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Maxwell Point of Sale
White-labeled mortgage point-of-sale that collects applications and documents, checks uploads and syncs with the LOS, with optional fulfillment services.
| What the AI does | AI-Powered Document Validation: scans borrower uploads for legibility, password protection, document type against the task, completeness and splitting. |
|---|---|
| Who it serves | Retail lender branches, Mortgage teams |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Lender branch |
| Category | Document Collection, OCR & Processing Automation |
| Also fits | Pre-Approval, Pricing & Scenario Tools |
| Works with | Encompass, MeridianLink, Byte, Finastra, Mortgagebot, Optimal Blue, Polly, Mortech |
| Compliance | Posted on the vendor's site: SOC 2 Type II; AES-256 encryption in transit and at rest. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Maxwell Point of Sale is a white-labeled POS built for banks, independent mortgage banks and credit unions, with optional fulfillment services alongside, and it is priced by quote. Its AI-Powered Document Validation checks every borrower upload for legibility, password locks, the right document type, missing pages and files that should be split.
The vendor names Encompass, MeridianLink, Byte, Finastra and Mortgagebot on the LOS side and Optimal Blue, Polly and Mortech for pricing, and the product page posts SOC 2 Type II and AES-256 encryption in transit and at rest. Maxwell was acquired by PLACE in September 2026 and continues to operate under its own name.
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