Co-agent workflow for mortgage teams

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Does Hivi-X support multiple agents on one brokerage?

Yes. The Enterprise plan includes co-agent workflows for micro-brokerages. Agents share checklist templates and can collaborate on borrower files per your brokerage permissions.

Can each agent keep their own templates?

Yes. Agents build reusable templates in their checklist library. Principals can encourage standard templates across the team for supervision consistency.

Does Hivi-X replace brokerage LOS user management?

No. Hivi-X handles document collection. LOS access and agent licensing remain with your brokerage systems.

More Mortgage guides

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