Pipeline, partners, processing, metrics and marketing on demand. Everyone who touches a loan gets their own secure login and works from the same home base.
FIG. 01
The home screen every role opens to. Pipeline health, the morning report and leaderboard, before the first coffee.
(02)
Most branches run on a CRM, three spreadsheets, a dozen email threads and a request form for every flyer. Every handoff is a place a lead goes cold.
MAX removes the handoffs.
ONE SYSTEM / EVERY ROLE(03) WHAT IT IS
Built and proven inside a working Fairway branch. Now becoming the standard system for every branch.
Origination, processing, contacts, calendar, metrics and management, connected. Update a loan once and everyone who needs it sees it.
Live rates, calculators, forecasting, training and a shared media drive. Stop hunting through bookmarks and inboxes.
Print, networking, brand content and digital presence resources, ready the moment you need them. No request queue.
(04) SELECT A ROLE
04.1 / FOR LOAN OFFICERS
Your pipeline, partners and production in one view, with the busywork handled.
04.2 / FOR PROCESSORS & LOAS
Conditions, documents and notes live on the loan, not in your inbox.
04.3 / FOR REALTOR PARTNERS
See where your clients stand any time, without waiting on a callback.
04.4 / FOR BRANCH & AREA LEADERS
Production, profitability and partnerships, live, without rebuilding a spreadsheet.
Eight modules. One home base. Every one already live and proven in a working branch.
Prospect to funded, plus incubate and credit-repair tracks. Speed to lead and conversion tracked automatically.
LOsPaste a screenshot from Encompass. MAX reads it and fills in the loan details for you.
ALLUW conditions, processor templates and loan notes that ping the LO, processor, LOA and underwriter.
PROCESSINGApproved Realtors track their own clients. Weekly stats go out in one click.
PARTNERSPurchase, refi and forecast tools, plus a client page with rent-vs-buy and cost-of-waiting in English and Spanish.
LOsPrint, growth and networking, brand content, digital presence and a shared media drive.
ALLLeaderboards, production, pricing, profitability, lead sources and sales-meeting prep.
LEADERSTwo-factor sign-in, role-based access, import controls and a field-level history of every edit.
ADMIN(06) WHY IT'S DIFFERENT
BEFORE
A generic CRM built for any sales team
Only the LO lives in it
Conditions buried in email threads
Partner updates by phone tag
Marketing: request, wait, revise
Reports rebuilt in spreadsheets
WITH MAX
Built for mortgage, start to fund
The whole loan team, plus partners
Conditions live on the loan
Partner portal and one-click stats
Marketing on demand, same system
Live production and profitability
h
h = 6.626 × 10−34 J·s
In 1900, physicist Max Planck proposed that energy moves in small, discrete packets he called quanta. That one idea launched quantum physics and earned him the 1918 Nobel Prize.
MAX runs on the same principle. Big results come from small actions done every time: every follow-up logged, every condition cleared, every partner kept in the loop. MAX makes the small actions automatic.
Small inputs.
Quantum results.
08.1 / TIME
[X]
[hours saved per LO, per week]
08.2 / SPEED
[X%]
[faster speed to lead]
08.3 / ADOPTION
[X]
[active users]
(09) FAQ
Fairway loan officers, processors, LOAs and branch leaders, plus Realtor partners their LO approves. Everyone gets their own secure login, and each role sees only what it needs.
MAX was built and proven in one Fairway branch and is being standardized so every branch runs on the same system. [Confirm rollout timeline.] Book a demo to see where your branch is on the schedule.
No. MAX works alongside your loan origination system. Drop in an Encompass screenshot and MAX reads the loan details, and approved data imports keep the pipeline current.
Only the pre-approvals and loans tied to them, their weekly stats and their LO's contact card. Never another partner's pipeline. Access can be revoked anytime.
Two-factor sign-in, role-based permissions, private document storage limited to the loan team and a field-level history of every edit.
[Confirm onboarding timeline.] Built-in training and an FAQ for every role are included from day one.
(10) BOOK A DEMO
A live walkthrough built around your role. Bring your questions. Leave with a plan for your branch.
REQUEST RECEIVED
You're on the list.
We'll be in touch soon.
Expect an email from the MAX team within [1 business day] to lock in your walkthrough.