Maxwell Launches Encompass Automation Suite, Eliminating Manual Workflows Between POS and LOS
Adriana Estrada
New suite automates disclosures, document management, pricing synchronization, and loan workflows for Encompass lenders
DENVER, Colorado – March 10, 2026 – Maxwell today announced the Encompass Automation Suite, a powerful set of automation and workflow capabilities designed specifically for lenders using ICE Mortgage Technology’s Encompass loan origination system (LOS). The suite expands Maxwell’s integration with Encompass, enabling lenders to automate key workflows, eliminate manual data entry, and streamline collaboration between borrowers, loan officers, and operations teams.
Despite decades of technology investment, mortgage origination workflows often remain fragmented across multiple systems. Loan teams still spend hours reconciling data, organizing documents, and coordinating tasks between the point of sale and the loan origination system. Maxwell’s Encompass Automation Suite is designed to eliminate that friction by automating key operational workflows between the Maxwell POS and Encompass.
More than 60% of lenders on Maxwell’s platform use Encompass, making it the most widely used LOS among Maxwell customers. With the Encompass Automation Suite, Maxwell deepens its investment in the Encompass ecosystem with purpose-built automation that ensures data flows seamlessly between the Maxwell Point of Sale and the LOS.
The Encompass Automation Suite introduces new capabilities that automate several of the most time-consuming workflows lenders manage between their POS and LOS. Rather than requiring lenders to change existing workflows, the Encompass Automation Suite works directly within the systems they already rely on:
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Hosted Disclosures Maxwell is the first point-of-sale platform to implement Encompass Hosted Disclosures, enabling lenders to natively manage disclosure workflows with Encompass Partner Connect delivering a seamless e-sign experience. Signed documents and disclosure data automatically sync back to the Encompass eFolder.
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DocAI-Powered Document Mapping Maxwell’s proprietary DocAI automatically classifies borrower-uploaded files and maps them directly to the correct Encompass eFolder categories, eliminating manual document sorting for loan assistants and operations teams. In production today, DocAI-powered workflows have helped borrowers complete required tasks 18% faster.
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Pricing and Rate Lock Synchronization Loan product selections, pricing, MI, housing expenses, fees and rate lock data generated in the Maxwell POS automatically sync back to Encompass, ensuring consistent loan data across both systems.
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Auto-Loan Import Loans that begin in Encompass will automatically import into Maxwell POS, enabling lenders to seamlessly transition borrower engagement, document collection, and collaboration into the point-of-sale experience.
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Auto-Team Assignments Team assignments configured in Encompass automatically sync to Maxwell POS, ensuring the correct loan officers, processors, and team members are assigned to each loan without manual setup.
- Enhanced Encompass Conditions – Maxwell automatically pulls conditions from Encompass into the Point of Sale for loan officers to quickly generate follow-up tasks and collect documents to prepare files for underwriting.
These capabilities build on Maxwell’s existing synchronization of loan data and documents with Encompass, enabling lenders to maintain a single source of truth across systems.
“Encompass is the operational backbone for the majority of lenders on our platform,” said John Paasonen, Co-founder and CEO of Maxwell. “The Encompass Automation Suite reflects our continued investment in that ecosystem. By automating key workflows between the POS and LOS, we’re helping lenders eliminate manual work, improve data accuracy, and operate with a truly synchronized POS-to-LOS workflow.”
By automating operational tasks that historically required manual coordination between systems, the Encompass Automation Suite enables lenders to reduce administrative workload while improving speed and data accuracy across the loan lifecycle.
“Operations teams spend an enormous amount of time managing workflows between systems,” said Rutul Dave, Chief Technology Officer at Maxwell. “Our goal with the Encompass Automation Suite is to remove that friction entirely. By automating document classification, disclosures, loan imports, and data synchronization, we’re helping lenders operate more efficiently while giving their teams better visibility into every loan.”
Early customers using Maxwell’s AI-powered document and workflow capabilities are already seeing measurable efficiency gains. Maxwell’s DocAI technology, for example, currently classifies 85% of uploaded borrower documents. To date, the system has decreased turn-times for tasks by 18% on loans using DocAI.
The Encompass Automation Suite is already available to lenders using Maxwell Point of Sale with Encompass with additional enhancements slated for release in Q2. For more information about Maxwell and its Encompass integrations, visit himaxwell.com.
About Maxwell
Maxwell provides America’s lenders with forward-looking technology and solutions for the entire mortgage origination process, from the loan application to the secondary market. Backed by a deep bench of industry expertise, Maxwell’s offerings enable lenders to stay ahead of the competition while improving their margins. Each day, Maxwell’s Point of Sale powers over 350 mortgage lenders, banks, and credit unions to serve tens of thousands of homebuyers with a modern lending experience. Lenders on Maxwell close loans more than 13 days faster, and their loan officers close over 40% more loans per month.
Founded in 2015, Maxwell is a member of the Mortgage Bankers Association and is proud to be built in Denver, Colorado.