creating a relational structure in GoldMine

 


Contact Connect™ provides a simple interface for the user to track relationships between GoldMine records.

This utility was designed to be flexible for any industry and requires no programming to change the industry focus or number of third parties tracked.
 


Relationship Management Mortgage Professionals Industry Examples

 

 

Examples of how Contact Connect™ can be used:

  • Mortgage lenders linking borrower records to loan officers, real estate agents, appraisers, title companies, etc.
  • Property management companies linking property records to tenants, cleaning staff, building maintenance personnel, etc.
  • Insurance companies linking insured records to carriers, underwriters, beneficiaries, trustees, etc.
  • Legal firms linking client records to prosecuting attorneys, defending attorneys, legal assistants, investigators, law enforcement agencies, etc.
Any industry applies:
  • Mortgage Lenders
  • Real Estate Brokers
  • Property Managers
  • Insurance Companies
  • Legal Firms


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