Contact Tags

Contact Tags

In this article and attachment we cover common questions regarding the Tagging process (Making notes and saving emails) —————————- Q: I need to make notes to a contact/file in Gomax, where do I do this? A: Gomax Solutions provides you with contact and mortgage file “Tagging”. This is an ideal way to type notes and keep emails that are important to the contact and/or their mortgage file.  To make a tag to the contact do the following: 1. Locate your … Continued
Deleting Clients and Mortgage Files from GoMax

Deleting Clients and Mortgage Files from GoMax

In some case brokers wish to delete a clients mortgage application from the system or delete the client and all of their files all together.  There are a few different options for you: To delete a single file from the CRM, follow these instructions: From the dashboard, locate the file using the application search filter -or- locate the deal under the clients “Files” tab in their profile. Select “View File” and change the status of the file to “Cancelled”.  Once … Continued