Secure client portal for mortgage documents

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

Do borrowers need a my-id.ca account to upload?

Borrowers can use a secure guest link (no account needed; email OTP verification) or log into my-id.ca to upload checklist items.

How do borrowers get access?

Agents share the checklist with the client — an optional email notifies the borrower with a portal link. The borrower logs in and sees shared checklist items.

When should I use Hivi-X vs my brokerage LOS portal?

If Finmo or BOSS is mandated for every A-lender file, you may not need Hivi-X for standard pipeline deals. Hivi-X fits agents without a provided portal or for renewals and private deals outside the main pipeline.

More Mortgage guides

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