Maxwell Hosted Encompass eDisclosures
A step by step guide on how to on-board and test Maxwell's Hosted Encompass eDisclosures feature.
Last updated
A step by step guide on how to on-board and test Maxwell's Hosted Encompass eDisclosures feature.
Last updated
Table of Contents
We’re excited to announce a major enhancement to the eDisclosure experience within our point of sale (POS), made possible through our integration with Encompass Partner Connect and the Partner Doc Delivery APIs. This update creates a more seamless, transparent, and reliable eDisclosure process for both borrowers and lenders.
Borrowers will now receive, view, and sign their Mortgage eDisclosures directly from the Maxwell point of sale (POS). We've eliminated redirect, authentication, and consent steps that caused friction and confusion for borrowers, delivering a faster, more intuitive, and mobile-friendly signing flow.
Steps removed for borrowers:
No redirect or SSO into Encompass Consumer Connect (ECC)
No authentication code required
No additional eConsent required
No need to close ECC iFrame to update task status
With our new signing status updates Loan Officers gain real-time visibility into borrower progress with disclosures (sent, viewed, signed, declined) making it easier to offer timely support and guidance to borrowers.
Additionally, LOs can view and sign disclosures directly from the POS, to improve workflow efficiency.
Built on Encompass Partner Connect and the Partner Doc Delivery APIs, this integration enables secure, reliable, and automated document flow between Encompass and Maxwell.
Key Improvements
Automated delivery and sync of disclosure packages between Encompass & Maxwell using Partner Doc Delivery APIs
Resolves borrower authentication and SSO binding issues
Activity logs in both POS and LOS for improved self-serve support
Lender generates disclosures in the Encompass eFolder and selects “Send to Maxwell POS Disclosures” as the delivery method.
Maxwell receives the disclosure documents instantly after generation.
Documents are packaged into a single eSigning envelope via DocuSign.
An eDisclosure task is created in the POS and email notifications are sent to all borrower participants.
Borrowers log into the POS, navigate to the eDisclosure task, and click "View & Sign."
The DocuSign envelope opens directly in the POS, allowing borrowers to complete signing.
Maxwell tracks all signing activity (opened, signed, declined), updating the POS and Encompass logs.
LO logs into the POS to view borrower signing statuses and sign disclosures
Once all participants have signed, the task is completed and documents are synced back to Encompass eFolder
A Maxwell Admin will help the client's administrator configure their Point of Sale organization settings and site management to enable Maxwell Hosted Disclosures. To begin setup the organization will need to provide the following credentials.
The site or partner must have valid DocuSign credentials configured
A valid LOSS credential set up
Valid Encompass API credentials
Configure the webhook in the Encompass credentials.
Resource: loan
Events: ["change"]
Filters: {"attributes":["/stateDisclosure/refundCondition1"]}
In the initial beta phase in May and June the hosted disclosures experience will only be available on Encompass Web. So an Encompass admin will have to make sure your organization has Disclosures set up and working in Encompass web and then go through the following steps to complete the Hosted Disclosures set up.
From Encompass Web Admin
Go to Service Mangement and select Add Service.
Select Document Preparation and click Retrieve Products.
Locate the Maxwell service and click on Manual.
Configure the Service and click Save.
Pre-requisites to complete prior to testing
Maxwell Admin set up of Hosted Disclosures (see above)
Set up Maxwell Partner Doc Delivery on Encompass web (see above)
Prerequisites: An active ECC site, active ECS setup, and an active DocuSign account with valid credentials
Create a loan application on one of your disclosures enabled sites.
Complete the loan application with a single borrower and export it to Encompass. Note: Multi-borrower workflows are not yet supported but will be available soon.
Locate your loan—it's most likely in the 'Pipeline' folder.
In the left-hand panel, navigate to the eFolder.
On the right-hand side of the pane, select Disclosures.
From the Delivery Method dropdown, select 'Send to Maxwell POS Disclosures'.
Select At-Application as the package type. If a plan code is not pre-selected, choose one manually.
Allow the audit to run and complete any required fields.
Choose any or all of the documents available, then select Next.
Click Send to Partner.
Log in to the Borrower Hub as the borrower of the loan. The disclosure task should appear shortly. (Note: It may take a minute or two, so please refresh the page if it doesn't appear immediately.
Click View and Sign Disclosures. This will redirect you to DocuSign.
Sign all required fields and click Continue within DocuSign.
You will be redirected back to POS. The package may appear as 'viewed' but not 'signed.' If this happens, manually refresh the page to check if the status updates to 'signed.' We will implement automatic status updates and page reloading in a future PR.
Note: The task does not automatically complete at this time due to a known bug. This issue will be addressed and fixed soon.
Return to Encompass Web and locate the Disclosures Tracking section under Tools for the loan.
Locate the disclosure package, click the three-dot menu, and then select the pencil icon.
While viewing the disclosure package, click on eDisclosure Tracking to see the timestamps for Message Viewed, eSigned Viewed Date, and eSigned Disclosures.
The events will also be visible from the Lender Hub, in the Activity Log.
Log in to Encompass Web at using your credentials for Encompass.
