> For the complete documentation index, see [llms.txt](https://docs.himaxwell.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](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). # 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. 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: * 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: if you are a live client, or contact your implementations manager if you are in active onboarding.

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