GM Mortgage is a feature integrated within GoalsMapper’s suite of digital solutions, as an existing GoalsMapper User (“GM User”), you may access GM Mortgage by logging into your GoalsMapper account.
On your GM dashboard, there is a Mortgage widget which shows the latest loan rates and a button for you to send in your enquiry or create a shareable link to send to your prospects and clients.
- To send an enquiry, click "SEND ENQUIRY" on the Mortgage widget located on your dashboard
- Fill in the information on the form and click "SEND"
What happens after submission?
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Your enquiry will be automatically added to your list of mortgage enquiry in GoalsMapper
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Our team will be notified immediately
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A WhatsApp group chat will be created between you and our in-house GM Mortgage Specialist
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Once you’re ready, you can add your client into the chat and our specialist will take over from there
If you are not a GM User, you may engage our GM Mortgage Specialist by sending your enquiry via https://goalsmapper.com/mortgage-enquiry/ or send us an email at mortgage@goalsmapper.com for more information.
Stay updated with GM Mortgage news and tools
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