Transaction software holds the deal — not the missing passport

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 Hivi-X replace SkySlope or DealRoom?

No. Transaction software manages deal workflow and brokerage compliance checkpoints. Hivi-X handles structured client document collection, approve/reject QC, and export.

Where does rental application intake fit?

Before or beside listing — tenant ID, income proof, credit consent on checklist lines with guest portal. Export complete package for landlord client or deal room.

Can exports upload to transaction software?

Exportable PDF packages attach to deal files in your TMS or brokerage drive — typically manual upload, same as today but from a complete checklist. Hivi-X does not auto-sync into third-party TMS products.

What about DocuSign?

E-signature tools sign agreements. Checklists collect supporting documents — void cheque, pay stubs, government ID — with QC before screening.

Is one stack enough for GTA rental season?

TMS for deals + checklist for tenant/buyer intake prevents parallel email workflows that TMS alone rarely eliminates.

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