Shared inbox bind chaos (Ontario brokers)

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

Should we kill the shared inbox?

Not necessarily — but document status must live on the client file, not buried in threads.

Who can bind?

Brokerage policy — often only when all checklist lines approved; dashboard makes that visible.

What about after-hours binds?

Red abstract line blocks silent bind mistakes — co-agent sees same view.

Does Hivi-X read email?

No. Clients upload to portal; producers QC on lines.

BMS integration?

Export PDF package to Applied/Epic folder after green checklist.

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