Uploading Documents to Your Lender

There are a few important things to know about uploading documents for your lender to review, and some things that will make it even easier for you!


Gathering documents is often one of the most frustrating and time consuming pieces of the mortgage process, but with Maxwell it doesn't need to be! Simply log into your existing accounts safely and securely, and we'll pull in your official PDF statements so you don't need to worry about whether it's current, complete, and official. Read on for how to do this!

  1. Log into Maxwell. Forgot your password? Don't worry, you can click here to reset it.
  2. Navigate to the task you want to link an account for, like Checking Account Statement, and click on "Link An Account."
  3. Search for the name of your financial institution, payroll provider, or tax preparation service in the search bar and hit enter.
  4. If nothing comes up, we may not be partnered with your institution yet - hopefully someday in the future! Hit the previous button at the top of the page and upload your documents instead.
  5. If multiple names come up, check for the exact match to your bank or institution, and click the box with the logo in it.
  6. Enter in the same login credentials you use to log into your bank or financial institution, and click Login.
  7. If you've entered in your login credentials and you're getting an error message:
     - Check to make sure that you're linking to the correct bank or institution. For example, ADP has five different portals! Check with your bank, HR team, or tax preparer to make sure you have the complete official name of your institution.
    - Use the link for "I don't know my login credentials for this account" to test the login on the bank or institution's webpage. This will let you reset your password or contact the bank if you aren't sure what your login credentials are:
  8. We'll now reach out to your bank or institution - this may take a couple of minutes! Hold tight.
  9. You may now be asked to verify your identity, either by way of a security code or question. This is called two factor authentication, and it's extremely important. Follow the prompts to verify your account:
  10. Once your account is verified, we'll pull in official statements, and display what's available for you to pull into your account. Select the statements you wish to import, and click "Import Statements." We'll pull the PDFs in directly to your task, doing the work for you!
  11. That's all there is to it! If you're having some trouble, a few things to keep in mind:
    • statements or documents are returned depending on the financial institution
    • some institutions restrict sending electronic documents
    • if you aren't sure about your password, use the "I don't know the credentials for this account" option.

Uploading Documents

Uploading documents to Maxwell is the fastest and easiest way to move your loan along - the sooner your loan officer reviews your documents, the closer you are to closing your loan! Read below on how to upload documents saved to your computer:

  1. Log into Maxwell. Forgot your password? Don't worry, you can click here to reset it.
  2. You'll now be on the "My Mortgage" page, where you'll upload all of your documents.
  3. Navigate to the task you wish to upload documents for (in this case, the checking account statement task), and click "Upload." Click the grey box in the modal that pops up, search and select your document on your computer, and click the blue "Upload" button. The page will refresh with the document is uploaded, and show under the task:

  4. Repeat this process for each task.
  5. Your lender will receive your securely uploaded documents, and now you're one step closer to closing your new loan!

Mobile Document Upload

Busy day? No time to stop at a desk to upload documents? No problem! Maxwell is mobile responsive, which means you can use it on your phone or tablet. If your lender is asking for a document right now and you've got your phone and your document, you can upload that ASAP without breaking your stride.

  1. Log into Maxwell on your phone or tablet. Forgot your password? Don't worry, you can click here to reset it.
  2. Navigate to the task you want to upload your document to, and click "Upload."
  3. You'll be able to select from a variety of option - in this option we're on an iPhone, and our immediate options are:
  4. If we click more, we get another set of options to upload from services our phone is connected to:
  5. If we select an option from the first page, we're reaching directly to the phone - we can take a picture of a document in front of us, or we can select one already taken. In the second set of options we can reach out to other services that we may have saved documents from other scans, like Google Drive. Once an image or document is selected, we'll confirm the upload, and the document or image will be added to the task.

What Kind of Files Can I Upload?

Need to upload a document but aren't sure what file type you can use? Look below for our list of accepted file types:

  • doc
  • docx
  • pdf
  • csv
  • jpeg
  • jpg
  • png
  • svg
  • txt
  • zip
  • xlsx

Files types not on this list will cause an error message; if you aren't sure if your file can be uploaded, don't hesitate to reach out and ask!

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