Not seeing a recent update – Clear your Cache

Not seeing a recent update – Clear your Cache

Not seeing a recent Gomax update? Did you click on a button and nothing happened?     Before submitting a support ticket, try updating your browsers, cleaning your cache, cookies and history to your browser to see if that solved your ghostly problem! Here’s why: The browser cache exists because of a basic assumption made by the folks who design browsers: the internet is slow. Perhaps more correctly, your internet connection is slower than your computer. What that means is that it’s … Continued
CASL Compliance – Can you email it?

CASL Compliance – Can you email it?

Canada’s anti-spam legislation (CASL) came into effect July 1, 2014. It is in place to protect Canadians while ensuring that businesses can continue to compete in the global marketplace. If you use electronic channels to promote or market your organization, products or services, Canada’s new anti-spam law may affect you. Below is a handy info graph to assist you with whether or not you can email that electronic communication. (The information displayed in this article is not to be used … Continued
Online Mortgage Application

Online Mortgage Application

This article and attachment will help you better understand the GoMax Web Mortgage Application. Where is the link for my GoMax Mortgage Application? The link for Gomax Solutions Mortgage Application can be seen in your Tools > Settings > Profile > Settings > Mortgage Application. This is a link that you can use to relink any “apply now” buttons on your website. If you do not have control of your own website changes, simply provide this link to your Webmaster. … Continued
How to Upload to DocMan

How to Upload to DocMan

Gomax Solutions provides you with Contact and mortgage file “Document Storage”. This is an ideal way to store necessary mortgage documents that are important to the contact and/or their mortgage file. To upload a file to the Contact, do the following: Search and locate your contacts name on your dashboard to the far left. Click on their name once so you are redirected away from the dashboard and onto a screen that displays their mortgage file(s), tags and documents tabs. … Continued
Sending and Receiving test emails

Sending and Receiving test emails

Did you send an email from GoMax and have yet to receive it? Before requesting support when it comes to sending and receiving test emails from within the system, please confirm the following. Ensure that you are not actively in a GoMax “15 day trial”. Trial accounts are blocked from sending emails from the platform. This includes email tagging verification codes, test emails of templates and any other outbound messages. If you’d like to start testing your emails, kindly email … Continued
DocMan – Questions and Answers

DocMan – Questions and Answers

What’s the difference between uploading a document to my contact vs. uploading a document to my contact’s mortgage file? It is always good practice to upload your documents so your computer doesn’t get clogged up. Sometimes your contacts may have multiple mortgages and you will want to keep your documents organized. If you store documents under the contact’s name for 6 different mortgages it is going to be very difficult to sift through them later. If you upload your documents … Continued
Events and Opportunities – FAQ’s

Events and Opportunities – FAQ’s

Q: What is an Event? A: An event is a place for you to create automated tasks based on specific mortgage details, special occasions/holidays or birthdays. We have built these for you, but you will need to subscribe your database. Please visit Opportunities and sign up address your possible opportunities ASAP. Q: I am not getting any Birthday or Mortgage renewal reminders, do I have to set up my own events? A: No, all you need to do is go … Continued
Verified email and how it impacts you

Verified email and how it impacts you

  Important Announcement regarding your outbound email correspondence! On April 25th GoMax Solutions will be adopting a new industry wide protocol in sending email that now requires all senders to use a verified domain name.  This critical change has caused quite a stir within the technical communities throughout the internet as any company that transmit emails on behalf of their clients can no longer simply send these emails out unless a verified domain name is used within the “From” line … Continued
Support Options

Support Options

GoMax is here to help! Usually most issues can be resolved from our knowledge base or from experimenting within your CRM to discover the best approach to accomplish your needs. We realize there will be situations where you need help – this is where the Support Ticket system comes to the rescue.  Simply submit a Support Ticket through your account and our support team will be happy to assist. Support times are usually within the hour depending on the current … Continued
Domain Name Verification Instructions

Domain Name Verification Instructions

In order to successfully verify your domain name for email sending you will need to be able to adjust and apply additional settings directly into the DNS records of your domain.  This requires administrative access to the system where your domain name is hosted.  This may be your domain registrar, your parent organization, or your website hosting provider.  GoMax Solutions cannot perform these steps as we are not authorized to make changes to your domain name.  The following changes are … Continued