August 27th, 2025 Release Notes
Summary
Maxwell Hosted Disclosures Updates
Informational Only Disclosures
The following updates apply to disclosures that do not require borrower or lender e-signatures:
Auto-Complete informational disclosures after borrower views
Once a borrower views and closes an informational-only disclosure, the task will automatically be marked as complete.
Informational Disclosures Events Tracking to Encompass Logs
We added the following events to Encompass Disclosure Tracking logs.
Informational Viewed date (disclosures opened)
Informational Viewed IP address
Informational Completed date (disclosures closed)
Informational Completed IP address
Retry Logic to Update Disclosure Logs if Encompass File is Locked
Disclosure tracking events will now retry if the Encompass file is locked or not active, continuing to retry periodically until the update is successful.
Send disclosures while Encompass SmartClient file is open
POS disclosure tasks will now be created immediately after a package is generated in Encompass Web Documents, even if the SmartClient file is open and the file is locked.
This enhancement keeps disclosures workflows moving without requiring lenders to close files.
Maxwell VOE/ VOA Workflow Configurations
We’ve added a configuration option allowing lenders to choose how asset and employment data is collected when VOA/VOE integrations are enabled.
With the costs of data verifications many lenders wanted to toggle on/off automatic VOA/VOE tasks in certain borrower workflows.
Use cases:
Collect VOA & VOE at application for purchases.
Rely on manual input for HELOCs or refinance applications.
Available options:
Both – Link accounts via VOA/VOE with manual input option (default)
Manual entry - Only manual data entry
Link Accounts - Only Verification flow without the option of manual data entry
Setting the data collection method can be configured at both the time of application and as a follow up task.
The default method is going to be to offer BOTH VOA/E and manual data entry options when verification integrations are enabled. If you would like to configure your application blueprints you can do so by contacting our implementation team at [email protected].
Bugs & Code Cleanup
Added custom questions and field mapping for client onboarding.
Enabled cloning of agent and landing pages for client onboarding.
Added configuration allowing child sites to call different pricing groups from PriceMyLoan.
Updated PriceMyLoan loan type selection options to resolve loan type mapping issues between third party systems like DU and MLM: Conventional, FHA, VA, USDA Rural, Other.
Resolved a bug where repeat borrowers who started an application anonymously and then signed into their account wouldn't have their application file be marked as visible in the backend.
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