> For the complete documentation index, see [llms.txt](https://docs.himaxwell.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.himaxwell.com/release-notes/2026-release-notes/april-9th-2026-release-notes.md). # April 9th, 2026 Release Notes ### Summary * [LO Level Product & Pricing Engine Credentials for OB](#lo-level-product-and-pricing-credentials-for-optimal-blue) * [QuickPricer Updates](#quickpricer-updates) * [Additional Webhook Fields for CRM Support](#additional-webhook-fields-for-deeper-crm-support) * [Spanish Translations Enhancements & Beta](#spanish-translations-testing-plans-and-rollout-timeline) * [Bugs & Support ](#bugs-and-support) ### LO Level Product & Pricing Credentials for Optimal Blue We’ve enhanced the Optimal Blue Product & Pricing integration to support credentials at the individual Loan Officer (LO) level. Previously, credentials could only be configured at the site or branch level. For organizations using the [**QuickPricer integration**](/platform-overview/lender-hub/quickpricer.md), product options can now be returned based on each LO’s specific credential settings. This enables more accurate pricing results and better alignment with compensation plans.

Org admins with a P&PE integration can now access an integrations page to manage Pricing credentials at a user level as necessary.

**What to expect:** * This feature is available for organizations using an Optimal Blue Product & Pricing integration. * A new **Integrations** option is now available in the left navigation for organization admins. * Within the Integrations view, admins can view and manage all user-level credentials. * Admins can search for Loan Officers (LOs) and add or update their pricing credentials. * If no user-level credentials are set, LOs will inherit credentials configured at the organization level. * If a LO has unique credentials, admins can enter them to return LO-specific pricing results in the Product & Pricing experience. #### **Optimal Blue Users Sync** Optimal Blue provides an API endpoint that allows Maxwell to automatically import user-level credentials into the Point of Sale. This streamlines onboarding and ongoing credential management. **How It Works** * Maxwell uses the Optimal Blue Strategies endpoint to retrieve user credentials for the lender organization. * User emails from Optimal Blue are matched to users in the Maxwell POS. * For matched users, Maxwell automatically imports user-level IDs and credentials. * If a user does not exist in Maxwell, no user or credentials are created. * Imported credentials are available to admins in the **Integrations** view, where they can review and update them as needed. * Maxwell runs a daily sync to pull new and updated credentials from Optimal Blue. These enhancements reduce manual credential management and help ensure accurate, LO-specific pricing results. ### QuickPricer Updates #### Loan options tab visible to borrower after any product selection The Loan Options screen is now visible to borrowers after a product is selected by either the borrower or the Loan Officer. This allows borrowers to easily review key loan details, including rate, monthly payment, and cash to close, based on their most recent product selection.
The Loan Options screen is visible to borrowers in the following scenarios: * The Loan Officer **sends scenarios to the borrower** before a product is selected. * The **borrower selects** a loan product (if borrower self-serve pricing is enabled for your organization). * The **Loan Officer selects** a loan product for the borrower (required for AUS or pre-qualification letter generation). * The **Loan Officer rate locks** a product for the borrower. #### QuickPricer Refinements **Error Handling For Mortgage Insurance** We’ve added clearer error messaging for Mortgage Insurance (MI) requests when results cannot be returned due to missing required qualifying data, such as credit scores or DTI. These messages help Loan Officers identify what information is missing so they can update the pricing search or application data and successfully retrieve MI results.
We’ve introduced a timeout limit for Mortgage Insurance (MI) requests. If a quote is not returned by the provider within one minute, an error message is displayed. This prevents indefinite loading states and gives Loan Officers clear feedback when MI pricing cannot be retrieved.
* We resolved an issue with the Optimal Blue QuickPricer integration where fees were being reset during automatic pricing refreshes. * We also fixed an issue where values set to **0** or **“None”** were not being saved after product selection. These values are now properly stored in the application and carried through to AUS and pre-qualification letter updates.

QuickPricer now saves any values that were initially set at 0 or None, after the product is selected.

### Additional Webhook Fields for Deeper CRM Support We’ve added several new fields to our webhook payloads to support more robust updates to borrower and loan file data in external systems, such as CRMs. If you’re interested in using our webhook service, please contact . | Field Name | description | | -------------------------------------- | -------------------------------------------------------------------------------------------- | | **Borrower Specific Fields** | | | borrower\_invite\_sent\_date | Timestamp when the invite was sent to the borrower | | borrower\_first\_login\_date | Timestamp when the borrower first logged into the POS | | borrower\_last\_login\_date | Timestamp when borrower last logged into the POS | | borrower\_application\_submitted\_date | Timestamp when borrower submitted their application | | **Application Specific Fields** | | | application\_submitted\_date | Timestamp when the application was submitted by all borrowers | | first\_pre\_approval\_sent\_date | Timestamp when the first pre-approval letter was created | | last\_pre\_approval\_sent\_date | Timestamp when the last pre-approval letter was created | | loan\_officer\_name | Full name of the loan officer (primary agent) on the application file (pulled from POS data) | | loan\_officer\_email | Email address of the loan officer (primary agent) | | referring\_person\_name | Name of the person who referred the borrower (if applicable). | ### Borrower Spanish Translations Beta Available We are excited to continue expansion of our Spanish Borrower translations feature. This enhancement helps lenders better serve their community of Spanish speaking borrowers.
#### Spanish Translations Testing Plans & Rollout Timeline To ensure a high quality experience, we are conducting a structured testing and phased rollout of Spanish Translations. To learn more and participate in our beta testing [**please review our Spanish On-Boarding & Testing Guide**](https://docs.himaxwell.com/platform-overview/borrower-hub/spanish-translations/spanish-translations-on-boarding-and-testing-guide)**.** If you are interested in joining the Admin or Beta testing phases, please contact **** and our team will guide you through the setup and testing process. | Phase | Purpose | First Available Timing | | ------------------------------------------------ | ---------------------------------------------------------------------------------------------------------- | ---------------------- | |
  1. Internal Admin Testing
| Turn on translations for internal test sites to allow admins and internal users to review/test experience. | February | |
  1. Beta Testing
| Live testing with borrowers and lenders on a limited number of sites. | March | |
  1. General Availability
| Available to turn on for all borrowers and lenders who wish to enable. | Q2 | To learn more about the Spanish Translations feature and the borrower experience, please review the [**Spanish Translations Feature Overview Documentation**](https://docs.himaxwell.com/~/changes/664/platform-overview/borrower-hub/spanish-translations). This guide provides a detailed overview of functionality, user experience, and key considerations for lenders supporting Spanish speaking borrowers. ### Bugs & Support **SSN Label Update for ITIN Support** We’ve updated Social Security Number (SSN) field labels to include Individual Taxpayer Identification Number (ITIN), making the application more inclusive for non-resident applicants. **MeridianLink Co-Borrower Fix** We resolved an issue where some joint co-borrower applications were being sent to MeridianLink Mortgage as separate co-borrowers.