• Software Categories
    View All
  • Company
    About UsVendors
Software Advice Logo
Home

/

Loan Origination Software

/

Maxwell

Overview
Reviews

Maxwell 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Maxwell
Maxwell
4.5
(12)

Pricing

Starting at $199.00 per month

About Maxwell

Maxwell is a mortgage optimization platform that offers mortgage solutions for local lenders in America. With the aim of helping lenders stay ahead of the competition, the platform provides a state-of-the-art experience for borrowers, streamlines workflow, and improves margins.

Maxwell's mortgage optimization platform goes beyond loan applications and document management by providing forward-looking technology for the entire mortgage origination process. Users can customize the platform to suit their specific needs, choosing the solutions they want or using the whole platform.

Maxwell offers various solutions, including Point of Sale, Business Intelligence, Underwriting Solutions, Closing Solutions, Fulfillment, Diligence, Capital, Capital Correspondent, and Private Label Origination.

Maxwell Screenshots

0
0
1

Maxwell Pricing and Plans

Starting price: $199.00 per month
Free Trial
Free Version

Basic

$199.00

per user, per month

No plan information available

    Maxwell Features

    • Popular features found in Loan Origination
      Audit Trail
      Automated Decisioning/Underwriting
      Compliance Management
      Customer Management
      Electronic Signature
      Financial Analysis
      Loan Management
      Loan Portfolio Management
      Online Applications
      Payment Collection
      Workflow Management
    • More features of Maxwell
      Activity Dashboard
      Alerts/Notifications
      API
      Borrower Management
      Credit Reporting
      Customizable Branding
      Customizable Reports
      Document Management
      Electronic Applications
      For Borrowers
      For Brokers
      HUD Settlement Statements
      Lead Management
      Loan Origination
      Loan Processing
      Multi-Branch
      Multi-Company
      Outsource Processing
      Pipeline Management
      Pre-Qualification
      Real-Time Reporting
      Reminders
      Reporting & Statistics
      Residential Mortgages
      Search/Filter
      Secure Data Storage
      Status Tracking
      Task Management
      Template Management
      Third Party Loan Origination
      Visual Presentation

    Maxwell Integrations

    MeridianLink Mortgage
    MeridianLink Mortgage

    Maxwell User Reviews

    Overall Rating

    4.5

    Ratings Breakdown

    5

    75%

    4

    17%

    3

    0%

    2

    0%

    1

    8%

    Secondary Ratings

    Ease of Use

    4.5

    Value for money

    4.1

    Customer support

    4.5

    Functionality

    4.3

    Shauna's profile

    Shauna T.

    Verified reviewer

    Banking

    201-500 employees

    Used daily for less than 2 years

    Review source

    Reviewed August 2018

    Progessive Mortgage Lending

    5

    Maxwell empowers us to reach the clients faster, work on their schedule, and offer an easy to use, secure, alternative to visiting a brick and mortar bank branch. Clients have a clear list of what is needed that they can access at any time and upload the documentation needed at anytime. Clients can even take pictures of documents with their phones! This may sound small, but it's pretty great. Maxwell provides easy to templates that proactively communicate with clients as well as referral partners with the touch a button. It keeps the transparency between all parties allowing the timeline from application to remain true and unbiased. Maxwell is a leader in Progressive Mortgage Lending and I can't wait to see what the future holds!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Ease of use, accessibility, simplicity of tasks, transparency of communications between the lending team, referral partners, and the clients.
    Cons:
    Issues with my company's Firewall due to the Box integration that can block our ability to view submitted documentation. Troubleshooting for this has not been ideal.

    Read More

    TO

    Trystan O.

    Verified reviewer

    Financial Services

    201-500 employees

    Used daily for less than 12 months

    Review source

    Reviewed April 2020

    Happy customer/user

    4

    Overall satisfied - took some getting used to at first, but I have utilized the DocuSign feature for this product heavily, and it's expedited things immensely on all of my files.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Maxwell/FastTrack helps to make upload of borrower-specific docs much easier, and our borrowers like using it as it sends their documents to us (the lender) securely/safely. Also - the task reminders have proven helpful to our busier clients
    Cons:
    It doesn't always quickly update the file's status based on the updates in our origination software (LQB), right away; I usually have to manually update the milestones in the drop downs in Maxwell, which isn't a major inconvenience or anything... Just would like it if it was more automated, in that it changes the milestones in Maxwell at the same time/same day that the milestone changes in the actual loan file. (And yes, the LQB Loan #s are entered and verified on each of my files, so I can upload directly to LQB from Maxwell.... I think it's just a lag in the systems' communications between one another.)

    Read More

    BJ

    Brett J.

    Verified reviewer

    Graphic Design

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed May 2025

    Lost a Client For Life!

    1

    They refuse to cancel service and will not provide a refund. My overall experience is “disappointing”.

    Ratings Breakdown

    1
    Ease of use
    1
    Value for money
    1
    Customer support
    1
    Functionality
    icon
    Pros:
    I used Maxwell for over 8 years. What they offer in their software works rather well. But, if you need to cancel your service, watch out!
    Cons:
    When I changed companies I found out they do not allow the use of Maxwell. I paid for their service for 1 year. I asked to cancel their service and requested a refund for the months that I would not be using. They refused and they are forcing me to pay for Maxwell for several more months, even though I will not be using it. They have lost a client for life due to being greedy.

