Maxwell Hosted Encompass Disclosures Testing Plan
Testing phases and instructions to go live with Maxwell's Hosted Disclosures through Partner Doc Delivery.
Overview
Step 1. Partner Doc Disclosures On-Boarding – Starting June 9th
Goal: Work with your Encompass admin and Maxwell Implementation Specialist to enable Partner Doc Delivery on a test Point of Sale (POS) site. This ensures that the feature is properly configured before beginning full testing.
Actions:
Identify the Encompass admin and team members who will participate in testing.
Select a POS test site to activate EPC Disclosures.
Contact Maxwell’s support, ([email protected]) , to configure Partner Doc Delivery on your chosen test site.
Follow the onboarding instructions to enable Maxwell’s Disclosure Partner Doc Delivery in Encompass Services.
Once enabled, the Maxwell Hosted Disclosure service will be active.
Test:
Run a basic test with a single borrower to verify that:
LO can select Maxwell POS as the delivery method for disclosures
The borrower task is created and users are notified in POS
Borrower and LO can view and sign documents
Disclosure documents are correctly mapped to their respective eFolders after all participants have signed
Disclosure logs are correctly updating
Step 2. Admin Testing Scenarios – June
Goal: Have your disclosure desk experts complete a set of end-to-end test cases to ensure seamless integration between your POS and Encompass systems before launching a live beta with loan officers (LOs) and borrowers.
Scenarios to Test (Target: ~10 test files):
Single borrower started in POS.
Borrower and co-borrower started in POS.
File with multiple additional borrowers added in Encompass post-POS application submission
File with a Non-Borrower Owner (NBO) added in Encompass.
File started in LOS, imported into POS using “Import from LOS” guided flow.
Start a loan file in the POS and sync it to Encompass, break the encompass connection, re-connect the file to the POS using “Import from LOS” and then issue disclosures.
Pre-closing documents (Initial Closing Disclosures).
Sending additional disclosure documents via the “Request/Send” button in Encompass eFolder.
State-specific disclosure testing (as needed).
Special loan programs (e.g., VA, Construction).
Testing Outcomes
For each of the scenarios you will want to verify the following:
LO can select Maxwell POS as the delivery method for disclosures
The borrower(s) task(s) are created and users are notified
Borrowers and LO can view and sign documents
Disclosure documents are correctly mapped to their respective eFolders after all participants have signed
Disclosure logs are correctly updating
Issue Reporting:
Email: [email protected] and [email protected]
In-app feedback via the “Feedback” button on the POS left-hand sidebar.
3. Beta Testing with Pilot Branches – July
Enable the feature for select beta branches and validate its performance in live use with LOs and borrowers prior to full rollout across your organization.
Identify test branches and corresponding POS sites.
Repeat onboarding (Step 1) for each new site.
Train LOs and support teams on the feature.
Have LOs create test files and walk through:
Issuing disclosures.
Selecting Maxwell POS delivery.
Borrower and lender signing flows.
Disclosure document e-folder mapping
Disclosure logs updates
Begin live loans with borrowers just ensure LOs select “Maxwell POS” as the delivery method
As a fallback, LOs can choose “Encompass Delivery” from the delivery method dropdown to use the existing Consumer Connect signing flow.
Issue Reporting:
For urgent issues continue using [email protected] for immediate support
For feature request enhancements, use in-app feedback via the “Feedback” button on the POS left-hand sidebar.
Debrief LOs to gather feedback.
Goals:
Complete at least 200 disclosure tasks across test sites
Identify and resolve any critical bugs or experience gaps.
Ensure LO and disclosure desk confidence in the new experience—equal to or better than ECC delivery.
General Availability – August - September
Goal: Roll out Maxwell Hosted Disclosures organization-wide.
Actions:
Train all LOs and staff.
Distribute updated training documentation.
Repeat onboarding (Step 1) for all remaining POS sites.
Have LOs run test files to:
Issue disclosures.
Use the Maxwell POS delivery method.
Complete the full signing experience.
Support: Continue reaching out to [email protected] as needed.
Fallback Option: LOs may still select “Encompass Delivery” to revert to Consumer Connect as needed.
Feedback Loop:
We will survey LOs periodically with a disclosures specific survey to gather insights to improve the experience.
NPS surveys feedback
Borrower c-Sat feedback
Customer success team check-ins with admin teams
Last updated