POS Release Notes – September 2023

September 14th - September 27th

Features

  • Back by popular demand, confetti is back to the loan application submission screen. 
  • Prefill Homeowners Insurance quote information from loan application data.

Bugs/Code Cleanup

  • In the event that a borrower changes their name or e-mail the point of sale will re-issue the e-sign and credit authorization to obtain a valid authorization that matches the borrower's contact information. The doc vault will keep a record of both the initial authorization as well as the new authorization with date/time stamps for auditing records. 

 

 

 


August 30th - September 13th

Features

Maxwell eSign 

In our new Borrower UX, a lender can request for our borrower to review and sign documents like authorization forms, letters of explanation, and other documents using our e-sign feature. The lender can create a review & sign document task and add the required documents and signatures for the borrower. Then the borrower will see the signable document task on their task list and be able to review and securely sign the document. At the end, both the borrower and lender will see a pdf of the signed document in the document vault which will sync over to your LOS doc folders. 

Maxwell Payments (mPay)

In our new Borrower UX, a lender can request for our borrower to pay for loan file processing fees like appraisals and credit reports using our mPay feature. The lender can create a payment task and enter the amount required from the borrower. Then the borrower will see the payment task on their task list and be able to enter their credit card information to securely pay for the transaction. In the end, both the borrower and lender will see a receipt for the transaction in the document vault which will sync over to your LOS doc folders. 

Homeowners Insurance Task

In our new Borrower UX, the borrower has the option to request a homeowners insurance quote from leading insurance providers if they do not already have homeowners insurance on their new property. Upon entering their information they will receive the best quote available and contact information to follow up if they would like to see quotes from additional providers. 

 

Bugs/Code Cleanup 

  • Fixed a bug where custom task titles created by the lender were not displaying to the borrower. 
  • Added a notice to mPay users that Amex is not an accepted form of payment.
  • Fixed an issue so that the borrower is always redirected to the next open task after task submission. 
  • Fixed various UI bugs 

 

 

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