--- description: Review of Maxwell Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Maxwell | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Loan Origination Software](/directory/4557/loan-origination/software) > [Maxwell](/software/255039/maxwell) # Maxwell Canonical: https://www.softwareadvice.com.au/software/255039/maxwell Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/255039/maxwell?page=2) > 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. > > Verdict: Rated **4.5/5** by 12 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 12 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Maxwell Financial Labs - **Location**: Denver, US - **Founded**: 2015 ## Commercial Context - **Starting Price**: USD 199.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Starter: $99/month (annual) Professional: $139/month (annual) Enterprise: Contact Maxwell Financial Labs for pricing information. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, Spanish - **Available Countries**: United States ## Features - API - Activity Dashboard - Alerts/Notifications - Audit Trail - Borrower Management - Compliance Management - Credit Reporting - Customer Management - Customisable Branding - Customizable Reports - Document Management - Electronic Applications - Electronic Signature - Financial Analysis - For Borrowers - For Brokers - HUD Settlement Statements - Lead Management - Loan Management - Loan Origination ## Integrations (2 total) - Encompass - MeridianLink Mortgage ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Loan Origination Software](https://www.softwareadvice.com.au/directory/4557/loan-origination/software) ## Related Categories - [Loan Origination Software](https://www.softwareadvice.com.au/directory/4557/loan-origination/software) - [Mortgage Software](https://www.softwareadvice.com.au/directory/4208/mortgage/software) ## Alternatives 1. [LendingWise](https://www.softwareadvice.com.au/software/76638/lendingwise) — 4.6/5 (72 reviews) 2. [Mortgage Automator](https://www.softwareadvice.com.au/software/211774/mortgage-automator) — 4.9/5 (112 reviews) 3. [nCino’s Mortgage Suite](https://www.softwareadvice.com.au/software/173731/simplenexus) — 4.8/5 (126 reviews) 4. [BNTouch Mortgage CRM](https://www.softwareadvice.com.au/software/127795/bntouch) — 4.5/5 (95 reviews) 5. [The Mortgage Office](https://www.softwareadvice.com.au/software/84138/the-mortgage-office) — 4.8/5 (285 reviews) ## Reviews ### "Progessive Mortgage Lending" — 5.0/5 > **Shauna** | *3 August 2018* | Banking | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- ### "Happy customer/user" — 4.0/5 > **Trystan** | *22 April 2020* | Financial Services | Recommendation rating: 8.0/10 > > **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.) > > 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. ----- ### "Lost a Client For Life\!" — 1.0/5 > **Brett** | *2 May 2025* | Graphic Design | Recommendation rating: 0.0/10 > > **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. > > They refuse to cancel service and will not provide a refund. My overall experience is “disappointing”. ----- ### "Maxwell" — 5.0/5 > **Mike** | *7 April 2020* | Banking | Recommendation rating: 10.0/10 > > **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. > > high level of satisfaction. ----- ### "Great software to increase your business and efficiency" — 5.0/5 > **Don** | *27 April 2020* | Banking | Recommendation rating: 10.0/10 > > **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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/255039/maxwell?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/255039/maxwell) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data