Email

One of the many features of the GoMax platform is the ability for you to send in emails with attachments and have those emails attached to a client and/or a clients mortgage files with the simple click of a button.   In order to get that up and running quickly here is a link direct to a video demo. After watching the demo you should be able to start using this feature immediately.   Common Questions about email tagging answered: … Continued

Sending Emails (changing the “From” email address): We understand that your Assistants and your Underwriters are very valuable assets to your thriving mortgage business. They wear many hats in the office and without them – well, let’s not think about that! On a daily basis we know that Assistants and Underwriters send emails from your CRM to your clients requesting documents, to set up meetings or to simply send a quick message. Prior to our newest update, these emails always … Continued

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

  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

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