RECO AI policy and real estate document summaries

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 RECO ban AI for real estate document work?

RECO has not issued a standalone AI ban or AI statute. Existing TRESA duties — including confidentiality, competence, and honest advertising — still apply. Confirm current bulletins and brokerage policy before you use any tool.

Is uploading client PDFs to a public chatbot acceptable?

Treat it as a third-party disclosure of confidential and personal information unless counsel and your broker of record say otherwise. PIPEDA still makes the brokerage accountable for personal information sent to a processor. Follow written-consent and brokerage-policy rules.

What does Hivi-X offer for AI summaries?

Self-hosted AI summaries on client files and voice notes on Canadian-hosted infrastructure. Summaries assist coordinators. They are not legal review and do not certify RECO or PIPEDA compliance.

Do AI summaries replace document review?

No. Approve/reject QC and professional judgment remain required. Do not treat model output as a material-fact finding or a legal conclusion.

Does Canadian hosting replace consent and brokerage policy?

No. Hosting location is one due-diligence question. You still need a lawful purpose, comparable protection for any processor, and brokerage rules on who may see the file.

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