GM Mortgage empowers Financial Consultants to provide smarter, more strategic mortgage financing solutions—whether you're a GoalsMapper User or not.
You can utilise GM Mortgage features to support their clients in mortgage financing independently or engage a GM Mortgage Specialist to assist in the applications.
What makes it different:
🔎 Access to the latest rates from multiple banks in one place
💡 Visualise cost savings by comparing financing options side-by-side
⏰ Automated review reminders so you never miss a refinancing opportunity
🔹 For GoalsMapper Users:
You can also use the “Create Shareable Link” feature in GM Mortgage widget on your GoalsMapper dashboard to generate a unique, personalised referral link that leads to a branded mortgage landing page.
This link is exclusive to you, allowing:
Easy tracking of enquiries
Direct attribution of leads to your advisory services
Seamless integration into your website, social media, or ad campaigns
Clients who submit the Mortgage Enquiry Form through your link will:
Be automatically added to your Leads list on GoalsMapper
Trigger a WhatsApp group chat between you and our in-house GM Mortgage Specialist
Once you’re ready, you can add your client into the group chat—and our specialist will take over from there.
🔹 Not a GoalsMapper User?
You can still engage our GM Mortgage Specialists to support your clients’ mortgage needs.
Simply share this public enquiry link with your prospects and clients:
👉 https://goalsmapper.com/mortgage-enquiry/
Once an enquiry is submitted, our team will:
Create a WhatsApp group chat with you and the specialist
Support you in managing the mortgage advisory process end-to-end
✅ Whether or not you’re a GoalsMapper user, GM Mortgage lets you enhance your advisory offering, build credibility, and deliver even more value to your clients—without extra effort.
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