Borrower Hub

Maxwell’s Point of Sale has two key experiences: the Borrower Hub and the Lender Hub.

The Borrower Hub

The borrower hub is a consumer-facing mobile-first web experience which guides borrowers through a custom workflow to complete a loan application.

The borrower hub is designed as a single destination for borrowers to view and provide all update for their loan application. So even if your team uses multiple tools behind the scenes. Borrowers always come back to one place for updates and requests. The Borrower Hub is where your borrowers:

• Start and complete their loan applications

• Review and provide consents and authorizations (eConsent, Credit, HELOC, ARM, etc.)

• Receive notifications on upcoming tasks to be done

• Securely upload documents, provide required information, and enter credentials for services like VOA/VOE.

• Review product & pricing options

• Review and e-sign documents, disclosures, and closing documents

• Communicate with your team members on all things related to your loan.

Depending on the setup, each client may have an unlimited number of parallel experiences, called sites. These can be used to configure experiences for different branches, channels, or loan purposes.

Lender Hub

The Lender Hub is where the lender teams of team of Loan Officers, LO Assistants, Processors, Managers, and Administrators work their loan files.

Go here to learn more about the lender hub.

How to Use This Guide

This onboarding guide walks through the core borrower workflows available in the Maxwell Point of Sale. Many sections include screenshots and videos to support training and adoption.

• Read it step-by-step using the page navigation at the bottom, or

• Jump directly to a topic using the navigation menu on the left

• Search: For a feature or question in the upper right hand corner of your page.

The Borrower Hub guide covers:

• Loan Application

• Borrower Tasks

• Borrower Documents

• Loan Options

• Pre-Qual Letters

• Borrower Notifications