BUILT FOR LOAN OFFICERS

Mortgage technology with a human touch.

Modern borrower experience

An intuitive platform

Give your borrowers the online experience they expect, from any device, any time.

Digitized document pulls

Borrowers can enjoy connectivity to 15,000 financial institutions to automate doc requirements, such as bank statements

Friendly, smart 1003

Intelligent loan application makes it easy for your borrowers, or for you, to speed through an important step in the process.

Milestone updates

Questions on progress are quickly answered for borrowers in their dashboard and through regular email and text notifications.

Secure cloud storage

Effortlessly and securely exchange documents with borrowers through your common digital workspace in the cloud.

Pipeline management made easy

Borrower task management

Smoothly manage needs lists across your entire pipeline of borrowers, including borrower documents, letters of explanation and e-signing.

Notifications & reminders

Automatic reminders hold homebuyers accountable to complete tasks as Maxwell drives loans to close faster.

Sync easily with any LOS

Maxwell’s intuitive design makes it a snap to quickly suck data and borrower documents into any loan origination system.

Data reporting

Gain insights into your pipeline and performance to identify opportunities to improve your process.

Automated realtor updates

Impress your referral partners with transparency into their buyer’s mortgage with Maxwell’s milestone updates.

A powerful network

Online reputation

Collect reviews and build your online reputation, improving your search rankings. Build your business and let us shout it to the world.

Knowledge sharing

Benefit from the large network of Maxwell loan officers, including libraries of needs lists, letters of explanation and other templates.

Team collaboration and branch tools

Manage borrowers across your team

Designate access for loan officer assistants and processors, while retaining loan officer as the “face” of the mortgage experience.

Share support teams

Loan officer assistants and processors can seamlessly support multiple loan officers within Maxwell.

Manager dashboards

Connect the dots across your branch, understanding production, pull-through and top-of-funnel leads. Identify and remove obstacles to success.

Performance reporting

Understand loan officer and LOA performance, including client engagement metrics, with just a click of a button.

Secure and compliant

Compliant

Our priority is to ensure full compliance. We provide audit tools and enable loan officers to define collection of the 6 pieces of information to manage TRID requirements. And we meet federal guidelines for storing borrower data.

Secure collaboration

Borrower data is precious. That’s why we leverage enterprise-grade AES-256 encryption with SOC II and ISO 27001 compliance, encrypting data in transit and at rest.

Ready to make your homebuyers happy?

Start using Maxwell. Request a demo to start your free trial.