Features
AI-powered document intelligence that handles the tedious work so you can focus on closing deals.
Intelligent Document Processing
Automatically identify, rename, and categorize mortgage documents based on extracted information — no manual sorting required.
- Automatic document type identification
- Smart renaming with extracted details
- Organized by category for easy access
Underwriting Analysis
AI analyzes your entire mortgage application to flag issues, highlight missing information, and recommend improvements before submission.
- Key data extraction from every document
- Missing document identification
- Issue flagging and recommendations
Structured Package Export
Export lender-ready packages organized by document type with proper naming conventions — ready for submission.
- Export to Google Drive or Dropbox
- Download as organized ZIP file
- Lender-compliant folder structure
Team Collaboration
Invite underwriters to your dashboard and collaborate on applications with role-based access controls.
- Invite and manage team members
- Role-based access (broker & underwriter)
- Unlimited team members on all plans
Document Security
Your clients' sensitive financial documents are encrypted and stored securely on Canadian servers.
- Encryption at rest and in transit
- Canadian data residency
- PIPEDA compliant
Integrations
Connect with the tools you already use to streamline your document workflow from start to finish.
- Finmo integration
- Google Drive export
- Dropbox export
How Caivus Works
Document Intelligence
Caivus reads your documents like an experienced underwriter — but works in seconds. Our AI understands Canadian mortgage documents and extracts the details that matter.
- Understands T1 Generals, T4s, NOAs, bank statements, and more
- Extracts income, employment, and financial details
- Flags inconsistencies and missing information
Built for Canadian Brokers
Designed from the ground up for Canadian mortgage professionals. Our platform understands Canadian document types, lender requirements, and industry workflows.
- Canadian document types and naming conventions
- All data stored on Canadian servers
- PIPEDA-compliant data handling
Why Choose Caivus?
Save 5+ Hours Per Deal
Stop manually renaming, organizing, and verifying client documents. Caivus handles the tedious work in seconds so you can focus on closing deals.
Submit with Confidence
AI catches missing documents and flags issues before submission, reducing costly back-and-forth with lenders and improving approval rates.
Scale Your Operations
Process more applications without hiring additional staff. Focus on client relationships, not paperwork.
Ready to save hours on every deal?
See how Caivus can streamline your document workflow and help you close more deals.