    Vendor Response

    We thank Brett for his positive words regarding the functionality of the Maxwell Point of Sale.  Unfortunately, Brett wanted to end his contract outside of his cancellation window and receive a refund for the entire term.  While we are open to being creative with our customers, we were unable to refund Brett in the midst of his current term.

    Replied May 2025

    Read More

    MM

    Mike M.

    Verified reviewer

    Banking

    201-500 employees

    Used daily for less than 2 years

    Review source

    Reviewed April 2020

    Maxwell

    5

    high level of satisfaction.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Customer tracking which has led to loans that would have fallen out of my pipeline.
    Cons:
    Some of the 1003 features ie the order of imputing the borrowers info, REO not flowing to the REO section.

    Read More

    DH

    Don H.

    Verified reviewer

    Banking

    201-500 employees

    Used daily for less than 12 months

    Review source

    Reviewed April 2020

    Great software to increase your business and efficiency

    5

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    This product is very easy to use and is a huge time saver. It really improves efficiency among our team.
    Cons:
    Sometimes issues come up that could use improvement but most of the time we can make the changes needed to improve the functionality.

    Read More

    MG

    Maegan G.

    Verified reviewer

    Real Estate

    51-200 employees

    Used weekly for less than 2 years

    Review source

    Reviewed May 2020

    Review

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Helps my clients feel their information is secure, I like that it syncs with our system and auto transfers approved documents. Ease of use for client and myself.
    Cons:
    My agents seem to have issues with the functionality of the FlexLetters

    Read More

    KJ

    Kaci J.

    Verified reviewer

    Financial Services

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed October 2020

    Great software!

    5

    Anytime I have had an issues, it has been resolved quickly.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I use Maxwell daily and the ease and convenience of it is priceless. I love that borrowers can upload documents and it syncs right to my loan file. It cuts out so many steps!
    Cons:
    The only thing I wish is that it was incorporated within my loan software.

    Read More

    ZF

    Zachary F.

    Verified reviewer

    Financial Services

    201-500 employees

    Used daily for less than 6 months

    Review source

    Reviewed January 2021

    Very Easy to Use

    5

    Incredibly easy, quick, and allows for secure communication with our borrowers.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    This makes it incredibly easy to send requests and receive documents from our borrowers securely and quickly.
    Cons:
    At times bugs will pop up that push documents out multiple times to the loan.

    Read More

    PW

    Patrick W.

    Verified reviewer

    Financial Services

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed July 2020

    Easy

    4

    Great

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    easy to use and manage a large number of customers and their documents. The customization of when reminders go out is great
    Cons:
    Nothing comes to mind. Sometimes things aren't easy to customize or to quickly look at at a glance.

    Read More

    GR

    Gina R.

    Verified reviewer

    Banking

    1001-5000 employees

    Used daily for less than 6 months

    Review source

    Reviewed November 2020

    EasyMax

    5

    I like how easy it is for collecting documents

    Ratings Breakdown

    5
    Ease of use
    5
    Functionality
    icon
    Pros:
    It is friendly and so easy to use for clients.
    Cons:
    I am under the impression that clients can't go back and edit their application after it's been submitted?

    Read More

    Showing 1 - 10 of 12 Reviews
    See All Reviews

    Popular Maxwell Alternatives

    Main Product
    Maxwell

    Maxwell

    4.5
    (12)

    Ratings Breakdown

    • 4.50Ease of use
    • 4.14Value for money
    • 4.55Customer support
    • 4.33Functionality

    Pricing

    Starting at $199.00 per month

    Alternative Product
    LendingPad

    LendingPad

    4.4
    (134)

    Ratings Breakdown

    • 4.24Ease of use
    • 4.47Value for money
    • 4.57Customer support
    • 4.24Functionality

    Pricing

    Starting at $50.00 per month

    Alternative Product
    Mortgage Automator

    Mortgage Automator

    4.9
    (112)

    Ratings Breakdown

    • 4.89Ease of use
    • 4.87Value for money
    • 4.93Customer support
    • 4.84Functionality

    Pricing

    Available upon request

    Alternative Product
    LendingWise

    LendingWise

    4.6
    (72)

    Ratings Breakdown

    • 4.44Ease of use
    • 4.46Value for money
    • 4.53Customer support
    • 4.38Functionality

    Pricing

    Starting at $149.00 per month

    Alternative Product
    nCino’s Mortgage Suite

    nCino’s Mortgage Suite

    4.8
    (126)

    Ratings Breakdown

    • 4.73Ease of use
    • 4.81Value for money
    • 4.67Customer support
    • 4.65Functionality

    Pricing

    Available upon request

    Alternative Product
    BNTouch Mortgage CRM

    BNTouch Mortgage CRM

    4.6
    (95)

    Ratings Breakdown

    • 4.29Ease of use
    • 4.39Value for money
    • 4.58Customer support
    • 4.44Functionality

    Pricing

    Starting at $95.00 per month

    See what companies are saying about Software Advice