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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."

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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.

Voice Notes For Tenant Screening Documentation | hivi-x Docs