Maxwell Hosted Encompass Disclosures Testing Plan

Testing phases and instructions to go live with Maxwell's Hosted Disclosures through Partner Doc Delivery.

Overview

1. Parter Doc Disclosures On-boarding

2. Admin Testing

3. Beta Testing with Live LOs & Borrowers

4. General Availability

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, ([e-mail]) , to configure Partner Doc Delivery.

4. Follow the onboarding instructions 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 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: [e-mail] if you are a live client, or contact your implementations manager if you are in active onboarding.

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