When a tenant portal beats email 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

Should realtors abandon email entirely?

No. Email notifies; portal collects. Clients still email questions — documents land on checklist lines.

When is email enough?

Single-doc follow-up on mature file, or client refuses portal — then staff upload same day.

Do tenants need accounts?

Guest link with email OTP works without a full my-id.ca account for many rental applicants.

Portal vs shared inbox?

Portal assigns files per applicant; shared inbox mixes everyone — see shared mailbox guide.

Is this legal advice?

No.

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