Multi-property intake for PM firms

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

How does Hivi-X organize multiple landlord clients?

Each landlord client and unit has its own record with scoped checklists and documents. Templates reuse standards without mixing owner files.

What happens when a firm grows from 50 to 200 units?

Reusable templates and missing-item dashboards scale better than email. Build processes once; apply to every new unit and client.

Can I onboard a batch of properties from one landlord?

Yes. Apply the landlord onboarding checklist once per client; create unit records with screening templates for each address.

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