For Ontario property management firms

Build landlord-ready tenant screening files without the email chase.

Hivi-X helps Ontario property managers collect rental applications, income proof, references, lease documents, and move-in/move-out records through reusable checklists and the my-id.ca client portal — with missing-item tracking, approve/reject on uploads, and an exportable package for each landlord client.

Built for 20–200 units · or start free trial

Hosted in CanadaSelf-hosted AIAES-256-GCM at rest · TLS in transit14-day free trialWorks alongside Buildium or email
app.hivi-x.ca / tenant screening
Unit 4B — tenant screening
JLLandlord client · Oakridge Holdings
5 missing
17%
Screening checklist · 6 items1/6 received
Rental application
Signed application form
Approved
Government photo ID
Each applicant
Pending
Proof of income
Pay stubs · employment letter
Pending
Landlord references
Current + previous
Pending
Credit-check consent
Signed consent
Pending
Guarantor pack
If required
Pending
4B_Screening_Oakridge.pdf
6 documents · landlord-ready

What is Hivi-X for property managers?

Hivi-X is Canadian document-collection software for Ontario property management firms. Organize tenant screening and landlord onboarding with reusable checklists, a secure my-id.ca client portal, missing-item tracking, approve/reject on uploads, voice summaries, and exportable PDF packages — alongside Buildium, AppFolio, or email-based workflows.

Hivi-X is Canadian document-collection software for Ontario property management firms. Use reusable checklists to collect tenant applications, income proof, references, standard lease documents, and move-in/move-out records; track what is still missing; approve or reject tenant uploads; and export an organized PDF package for each landlord client. Plans from $39 CAD/month with a free trial. Hosted in Canada with self-hosted AI.

Reusable screening and onboarding checklists per landlord client or property.
Missing-item dashboard so income verification does not stall leasing.
Tenants upload via secure guest link (no account needed) or my-id.ca portal; your team approves or rejects each item.
Exportable PDF package handoff to landlords or your PMS upload folder; hosted in Canada with self-hosted AI.
13,890

property management businesses in Ontario

Source: IBISWorld

707,853

purpose-built rental apartments in Canada

Source: CMHC

25,206

new purpose-built rentals added in 2024 — largest single-year increase in 35+ years

Source: CMHC

The screening file chase

Incomplete files cost you units

Every missing pay stub is admin time and a landlord who thinks you are disorganized.

Functional

Incomplete applications, files scattered across email, Drive, and PMS attachments; no single status per unit; guarantor docs forgotten; move-in photos in text threads.

Emotional

Embarrassed chasing tenants again; the landlord thinks you are disorganized; you lost a unit to a competitor with a complete file first.

Financial

Admin steals time from showings and owner updates; bad placement is costly with LTB backlog; staff time goes to renaming PDFs and hunting references.

How it works

How property managers collect tenant documents

Five steps: template, file, secure guest link (no account needed) or my-id.ca portal uploads, approve/reject, export PDF for the landlord.

01

Pick a template

Ontario tenant screening, landlord onboarding, or move-in/move-out checklist (build your own today; seeded PM template in Phase B).

02

Open a file per unit or landlord client

Attach the checklist to the client/tenant record your team manages.

03

Share and collect documents

Share the checklist with the tenant; they can upload via a secure guest link (no account needed — they verify email with a one-time code) or sign in to the my-id.ca client portal. Your team can also add files as they arrive.

04

Track the gaps

See completed vs outstanding; approve or reject tenant submissions; tenant can resubmit after rejection.

05

Export the package

Landlord-ready PDF for owner approval or PMS upload folder.

Use cases

One tool, every landlord client

From tenant screening to move-in inspections across your portfolio.

Primary

Tenant screening & placement

Rental application, ID, income proof, references, credit-check consent, guarantor pack — the leasing bottleneck your team chases every month.

Landlord

Landlord client onboarding

Management agreement, property condition report, insurance, condo rules, owner contact and banking authorization — one checklist per new landlord client.

Renewal

Lease renewal document collection

Updated income verification, renewed lease or addenda, N1 supporting records, tenant acknowledgment — without rebuilding the file from email every 12 months.

Operations

Move-in / move-out inspections

Standardized inspection checklist, photos, tenant and PM signatures, condition notes for organized landlord files.

Scale

Multi-unit / portfolio intake

Same checklist standards across 20–200 units; per-landlord branding; co-agent handoff between leasing and accounts.

Features

Document collection, not a PMS

Checklist-driven intake alongside Buildium, AppFolio, or email — honest v1 workflow.

Reusable Ontario templates

Build screening, onboarding, and inspection checklists once; reuse per landlord client or unit.

Per-landlord-client organization

Keep documents, checklists, and notes scoped to each landlord client — not scattered in email.

Missing-item dashboard

Checklist progress plus tenant submission states (todo / submitted / approved / rejected).

