SharePoint tenant files vs checklist layer for Ontario realtors

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

Can Ontario rental teams run intake on SharePoint without a checklist?

You can store files, but folders do not give item-level approve/reject, guest upload, or a per-applicant completeness view during busy leasing season.

Does Hivi-X replace SharePoint?

No. Many teams export an approved PDF package into SharePoint after QC.

What does a checklist layer add for tenant intake?

Named items, reject bad scans, guest OTP for overseas guarantors, co-agent for coordinators, and missing-item dashboard across active applications.

Is tenant data hosted in Canada?

Hivi-X uses Canadian-hosted storage with encryption for uploaded documents.

Does SharePoint certify brokerage compliance?

Neither SharePoint nor Hivi-X is a compliance seal — Broker of Record and brokerage policy still govern retention and access.

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