RCIC and realtor newcomer landing document handoff process

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

Can RCICs share client docs with realtors?

Only with client authorization (and typically meaningful consent under privacy law), purpose-limited to what the realtor needs — not the entire immigration history. Confirm with counsel for your firm’s policy.

What might realtors need?

Often landing confirmation, ID for rental applications, proof of funds or employment letters if the client chooses — realtor and landlord templates differ.

Should files merge in one system?

Best practice: separate checklists — immigration file vs rental/buyer file — linked by a client consent note and handoff log.

Does Hivi-X connect RCIC and realtor accounts?

No automatic cross-tenant merge. Export PDF or coordinate separate checklist invites per firm policy.

Is this immigration or privacy advice?

No. Operational framing only — consult counsel on PIPEDA, provincial privacy rules, and CICC confidentiality duties.

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