How it works
Your day, in three gestures.
Your client sends documents from their phone. You receive them already sorted. The summary is prepared in the Filogix Expert format. And the record of everything you verify stays dated. The rest of your work, talking to families and building their file, stays entirely yours.
You keep Filogix, your email, your CRM. Hypora only slips in where you lose your evenings.
The gesture, step by step
Collect
Your client photographs their documents from their phone. They arrive sorted on your side.
Prepare
The summary is structured in the Filogix Expert format, ready to copy, section by section.
Keep the record
Every document received is dated and kept in Canada, ready the day of an examination.
First gesture
Your client sends their documents. You receive them sorted.
You send a link. Your client photographs their documents from their phone, with no app to install and no password to remember. One photo goes up, then a second. Each one lands on the right line of the file, before your eyes. The bar moves on its own, and you see exactly what is still missing.
You stop chasing your clients. You are no longer the one texting your own clients on a Sunday night.
No app to install
Just a link. If your client can send a photo by text, they can send their file. That is all.
Reminders go out on their own
Hypora follows up with the client politely, at the cadence you set. You choose the pace, Hypora handles the reminders.
Every document on its line
The ID, the statement, the pay stub: everything lands in the right place as it arrives.
Wednesday, April 23
9:41
Your broker Sophie
Your mortgage file is progressing. One document left to add.
Document received
Sophie · just now
Second gesture
The summary is ready. You copy, you paste it yourself.
Hypora structures the file in the Filogix Expert format, section by section: identity, employment, property, loan. You did not choose this career to retype the same address for the fourth time in a day. Once everything is in order, you copy the block in one gesture, and you paste it yourself into your Filogix.
The summary is already in order. You no longer retype field by field, you copy, that is it.
You copy, you paste. Always you.
Hypora prepares the summary and places it in your clipboard. Pasting into Filogix Expert is your gesture, by hand. Hypora never writes into Filogix and never connects to it.
Third gesture
Meanwhile, the record documents itself.
Every document received is dated and kept. Your FINTRAC obligations move from “to document” to “documented · timestamped”, without you having to think about it. Every verification is timestamped, every document kept in Canada for five years. The day a notice arrives, the file is already gathered, dated, ready to present.
The morning the notice arrives, the proof is already held. Dated, sorted, ready to present.
FINTRAC compliance in detailID verified, sorted and dated
Every document received, indexed and kept
The record of your decisions, timestamped
Everything kept five years, in Canada
You remain the reporting entity and the sole responsible party under PCMLTFA s. 9.6. Hypora does not make you compliant: it documents, timestamps and keeps the organized record of what you do.
Let's be clear
What Hypora does not do.
Hypora deliberately refuses three things. It does not read your documents for you, it never touches Filogix, and it does not replace your CRM. These are not gaps, they are boundaries chosen to protect you.
No migration
You keep your tools. Hypora sits beside them.
Nothing to migrate, nothing to relearn. You keep your CRM, your email and your Filogix. You start your next file in Hypora, and everything else stays put.
At the end of a file
The file is complete. Everything sorted, dated, ready.
The documents are sorted. The summary is ready to copy. The record is dated and kept. Three gestures done, a file you can present without searching for anything.
See it run through your day.
A twenty-minute demo, your questions, your real files. You leave knowing exactly where Hypora slips into your day.
Twenty minutes over video, no commitment. You keep Filogix, your email and your CRM.