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The Challenge: Manual Document Preparation & Compliance Burden

Lien releases and assignments are mission-critical in loan servicing, yet most organizations still rely on manual, error-prone processes. From creating jurisdiction-specific templates to re-keying borrower and loan details, every step introduces the risk of delays, inaccuracies, and compliance violations.

What should be a straightforward process often becomes a bottleneck—slowing investor delivery, straining operations teams, and exposing institutions to regulatory scrutiny. Manual exception handling, formatting, and multi-format exports can consume days of effort and make it difficult to scale efficiently.

The MAX Solution

MAX was built to eliminate these inefficiencies. By combining AI-driven automation with dynamic templates and compliance-ready workflows, MAX simplifies the entire lien release and assignment lifecycle—from data intake to recording and delivery.

Instead of chasing errors and formatting issues, your team can rely on MAX to ensure speed, accuracy, and investor compliance—every single time.

With MAX, mortgage and servicing teams can:

Generate lien releases and assignments in minutes using dynamic templates
Automate field population and validation to reduce human error
Flag and route exceptions instantly with audit-ready tracking
Export documents in multiple investor-ready formats
Deliver packages securely through API, SFTP, or direct integrations
shape shape

How MAX Transforms Your Operations

AI-Powered Document Generation from Generation to Recording

MAXLien, the revolutionary platform for Assignment and Lien Release tracking and document generation. With MAX, you can streamline your workflow and take control of the assignment and lien release process like never before

Everything your team needs to track document status

MAX makes it easy for hybrid teams to track, generate, and work on any device and from anywhere. Plus, it’s easy to scale—deploy new users and global offices in minutes.

Built on Clean Data

MAX doesn’t work in isolation — it connects with STACX to handle unstructured documents. Whenever a workflow requires data from scanned loan files, STACX automatically extracts, classifies, and validates the content before passing it into MAX.

This integration ensures every MAX-driven workflow starts with clean, reliable data — so dynamic templates, rules, and investor-ready outputs are always accurate. By combining STACX’s document intelligence with MAX’s workflow automation, teams eliminate data silos and maintain a continuous, end-to-end process.

Core Features & Capabilities

Dynamic, jurisdiction-specific templates

Automated field population & validation

Workflow-driven document generation

E-Recording Integrations

Multi-format exports

Audit-ready compliance logs

API & SFTP delivery options

Users & Partner Portals

Benefits & Results

1 st

100% Compliance Visibility
across all generated docs

2 nd

Faster Investor Delivery
with automation-first workflows

3 nd

Zero Manual Formatting
with dynamic templates

4 rd

Improved Downstream Accuracy
reducing conditions and rejections

5 th

Scalable Generation
across multiple loan products & investors

Popular Questions About MAX

Yes — partners and clients can upload GSE-aligned templates, and MAX dynamically applies them.

Yes — workflows and templates are fully configurable.

Exceptions (e.g., missing borrower data) are flagged instantly for correction.

Yes — MAX supports API and SFTP integration with major LOS and doc management systems.

No — AOLs are delivered via partners using MAX as their automation backbone.

Multiple — from PDF investor packages to structured data exports for custodians or LOS.

Typical onboarding is 4–8 weeks, depending on customization needs.

Case Studies & Related Solutions

Powered by STACX, driving measurable results

Lien Releases

Fast, compliant lien release generation and delivery.

Explore more

Security & Compliance

MAX is built with compliance-first design: encryption, jurisdictional templates, and audit logs ensure end-to-end integrity of all generated documents.

Learn More

Ready to simplify investor-ready document generation?

Request a Demo
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