For the complete documentation index, see llms.txt. This page is also available as Markdown.
Sync to LOS
Customers who use one of Maxwell’s supported Loan Origination Systems can sync files between the POS and LOS.
LOS Integration Capabilities
Initiate loan file creation in the LOS and connect POS and LOS application IDs
Push MISMO 3.4 application data to the LOS
Push documents to the LOS
Sync loan milestones between the POS and LOS
Supported Loan Origination Systems
Encompass (ICE)
MeridianLink Mortgage (MLM)
Byte
Mortgage Bot
Mortgage Flex
Manual Loan Push
Some organizations prefer that Loan Officers manually push files to the LOS. This ensures the LO has enough time to review and prepare the file before it enters the LOS.
To manually push a loan:
Go to Services → LOS {Name}.
Click Push application file to LOS and confirm.
After a successful push, you will see the Loan # and Date Pushed displayed.
If needed, you can also push individual documents to Encompass or view them in the Documents Tab
Automated Loan Push & Updates
Some organizations choose to automate the push of loan applications from the POS to the LOS once the borrower reaches specific milestones. This ensures a smooth transition of data without requiring manual action from a Loan Officer.
Examples of Automated Push Triggers
After the borrower submits the application
After product and pricing selection
At the time of a rate lock request
Document Sync Automation
Maxwell can automatically push documents to the LOS as soon as they are uploaded. This helps keep both systems aligned and reduces manual work for your team.
Key Loan Information Updates
For certain LOS integrations, Maxwell can also pull key loan information back into the POS, ensuring both systems remain in sync. Supported updates may include:
Borrower contact information
Subject property details
Loan amount changes
NOTE: To configure your LOS automation sync or any other advanced integration settings talk to your customer success manager.
