GoMax CRM
Canada's leading Mortgage Broker CRM solution!
Overview
GoMax CRM is a customer relationship management software provider for mortgage brokers in Canada. It is designed to simplify workflows and day-to-day operations, allowing brokers to focus on closing deals and generating revenue, with a strong emphasis on renewals and building residual income. A key principle of GoMax is that users own their data, not their national franchise.
✨ Key Features
- All-in-one CRM and website solution
- Secure document storage and sending
- Automated renewal reminders
- Task automation
- Database organization and targeting
- Smart Opportunities for new business
🎯 Key Differentiators
- Specifically built for the Canadian mortgage market.
- Emphasis on user data ownership.
- Focus on renewals and building residual income.
Unique Value: GoMax CRM provides Canadian mortgage brokers with a simple, effective tool to manage their business and build long-term value through renewals, while ensuring they always own their client data.
🎯 Use Cases (3)
✅ Best For
- Automated renewal reminders
- Secure document management
- Client database management
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Mortgage professionals outside of Canada.
- Large enterprises with complex global needs.
🏆 Alternatives
Offers a solution specifically designed for the Canadian market with a strong stance on data ownership, which may be a key consideration for brokers.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: NA
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