to focus on closing deals and generating revenue.
Many brokers chase after the next new deal and although this can be a successful approach, we feel that the real income growth potential is in renewals by building a residual income. Our goal is to help you retain your clients and earn those renewals before the lending institutes. After all, they are your clients to begin with!
Designed specifically for the Canadian Mortgage Industry
Builds better relationships with clients
Automated marketing using Set & Forget processes
Canadian Cloud based, Secure, and accessible everywhere
It's your account & ultimately your contact data - not the National Franchise.
Get started today for free! You’ll fall in love!
Free 2 week trial with no setup fees! Cancel any time.
Not just a CRM. An All-in-One solution for your business
All-in-one CRM and Website Solution
Secure document storage & sending
Increase renewals with automated reminders
Save time on mundane tasks by automating them
Access mortgage agent tools and customer marketing material
Organize your database to better target your market
Access your clients from anywhere, any time
Find new business with Smart Opportunities
Easily manage follow up tasks or conditions
Why use GoMax when my National Franchise / Brokerage includes a system for free?
We run into this question frequently and our best advice is to consider your clients and the relationships you have established with them. Should you not be in full control of your contact & deal information and have the ability to foster the development of your own business without being constrained to the product your brokerage supplies? It is becoming more common for the large brokerages to provide in-house solutions for contact management because they know how to keep you locked in once 'your' database has grown within 'their' system.
GoMax strongly feels that you should be in control of your own future, and should the opportunity present itself where you decide to change brokerages you must have the easy ability to do so while keeping all of your contact / client information with you. The in-house solutions provided from the large brokerages will make the task of changing from one brokerage to another very difficult, if not impossible. Should you want or need to change, you may just have to start over!
Just remember - you created your client base and your GoMax CRM is just that - Yours!
No setup fees, instant account activation!
Get your 2 week free trial today.
2018 Winner as a Supplier/Innovator!
GoMax Solutions has always been recognized as the industry leader for their mortgage broker CRM and was recognized as the Innovator of the Year for 2018 by the Mortgage Awards of Excellence.
Finalist for the 2016 CMA Award for Best Industry Service Provider!
Nominated 2008, 2009, 2010 & 2011 for "Best Industry Service Provider"
