# Maxwell Hosted Encompass Disclosures Testing Plan ### Overview 1. [Parter Doc Disclosures On-boarding ](#step-1.-partner-doc-disclosures-on-boarding) 2. [Admin Testing ](#step-2.-admin-testing-scenarios) 3. [Beta Testing with Live LOs & Borrowers](#id-3.-beta-testing-with-pilot-branches) 4. [General Availability ](#general-availability-august-september) ### Step 1. Partner Doc Disclosures On-Boarding **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:** 1. Identify the Encompass admin and team members who will participate in testing. 2. Select a POS test site to activate EPC Disclosures. 3. Contact Maxwell’s support, () , to configure Partner Doc Delivery on your chosen test site. 4. Follow the [onboarding instructions](https://docs.himaxwell.com/encompass-e-disclosure-integration/maxwell-hosted-encompass-edisclosures#maxwell-hosted-disclosures-integration-set-up) to enable Maxwell’s Disclosure Partner Doc Delivery in Encompass Services. 5. Once enabled, the Maxwell Hosted Disclosure service will be active. **Test:** Run a [basic test with a single borrower](https://docs.himaxwell.com/encompass-e-disclosure-integration/maxwell-hosted-encompass-edisclosures) 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 **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: and * In-app feedback via the “Feedback” button on the POS left-hand sidebar.

Deliver in-app feedback via the left hand sidear next to your pipeline

The feedback button will prompt a brief survey.

### 3. Beta Testing with Pilot Branches 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. 1. Identify test branches and corresponding POS sites. 2. Repeat onboarding (Step 1) for each new site. 3. Train LOs and support teams on the feature. 4. Have LOs [create test files](https://docs.himaxwell.com/encompass-e-disclosure-integration/maxwell-hosted-encompass-edisclosures#testing-instructions) and walk through: 5. Issuing disclosures. 6. Selecting Maxwell POS delivery. 7. Borrower and lender signing flows. 8. Disclosure document e-folder mapping 9. Disclosure logs updates 10. Begin live loans with borrowers just ensure LOs select “Maxwell POS” as the delivery method 11. 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 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. ### 4. General Availability – August - September **Goal:** \ Roll out Maxwell Hosted Disclosures organization-wide. **Actions:** 1. Train all LOs and staff. 2. Distribute updated training documentation. 3. Repeat onboarding (Step 1) for all remaining POS sites. 4. Have LOs run test files to: 5. Issue disclosures. 6. Use the Maxwell POS delivery method. 7. Complete the full signing experience. **Support:** \ Continue reaching out to 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 --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.himaxwell.com/platform-overview/admins-and-tech-support/integrations/loan-origination-systems-los/encompass/encompass-e-disclosure-integration/maxwell-hosted-encompass-edisclosures/maxwell-hosted-encompass-disclosures-testing-plan.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.