# Maxwell Hosted Encompass Disclosures Testing Plan

### Overview

1. [Parter Doc Disclosures On-boarding ](#step-1.-partner-doc-disclosures-on-boarding)
2. [Admin Testing ](#step-2.-admin-testing-scenarios)
3. [Beta Testing with Live LOs & Borrowers](#id-3.-beta-testing-with-pilot-branches) 
4. [General Availability ](#general-availability-august-september)

### Step 1. Partner Doc Disclosures On-Boarding 

**Goal:** \
Work with your Encompass admin and Maxwell Implementation Specialist to enable Partner Doc Delivery on a test Point of Sale (POS) site. This ensures that the feature is properly configured before beginning full testing. 

**Actions:** 

1. Identify the Encompass admin and team members who will participate in testing. 
2. Select a POS test site to activate EPC Disclosures. 
3. Contact Maxwell’s support,  (<help@himaxwell.com>) , to configure Partner Doc Delivery on your chosen test site.&#x20;
4. Follow the [onboarding instructions](https://docs.himaxwell.com/encompass-e-disclosure-integration/maxwell-hosted-encompass-edisclosures#maxwell-hosted-disclosures-integration-set-up) to enable Maxwell’s Disclosure Partner Doc Delivery in Encompass Services.&#x20;
5. Once enabled, the Maxwell Hosted Disclosure service will be active.&#x20;

**Test:**&#x20;

Run a [basic test with a single borrower](https://docs.himaxwell.com/encompass-e-disclosure-integration/maxwell-hosted-encompass-edisclosures) to verify that:&#x20;

* LO can select Maxwell POS as the delivery method for disclosures&#x20;
* The borrower task is created and users are notified in POS&#x20;
* Borrower and LO can view and sign documents &#x20;
* Disclosure documents are correctly mapped to their respective eFolders after all participants have signed&#x20;
* Disclosure logs are correctly updating&#x20;

### Step 2. Admin Testing Scenarios

**Goal:** \
Have your disclosure desk experts complete a set of end-to-end test cases to ensure seamless integration between your POS and Encompass systems before launching a live beta with loan officers (LOs) and borrowers.&#x20;

Scenarios to Test (Target: \~10 test files):&#x20;

* Single borrower started in POS.&#x20;
* Borrower and co-borrower started in POS.&#x20;
* File with multiple additional borrowers added in Encompass post-POS application submission&#x20;
* File with a Non-Borrower Owner (NBO) added in Encompass.&#x20;
* File started in LOS, imported into POS using “Import from LOS” guided flow.&#x20;
* Start a loan file in the POS and sync it to Encompass, break the encompass connection, re-connect the file to the POS using “Import from LOS” and then issue disclosures. &#x20;
* Pre-closing documents (Initial Closing Disclosures).&#x20;
* Sending additional disclosure documents via the “Request/Send” button in Encompass eFolder.&#x20;
* State-specific disclosure testing (as needed).&#x20;
* Special loan programs (e.g., VA, Construction).&#x20;

Testing Outcomes&#x20;

For each of the scenarios you will want to verify the following: &#x20;

* LO can select Maxwell POS as the delivery method for disclosures&#x20;
* The borrower(s) task(s) are created and users are notified&#x20;
* Borrowers and LO can view and sign documents &#x20;
* Disclosure documents are correctly mapped to their respective eFolders after all participants have signed&#x20;
* Disclosure logs are correctly updating&#x20;

**Issue Reporting:**&#x20;

* Email: <help@himaxwell.com> and <brian.mccarthy@himaxwell.com>&#x20;
* In-app feedback via the “Feedback” button on the POS left-hand sidebar.&#x20;

<figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FbqdmsIPJANjPCgvXqmT8%2Fimage%20(12).png?alt=media&#x26;token=76bab46b-0fd6-4c34-8333-6ab2af80d383" alt=""><figcaption><p>Deliver in-app feedback via the left hand sidear next to your pipeline </p></figcaption></figure>

<figure><img src="https://2622734615-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MNeX8nmtEPnFygumL_k%2Fuploads%2FZG3dpKwIyFHEhRRSHkmU%2Fimage%20(13).png?alt=media&#x26;token=e566529f-1c9e-46d4-a0ae-c8c259540132" alt="" width="375"><figcaption><p>The feedback button will prompt a brief survey.  </p></figcaption></figure>

### 3. Beta Testing with Pilot Branches&#x20;

Enable the feature for select beta branches and validate its performance in live use with LOs and borrowers prior to full rollout across your organization.&#x20;

1. Identify test branches and corresponding POS sites.&#x20;
2. Repeat onboarding (Step 1) for each new site.&#x20;
3. Train LOs and support teams on the feature.&#x20;
4. Have LOs [create test files](https://docs.himaxwell.com/encompass-e-disclosure-integration/maxwell-hosted-encompass-edisclosures#testing-instructions) and walk through:&#x20;
5. Issuing disclosures.&#x20;
6. Selecting Maxwell POS delivery.&#x20;
7. Borrower and lender signing flows.&#x20;
8. Disclosure document e-folder mapping&#x20;
9. Disclosure logs updates&#x20;
10. Begin live loans with borrowers just ensure LOs select “Maxwell POS” as the delivery method&#x20;
11. As a fallback, LOs can choose “Encompass Delivery” from the delivery method dropdown to use the existing Consumer Connect signing flow.&#x20;

**Issue Reporting:**&#x20;

* For urgent issues continue using <help@himaxwell.com> for immediate support &#x20;
* For feature request enhancements, use in-app feedback via the “Feedback” button on the POS left-hand sidebar.&#x20;
* Debrief LOs to gather feedback.&#x20;

**Goals:** &#x20;

* Complete at least 200 disclosure tasks across test sites&#x20;
* Identify and resolve any critical bugs or experience gaps.&#x20;
* Ensure LO and disclosure desk confidence in the new experience—equal to or better than ECC delivery.&#x20;

### 4. General Availability – August - September&#x20;

**Goal:** \
Roll out Maxwell Hosted Disclosures organization-wide.&#x20;

**Actions:**&#x20;

1. Train all LOs and staff.&#x20;
2. Distribute updated training documentation.&#x20;
3. Repeat onboarding (Step 1) for all remaining POS sites.&#x20;
4. Have LOs run test files to:&#x20;
5. Issue disclosures.&#x20;
6. Use the Maxwell POS delivery method.&#x20;
7. Complete the full signing experience.&#x20;

**Support:** \
Continue reaching out to <help@himaxwell.com> as needed.&#x20;

**Fallback Option:** \
LOs may still select “Encompass Delivery” to revert to Consumer Connect as needed.&#x20;

**Feedback Loop:**&#x20;

* We will survey LOs periodically with a disclosures specific survey to gather insights to improve the experience.&#x20;
* NPS surveys feedback&#x20;
* Borrower c-Sat feedback&#x20;
* Customer success team check-ins with admin teams