# Lender Hub

### Maxwell Point of Sale: Lender Hub

Maxwell’s Point of Sale has two key experiences: the **Borrower Hub** and the **Lender Hub**.

#### **The Borrower Hub**

The borrower hub is a consumer-facing mobile-first web experience which guides borrowers through a custom workflow to complete a loan application.&#x20;

The borrower hub is designed as a **single destination** for borrowers to view and provide all update for their loan application. So even if your team uses multiple tools behind the scenes. Borrowers always come back to one place for updates and requests. The Borrower Hub is where your borrowers:

* Start and complete their loan applications
* Review and provide consents and authorizations (eConsent, Credit, HELOC, ARM, etc.)
* Receive notifications on upcoming tasks to be done
* Securely upload documents, provide required information, and enter credentials for services like VOA/VOE.&#x20;
* Review product & pricing options&#x20;
* Review and e-sign documents, disclosures, and closing documents
* Communicate with your team members on all things related to your loan.&#x20;

Depending on the setup, each client may have an unlimited number of parallel experiences, called [sites](https://docs.himaxwell.com/~/changes/664/platform-overview/admins-and-tech-support/partners). These can be used to configure experiences for different branches, channels, or loan purposes.&#x20;

#### **Lender Hub**

The **Lender Hub** is where your team logs in to manage your pipeline and work loan files. Loan Officers, LO Assistants, Processors, Managers, and Administrators all use the Lender Hub to:

* Collaborate on loans from initial application through e-closing
* Communicate with borrowers in a centralized workspace
* Create follow up tasks for borrowers to complete&#x20;
* Run key pre-qual services like credit, pricing, AUS
* Sync key information and documentation collected to your LOS&#x20;

When your team is aligned in the point Lender Hub, you reduce time spent chasing emails, documents, and info across multiple system and streamline both internal communication and the borrower experience.

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### How to Use This Guide

This onboarding guide walks through the core workflows available in the Maxwell Point of Sale. Many sections include screenshots and videos to support training and adoption.

* **Read it step-by-step** using the page navigation at the bottom, or
* **Jump directly to a topic** using the navigation menu on the left
* **Search:** For a feature or question in the upper right hand corner of your page.&#x20;

The Lender Hub guide covers:

* Lender Hub overview
* Viewing and managing your pipeline
* Creating loan files
* Viewing and updating key loan details
* Taking borrower applications
* Assigning and reviewing borrower tasks
* Running services: Credit, VOA/VOE & I, AUS, Sync to LOS
* Gathering and reviewing borrower documents
* Shopping and sharing product pricing with borrowers
* Tracking and managing borrower and LOS milestones
* Issuing pre-qualification letters to borrowers and agents
* Managing and assigning team members
* User management and other admin tools

If you can’t find what you’re looking for, email[ **help@himaxwell.com**](mailto:help@himaxwell.com) and a Customer Success Manager will be happy to help.
