Everything brokers need to process mortgage documents.
AI-powered tools that handle the tedious work — so you can focus on your clients.
Document Processing
Upload unsorted files and get back properly named, categorized, and reviewed documents — automatically.
Automatic document renaming
Lenders expect properly named documents. Upload unsorted client files and Caivus identifies each document, then renames it with the right details — document type, borrower name, year, and more.
Sorted by category, automatically
Lenders expect documents organized by type. Caivus categorizes every document into the right group the moment it's processed — income, banking, property, identification, and more — so there's nothing to drag around manually.
AI-powered document review
Submitting documents with missing data or inconsistencies leads to lender conditions and delays. Caivus extracts key data from each document and flags anything that needs attention — before it reaches the lender's desk.
Verification & Export
Verify down payment sources, convert files to the right format, and export lender-ready packages.
Down payment verification
Manually reviewing months of bank statements to source a down payment is time-consuming and error-prone. Caivus parses every transaction, flags large deposits, detects cross-account transfers, and generates a verification report with a downloadable Excel export.
Convert images to PDF
Clients often submit photos of documents instead of scans. Lenders require PDF format. Caivus automatically converts image uploads to PDF so every document meets lender submission standards.
Export to Google Drive and Dropbox
Once documents are renamed, sorted, and reviewed, they need to go somewhere. Export lender-ready packages directly to Google Drive or Dropbox — organized by document type with proper naming conventions.
Workspace
Manage your deals and collaborate with your team — all in one place.
Invite your team
Brokers don't work alone. Invite underwriters to your dashboard so your team can collaborate on applications with role-based access — everyone sees what they need, nothing they don't.
Manage applications in one place
Every deal has its own set of documents, borrowers, and deadlines. Caivus gives each application its own workspace — upload documents, track status, and keep everything organized per deal.
See it in action.
Try Caivus free for 14 days. No commitment, no complexity.