What teams are made of
Manage team roles, access, and pipeline unique to your organization in Maxwell.
Manage loans as a team
We know mortgages are a team sport, and Maxwell was designed to maximize collaboration and performance. With Maxwell, you can designate access for loan officer assistants and processors to support loan officers, while the loan officer remains the face of the loan. Your entire team’s pipeline of active borrowers is at your fingertips so you can identify strengths and opportunities to improve your process.
Wholesale & TPO teams, too
Maxwell’s flexible parent-child organization structure enables borrowers to have a single, digital point-of-contact throughout the loan experience that is branded for the TPO, while receiving support from your team on the back-end. Borrowers can be confident that they’re working with one team, and your TPO and broker partners will be equipped with the best digital tools to close loans faster and easier.
Maxwell at your (customer) service
Perfect for credit unions and community banks, Maxwell’s permissions flexibility enables organizations to implement a limited permission roles with ‘view only’ access to loan pipelines to keep borrowers updated on status, without access to sensitive data.
Want to learn more about Maxwell and how teams are improving their efficiency? Schedule a customized demo with our team.