Voice notes for tenant screening documentation
Voice notes for tenant screening documentation
Calls happen; records disappear
Ontario PM leasing staff spend hours on phone calls — applicant interviews, reference checks, landlord client updates. Most of that context never reaches the tenant file.
The next team member asks: "What did the previous landlord say?" Nobody wrote it down.
Voice notes on the tenant record
Hivi-X lets your team record voice notes directly on the tenant file:
- Applicant phone screen recap
- Reference check results
- Landlord client approval instructions
- Handoff notes for accounts or move-in
Self-hosted AI transcribes and summarises the note against checklist lines.
Self-hosted AI — honest v1
Voice summarisation uses infrastructure Hivi-X operates. Tenant voice data is not sent to OpenAI, Google, Anthropic, or similar third-party providers.
Hivi-X does not auto-classify uploaded documents with AI in v1. Voice summarise ships; upload-to-checklist matching does not.
Better files for owner presentation
When the PM reviews the screening file before presenting to the landlord client, voice summaries provide context beyond documents — without scrolling email for "that call last Tuesday."
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
- What are voice notes used for in tenant screening?
- Call recaps with applicants, reference check results, landlord client instructions, and handoff notes between leasing and accounts staff.
- Is voice data sent to OpenAI or Google?
- No. Voice transcription and summarisation use infrastructure Hivi-X operates. Tenant data is not sent to third-party AI providers.
- Do voice notes replace written reference checks?
- No. Voice notes supplement your screening file. Document reference results as checklist items or notes — screening decisions remain your responsibility.
Organize tenant screening documents without the email chase
Hivi-X helps Ontario property managers collect tenant screening documents with reusable checklists, a secure guest link (no account needed) or my-id.ca portal, approve/reject on uploads, self-hosted AI voice summaries, and exportable PDF packages — alongside Buildium, AppFolio, or email workflows.
More Property Management guides
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