From client documents to lender-ready packages in minutes.
A step-by-step look at how Caivus processes your mortgage documents.
Create an application
Start a new deal by creating an application. Each application is its own workspace — a single place to manage documents, track progress, and keep everything organized for that client.
Upload your client’s documents
Drag and drop your client’s files into the application — T1 Generals, T4s, NOAs, bank statements, employment letters, and more. Upload as many as you need at once.
Caivus processes everything automatically
Each document is identified, renamed with the correct details, and sorted into the right category — income, banking, property, identification, and more. No manual work required.
Review extracted data and flagged issues
Caivus extracts key data from each document and flags anything that needs attention. Review the results, address any flags, and confirm everything is ready before export.
Verify down payment sources
Upload your client’s bank statements to the Down Payment Verification tool. Caivus parses every transaction, flags large deposits, detects cross-account transfers, and generates a verification report with a downloadable Excel export.
Export a lender-ready package
Export your organized, renamed documents directly to Google Drive or Dropbox — structured by document type with proper naming conventions. Everything the lender expects, ready to submit.
Ready to see it for yourself?
Try Caivus free for 14 days. No commitment, no complexity.