Desk vs remote transaction coordinator (Ontario)

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

Does remote TC work for Ontario deals?

Yes — if checklist status is shared, not trapped in one person's email. FINTRAC ID and brokerage forms still need proper collection regardless of location.

Who approves uploads — agent or TC?

Define per brokerage: TC first-pass QC, agent final on offer-critical docs is common. Write it in your SOP.

What breaks remote TC handoffs?

Generic Dropbox folders, unsigned forms 'somewhere in drive,' and no reject reasons on named lines.

Does Hivi-X replace transaction management software?

No. It structures document collection and QC; your TM tool still holds dates and tasks.

Can co-list agents see TC progress?

Co-agent access shows the same missing-item dashboard — useful for remote teams across the GTA.

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