The fastest, most accurate way to process mortgage documents.
Rename, sort, and review your client documents automatically — so you can focus on closing deals.
Interactive Demo
Everything you need to handle client documents — in one place.
Automatic renaming. Every document, named correctly.
Organized instantly. Filed into the right category.
AI-powered review. Issues surface early, not at the lender's desk.
Upload bank statements. Caivus parses every transaction, flags large deposits, detects cross-account transfers, and generates a downloadable Excel report — in the time it takes to refill your coffee.
How it works.
Drag and drop your client's files — T1 Generals, T4s, NOAs, bank statements, employment letters, and more.
Documents are identified, renamed, sorted into categories, and reviewed — automatically.
Download as a ZIP, or export directly to Google Drive or Dropbox — organized by document type with proper naming.
Use Caivus alongside the tools you already have.
Caivus is the document layer for your existing workflow.
Documents handled with care.
Canadian Data Residency
Your client documents are stored and processed entirely within Canada — never routed through foreign servers.
End-to-end Encryption
All files are encrypted with AES-256 at rest and TLS 1.2+ in transit, protecting data at every step.
PIPEDA Compliant
Caivus is built to meet Canadian federal privacy requirements, so you can handle personal information with confidence.
Start processing documents faster — today.
Try Caivus free for 14 days. No commitment, no complexity.