Four Simple Steps
From messy client documents to lender-ready packages in minutes. See how Caivus automates your entire document workflow.
Upload Your Documents
Drag and drop your client's documents into Caivus — T1 Generals, T4s, bank statements, NOAs, employment letters, and more. Upload individually or in bulk.
- Drag-and-drop or bulk upload
- Supports PDF, images, and scanned documents
- Encrypted and stored on Canadian servers
AI Identifies & Renames
Caivus automatically identifies each document type, renames files with extracted details (names, dates, amounts), and organizes them into the right categories.
- Automatic document type detection
- Smart renaming with extracted information
- Organized by category automatically
Extract Key Details
Caivus analyzes each document to extract key data points — income figures, employment details, property information — and flags anything that needs attention before submission.
- Key data extraction from each document
- Document-level issue flagging
- Recommendations for each document
Export Lender-Ready Packages
Export your organized, renamed documents as a structured package ready for lender submission. Choose Google Drive, Dropbox, or download as a ZIP file.
- Lender-compliant folder structure
- Export to Google Drive, Dropbox, or ZIP
- Properly named and categorized files
The Caivus Advantage
Reclaim Your Time
Save 5+ hours on every deal. Stop manually sorting, renaming, and organizing documents — let AI handle the tedious work in seconds.
Submit with Confidence
AI catches missing documents and flags issues before you submit. Fewer rejections, less back-and-forth with lenders, faster approvals.
Scale Your Operations
Process more applications without hiring additional staff. Focus on building client relationships instead of drowning in paperwork.
Ready to save hours on every deal?
From messy documents to lender-ready packages in minutes. Start your free trial today.