Loan Officers (LOs) can now access real-time mortgage insurance quotes from all six supported PMI providers directly within Maxwell’s Point of Sale (POS). This allows LOs to shop for the best borrower rate—enabling accurate pricing and a more streamlined pre-qualification process.
Available Pricing Engines with PMI
Available May 7th: Optimal Blue, ICE Product & Pricing Engine (EPPS)
Available June 4th: Polly, PriceMyLoan
To activate this feature, a lender admin should email [email protected] with the following:
Subject Line: MI Integration
Email Body:
Lender name
Head office address
Master policy number(s) for each MI partner
Maxwell will help coordinate provisioning with the MI provider
Maxwell Implementation and Engineering complete the integration setup
Maxwell will test to verify everything is working
Lender will user test to confirm results are what they are expecting
Learn More: Mortgage Insurance Product Overview.
To resolve some issues users were experiencing generating Verification of Assets (VOA) reports via AccountChek, we’ve made the following improvements:
Updated AccountCheck v2 API
Added support for webhook postbacks support to retrieve delayed reports
These updates will be automatically applied to all organizations using the AccountChek VOA integration. If issues persist after May 7, contact [email protected]
To give lenders better visibility into borrower progress on disclosure tasks within the POS, we’ve introduced a new Signing Statuses feature. This enhancement adds a status label and timestamp indicating the most recent borrower action on their disclosure tasks.
There are four possible status updates:
Sent/Not Viewed = Disclosure task sent to the borrower, but not yet opened
Viewed = Borrower has opened the disclosure task, but has not signed it
Signed = Borrower has signed all disclosure documents
Declined = Borrower has declined to eSign the documents
Once all borrowers have signed, the task will be marked as Completed for all users.
Note: This feature relies on a webhook from the disclosures eSigning provider (Encompass, Docutech, or DocuSign) to receive status updates. As a result, updates may take up to a few hours to appear in the Point of Sale. If the status doesn't update promptly after the borrower signs their eDisclosures, please ensure the loan file is closed in Encompass, as keeping the file open can delay the update.
However, with Maxwell’s new Hosted eDisclosures feature launching in Q3—status updates will be available in real time.
Fixed an MFA error affecting branded login configurations.
Resolved an SSO login issue for some Encompass lenders.
Resolved an issue where the delete or download actions were intermittently dissappearing in the documents tab table.
Updated the borrower email footer disclaimer
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