SUPPORT BLOG

Platform Updates & Resources

Stay up to date with the latest features, improvements, and tips to get the most out of Max Methodology.

Shareable Broker Consent and SOA Document Links

Share your URL for your Broker Consent and Scope of Appointment easily with new clients!

Organize, search and filter your notes with ease!

New SMS messages added to Late Payment Reminder Workflow!

The DMI reminder workflow has been upgraded!

Stop Drowning in Your Inbox - Custom Conversation Views Are Here

Check out the new workflow builder and dashboard to track your workflow actions!

Try the New Inbox and Contact Details UI Now (Beta Access in Labs)

Check out the brand new Home Page - your new command center!