Team lead checklist visibility leasing season

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 should team leads see?

Per-application missing items, assignee, and last client activity — not full email threads.

Should every agent use the same checklist?

Yes — standardized templates reduce QC surprises and landlord rejections.

Can coordinators work as co-agents?

Yes — Hivi-X co-agent lets coordinators chase without owning the lead.

Does this replace brokerage CRM?

No — document status layer alongside CRM.

Does Hivi-X automate landlord emails?

No automated email reminders — team sends export when complete.

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