Mortgage pre-approval letter offer intake QC for realtors

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 should realtors QC on a pre-approval letter?

Borrower names match APS, approved amount covers offer, expiry date after condition deadline, lender letterhead, and any stated conditions the broker should know.

Who uploads — buyer or mortgage agent?

Often buyer or their mortgage agent; listing-side coordinator should file to the buyer transaction checklist same day.

Does Hivi-X replace the mortgage broker?

No. Hivi-X stores and QC's the document on the real estate file. Financing advice stays with licensed mortgage professionals.

Can co-buyers share one file?

Yes — one buyer file with separate ID and financing lines per person if needed.

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