December 10th, Release Notes
Summary
Documentation Hub Updates
We’ve updated our Documentation Hub to make it easier for your teams to learn how to use the Point of Sale. Documentation is now organized by user group:
Within each hub, you can expand sections to see a clear breakdown of key features and workflows. Each page includes short videos, screenshots, and step-by-step guides.
These resources are designed to onboard new users and provide deeper, workflow-optimizing guidance for power users.You can search for specific topics using the search in the upper right hand corner or use the left-hand navigation to browse through sections.
If you have questions that aren’t covered, email [email protected]. We’ll follow up directly and use your feedback to keep improving the documentation.
QuickPricer
We're very excited to introduce a major enhancement to our Pricing user experience in our point of sale. Maxwell QuickPricer helps lenders quickly shop, compare, and share product and pricing scenarios with their borrowers.
It’s an excellent educational tool to help LOs guide borrowers who are still deciding which loan option best fits their needs. With just a few clicks, an LO can select multiple scenarios and share an easy-to-read, side-by-side comparison that clearly outlines differences in rates, monthly payments, and closing costs.
The transparent, upfront cost breakdown builds trust with borrowers and helps your LOs win more deals by guiding borrowers from product selection to pre-qualification and into lock faster than ever before.
Go to our QuickPricer Feature Overview to learn more about the feature and how it works. Reach out to [email protected] to set up a demo with our product team and discuss how to roll out this feature for your organization.
Lender Pipeline UX Updates
We’ve made several improvements to the Lender Pipeline layout to enhance readability and usability. Updates include:
Added co-borrower
Added the co-borrower to the borrower name column
Ability to search on co-borrower name
Better column sizing:
Increased default widths for variable-length fields like Borrower Name and Email.
Reduced widths for smaller fixed fields such as Date, TRID, and State.
Easier column adjustments:
You can also manually adjust column width, to make that action clearer we expanded the clickable area to resize columns.
Drag the right edge of a column anywhere in the table to increase/decrease width
Double click the right edge of a column to auto adjust its width to the widest content in the column
Improved readability:
Slightly increased row spacing for better visual separation.
Enhanced color contrast in column headers.
Added selected loan product column
Created an optional column that would allow you to view the selected loan product
Simplified column header names:
ID → App #
LOS Loan Number → LOS #
TRID Collected → TRID
TRID Collected At → TRID Date
Property City → City
Property State → State
Co-Borrower Email Address → Co-Borrower Email
Name → LO Name
Email → LO Email
% Complete → App % Complete
Social Security Number → SSN
Value → Property Value
Open Follow-up Tasks → Open Tasks
To learn more about the Lender Pipeline and advanced user features please go to the Lender Hub Pipeline View page.
Lender Hub Header & Overview Tab UX Updates
We’ve improved the Loan File Header and Overview tab layouts to enhance readability and usability.
New header layout:
The Loan File Header appears at the top of the loan application on every tab. It contains key information you may need while working the file. Including.
App #
LOS #
Loan Amount | Purpose | Start Date
Borrower(s) name & email
Applications dropdown to access any other open applications for the same borrower
Updated in this release
Increased the size of the LOS ID and moved it to the upper-left corner
Added an Applications dropdown in the upper-right corner to quickly switch between a borrower’s applications or start a new application for the same borrower.
Improved borrower contact information layout for better readability on smaller screens and mobile devices
Overview Tab Updates
The Overview tab is typically the first page you see when opening a loan file from your pipeline. It provides an at-a-glance view of key loan details so you can quickly understand file status. You’ll also find quick links throughout the page to view more details or make updates.
Updated in this release
Improved layout for faster scanning, including updates to fonts, logos, and color contrast.
Loan Progress Bar now includes more detailed status information for power users:
Application progress
Completed vs. open tasks
Borrower milestone
LOS milestone
Site (when applicable)
Loan status (when applicable)
Added more subject property details: address, property type, and down payment %.
Added quick links to access the details faster
To learn more please go to the Loan Header and Overview Page.
Bug Fixes & Code Cleanup
Fixed an issue so automated document pushes now appear in the Activity Feed.
Added VA entitlement and FHA compensation source fields for PriceMyLoan.
Updated the agent-assigned email button to link directly to the loan file.
Updated Pre-Qualification letters to pull data from Proposed Housing Expenses.
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