All Maxwell Reviews
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Shauna
Verified reviewer
Banking, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2018
Progessive Mortgage Lending
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!
PROSEase of use, accessibility, simplicity of tasks, transparency of communications between the lending team, referral partners, and the clients.
CONSIssues 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.
Mike
Banking, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Maxwell
high level of satisfaction.
PROSCustomer tracking which has led to loans that would have fallen out of my pipeline.
CONSSome of the 1003 features ie the order of imputing the borrowers info, REO not flowing to the REO section.
Trystan
Financial Services, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2020
Happy customer/user
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.
PROSMaxwell/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
CONSIt 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.)
Don
Banking, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2020
Great software to increase your business and efficiency
This product is very easy to use and is a huge time saver. It really improves efficiency among our team.
CONSSometimes issues come up that could use improvement but most of the time we can make the changes needed to improve the functionality.
Maegan
Real Estate, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2020
Review
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.
CONSMy agents seem to have issues with the functionality of the FlexLetters
Kaci
Financial Services, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2020
Great software!
Anytime I have had an issues, it has been resolved quickly.
PROSI 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!
CONSThe only thing I wish is that it was incorporated within my loan software.
Zachary
Financial Services, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Very Easy to Use
Incredibly easy, quick, and allows for secure communication with our borrowers.
PROSThis makes it incredibly easy to send requests and receive documents from our borrowers securely and quickly.
CONSAt times bugs will pop up that push documents out multiple times to the loan.
Patrick
Financial Services, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2020
Easy
Great
PROSeasy to use and manage a large number of customers and their documents. The customization of when reminders go out is great
CONSNothing comes to mind. Sometimes things aren't easy to customize or to quickly look at at a glance.
Gina
Banking, 1,001-5,000 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed November 2020
EasyMax
I like how easy it is for collecting documents
PROSIt is friendly and so easy to use for clients.
CONSI am under the impression that clients can't go back and edit their application after it's been submitted?
Kristi
Banking, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Great system!
I love the ease of this product. It is so helpful in keeping in constant communication with my clients.
CONSThere were occasional errors in syncing up with my LOS system.
Caitlin
Real Estate, 201-500 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2020
Love it!
Easy to use, easily mobile friendly, easily integrated!
CONSLooking for a little more product availability.