# Maxwell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Maxwell the right Loan Origination solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/157751/Maxwell-Financial-Labs/reviews --- Maxwell 4.5 (12) [View alternatives](https://www.capterra.com/p/157751/Maxwell-Financial-Labs/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Maxwell Ease of use 4.5 Customer Service 4.5 ## Showing most helpful reviews Showing 1-12 of 12 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Shauna T. AVP, Mortgage Processing Manager/Underwriter Banking Used the software for: 1-2 years ### "Progessive Mortgage Lending" August 3, 2018 5.0 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! 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. Review Source TO Trystan O. Loan Processor Financial Services Used the software for: 6-12 months ### "Happy customer/user" April 22, 2020 4.0 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. 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.) Review Source BJ Brett J. Worker Graphic Design Used the software for: 2+ years ### "Lost a Client For Life!" May 2, 2025 1.0 They refuse to cancel service and will not provide a refund. My overall experience is “disappointing”. 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. Review Source Response from Maxwell Financial Labs May 12, 2025 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. MM Mike M. LO Banking Used the software for: 1-2 years ### "Maxwell " April 7, 2020 5.0 high level of satisfaction. 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. Review Source DH Don H. loan officer Banking Used the software for: 6-12 months ### "Great software to increase your business and efficiency" April 27, 2020 5.0 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. Review Source MG Maegan G. Branch Manager Real Estate Used the software for: 1-2 years ### "Review" May 22, 2020 5.0 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 Review Source KJ Kaci J. Mortgage Loan Originator Financial Services Used the software for: Less than 6 months ### "Great software!" October 30, 2020 5.0 Anytime I have had an issues, it has been resolved quickly. 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. Review Source ZF Zachary F. Processor Financial Services Used the software for: Less than 6 months ### "Very Easy to Use" January 6, 2021 5.0 Incredibly easy, quick, and allows for secure communication with our borrowers. 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. Review Source PW Patrick W. LO Financial Services Used the software for: Less than 6 months ### "Easy" July 31, 2020 4.0 Great 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. Review Source GR Gina R. Loan Officer Assistant Banking Used the software for: Less than 6 months ### "EasyMax " November 27, 2020 5.0 I like how easy it is for collecting documents 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? Review Source KT Kristi T. Branch Manager Banking Used the software for: Less than 6 months ### "Great system!" May 12, 2020 5.0 Pros I love the ease of this product. It is so helpful in keeping in constant communication with my clients. Cons There were occasional errors in syncing up with my LOS system. Review Source CL Caitlin L. recruiter/loan officer Real Estate Used the software for: 6-12 months ### "Love it!" April 13, 2020 5.0 Pros Easy to use, easily mobile friendly, easily integrated! Cons Looking for a little more product availability. Review Source Similar Products Featured ## Related categories [Loan Origination](https://www.capterra.com/loan-origination-software/)