Lender Hub
Maxwell Point of Sale: Lender 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 your team logs in to manage your pipeline and work loan files. Loan Officers, LO Assistants, Processors, Managers, and Administrators all use the Lender Hub to:
Collaborate on loans from initial application through e-closing
Communicate with borrowers in a centralized workspace
Create follow up tasks for borrowers to complete
Run key pre-qual services like credit, pricing, AUS
Sync key information and documentation collected to your LOS
When your team is aligned in the point Lender Hub, you reduce time spent chasing emails, documents, and info across multiple system and streamline both internal communication and the borrower experience.
How to Use This Guide
This onboarding guide walks through the core 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 Lender Hub guide covers:
Lender Hub overview
Viewing and managing your pipeline
Creating loan files
Viewing and updating key loan details
Taking borrower applications
Assigning and reviewing borrower tasks
Running services: Credit, VOA/VOE & I, AUS, Sync to LOS
Gathering and reviewing borrower documents
Shopping and sharing product pricing with borrowers
Tracking and managing borrower and LOS milestones
Issuing pre-qualification letters to borrowers and agents
Managing and assigning team members
User management and other admin tools
If you can’t find what you’re looking for, email [email protected] and a Customer Success Manager will be happy to help.
Last updated