Lender submission package workflow

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 submit to lenders?

No. Hivi-X collects, organizes, and exports borrower files. Lender submission stays in your LOS or lender portal.

What is the typical workflow before LOS upload?

Collect documents on a checklist, approve or reject uploads, confirm file completeness, export PDF for principal review if required, then manually upload to your LOS.

Can I use Hivi-X and Finmo together?

Yes. Collect and review in Hivi-X, then upload the exported package to Finmo or your lender workflow.

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