SmartFees

SmartFees
Borrower Hub Integration	No integration is shown in the Borrower Hub
Lender Hub Integration	See API (Lights Out) and iFrame (Lights On) integration notes below
Additional Information	Service is available to all Maxwell clients

API (Lights Out) Integration (November 2024 Release)

• After selecting a Loan Program in the Loan Pricer screen, Loan Officers can choose to run SmartFees on the selected loan program:

  

  SmartFees option in Loan Pricer

• Loan Officers can choose between "PreQual" and "Full Quote" options:

  

  Selecting a SmartFees quote type

• Selecting Pre-Qual allows the Loan Officer to refresh or upgrade to Full Quote later:

  

  SmartFee Pre-Qual view

• Selecting Full Quote (or upgrading to Full Quote) allows the Loan Officer to view service provider names and details:

  

  SmartFee Full Quote view

• SmartFees reports are downloaded and available in the Documents tab:

  

  SmartFee reports

iFrame (Lights On) Integration (before November 2024)

• After the borrower has selected pricing, the Loan Officer can run SmartFees in the SmartFees section of the Lender Hub

• Activating the SmartFees API integration generates a pop-up containing applicable loan information, allowing the Loan Officer to add or edit info

• After the Loan Officer has confirm all information, fees are saved to the loan file upon the Loan Officer exiting the integration