Does Hivi-X submit to lenders?

Guide

Mortgage lender submission package workflow

Lender submission starts with a complete borrower file: intake, quality review, principal broker sign-off, then upload to Finmo, BOSS, Filogix, or a lender portal. Hivi-X owns intake through review and PDF export — not lender connectivity or automated submission.

Intake before LOS

The LOS expects a package — it does not chase missing pay stubs. Hivi-X checklist tracking shows what is outstanding before you open Finmo or Filogix.

Review and reject before submit

Approve or reject each upload. Blurry ID and mismatched income docs get caught on your side, not at the lender.

Principal broker sign-off

Export a PDF package with a file index for principal broker review. Micro-brokerages standardize intake across agents without six inboxes.

Manual LOS upload (by design)

Hivi-X does not integrate with lender APIs. You export and upload to the system you already use — complement, not replacement.

Organize borrower intake without the email chase

Reusable Ontario checklists, secure guest link (no account needed) or my-id.ca borrower uploads, and exportable packages alongside your LOS.

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FAQ

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

General information only — not legal, compliance, mortgage brokering, or FINTRAC advice. Hivi-X is document-collection software, not a licensed mortgage brokerage, FSRA registrant, KYC verifier, or AML screening service. FSRA/FINTRAC obligations remain with your brokerage. Consult your principal broker, compliance officer, and qualified counsel. Last updated 2026-07-09.