Exportable PDF package for LOS upload

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

What is in the PDF export?

An organized summary of checklist items and associated documents from the borrower file — suitable for principal broker review or manual LOS upload. Exact format follows Hivi-X export settings.

Does Hivi-X upload directly to Finmo or BOSS?

No. You export the PDF and upload to your LOS or lender portal manually.

When should I export?

After all checklist items are submitted and approved — before lender submission or principal broker sign-off.

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