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Transaction management vs pre-offer document intake

Transaction management vs pre-offer document intake

You opened SkySlope for a rental applicant who hasn't sent T4 yet. Wrong tool. TM expects a deal; you have a chase list.

Direct answer

Pre-offer intake (Hivi-X): rental apps, buyer onboarding, FINTRAC docs, deposit proof, landlord packages — checklist QC from first contact.

Transaction management: firm dates, conditions, closing docs after deal exists.

Export PDF from intake → attach to TM/brokerage file when deal matures.

Compare: brokerage software vs collection, buyer TC handoff.

Split table

PhaseTool focus
Showing → applicationDocument intake
Offer accepted → closeTransaction mgmt
Broker review rentalIntake export first
RECO fileBoth exported

Not shipped: automated TM sync, compliance certification.

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General information only. Not real estate advice. Hivi-X is document-collection software — not a licensed real estate broker. Not affiliated with or endorsed by RECO.

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 / DealCheck?
No — intake before and beside transaction-management tools; PDF export handoff. Product names change by brokerage — treat this as a category comparison.
When start Hivi-X file?
At buyer onboarding or rental application — before offer accepted if possible.
TC uses both?
Yes — intake dashboard then TM milestones post-acceptance.
Rental-only agents?
Often live entirely in intake layer until landlord package complete.
TM API sync?
Not shipped.

Collect complete client documents without the chase

hivi-x helps Ontario realtors and teams request ID, income proof, references, consent, and forms in one secure Canadian-hosted workflow — with reusable checklists, client uploads, missing-item tracking, AI summaries, and PDF package export.

Transaction Software vs Document Intake Realtor