Documents (DocMan & PacMan)

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

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