Approve / reject on uploads

Approve or reject tenant uploads; tenant can resubmit after rejection.

Voice notes + AI summary

Record a call recap; self-hosted AI summarises voice notes against checklist lines.

Share checklist with tenant

Share from the PM dashboard; tenants upload via secure guest link (no account needed) or my-id.ca portal.

Exportable PDF package

Generate and download checklist PDF reports for landlord handoff.

Canadian hosting & encryption

Data on Canadian servers; AES-256-GCM at rest; TLS in transit; PIPEDA-aware.

Works alongside Buildium / AppFolio / email

Document-collection layer — not a PMS replacement.

Ontario-specific

Built for how Ontario property managers actually work

Hivi-X aligns checklists to the artifacts Ontario PM firms collect — RTA records, standard lease readiness, income verification, and inspection documentation.

Residential Tenancies Act recordsStandard Form of LeaseIncome verificationCredit-check consentLandlord referencesGuarantor documentsMove-in / move-out inspectionsNotice and application supporting recordsDocumented screening requestsPIPEDA safeguards
Comparison

Email vs PMS vs Hivi-X

Document collection capabilities — not a full PMS comparison.

CapabilityEmail / shared driveBuildium / AppFolioGeneric formsHivi-X
Reusable screening checklist per unit
limited templates
Missing-item dashboard
Landlord-ready PDF package export
Per-landlord-client file organization
(within PMS)
Item-level approve / reject / resubmit
Voice + AI summary on the file
self-hosted
Secure tenant document portal
unsecured
encrypted (guest link or portal)
One secure link, no tenant login
secure link (OTP)
Automated email reminders
(Phase B)
Rent collection / maintenance / accounting
(not PMS)
Hosted in Canada / self-hosted AI

We managed 85 units across six landlords — every screening file lived in a different inbox. Now one checklist, one status view, landlords get a PDF the same day.

Ontario PM firm
Representative scenario
RTA & screening records

Organized records for landlord files and dispute preparation

Landlords must provide a copy of the signed standard lease within 21 days. Incomplete files slow leasing and make dispute preparation harder when landlord clients need documentation. LTB applications commonly require supporting records — organized files can reduce preparation time.

Hivi-X helps you collect and retain documents; it does not provide legal advice or generate tribunal forms.

General information for Ontario property managers only. Not legal advice. Not affiliated with the LTB or HRTO. Hivi-X is document-collection software — it does not screen tenants, generate tribunal forms, set screening policy, or guarantee RTA or Human Rights Code compliance.

Read the RTA compliance records guide
  • Checklist-driven document requests aligned to each landlord client policy
  • Timestamped tenant activity on the PM-controlled record
  • Move-in / move-out inspection documentation with photos
  • Exportable package for landlord approval or PMS upload folder
  • Canadian hosting with encryption and self-hosted AI
Security & trust

Canadian hosting, self-hosted AI

Tenant PII is sensitive. Hivi-X stores documents on servers hosted in Canada, encrypts sensitive fields at rest with AES-256-GCM, secures every connection with TLS, and runs AI on infrastructure Hivi-X operates — tenant data is never sent to third-party AI providers. Requests are consent-first, with clear export and deletion.

Hosted in CanadaSelf-hosted AINo third-party AIAES-256-GCM at restTLS in transitPIPEDA-aware
Visit the trust page
Pricing

Simple plans, free trial

Framed by active client files — complements your PMS, not a replacement.

Starter

Solo PM, up to ~50 active client files

$39CAD/mo
  • Up to 50 active client files
  • Unlimited document requests
  • Screening checklists
  • Email support
Start free trialBook a demo
MOST POPULAR

Professional

Small team, co-agent workflows

$59CAD/mo
  • Unlimited active client files
  • Voice + AI summary
  • Exportable PDF package
  • Priority support
Start free trialBook a demo

Enterprise

Multi-PM firms

$99CAD/mo
  • Unlimited client files
  • Co-agent workflows
  • Dedicated support
Start free trialBook a demo

See the full breakdown on the pricing page.

FAQ

Property manager questions, answered

Many Ontario PM firms collect a signed rental application, government photo ID, proof of income (pay stubs, employment letter, or Notice of Assessment), landlord references, credit-check consent, guarantor documents where required, and readiness for the Standard Form of Lease. Exact requirements are set by each landlord client and your screening policy. Under O. Reg. 290/98, income information is generally requested together with credit references and rental history — not as the sole screening factor. Hivi-X provides reusable checklists so your team tracks each item instead of scrolling email threads.

Most PM firms still chase pay stubs and employment letters over email. Hivi-X attaches an income-verification checklist to the tenant record; the tenant uploads each document via a secure guest link (no account needed) or the my-id.ca client portal, and your team approves or rejects each submission before export.

No. Hivi-X is document-collection and file-organization software. It does not collect rent, dispatch maintenance, or run accounting. It complements Buildium, AppFolio, Yardi, or email/spreadsheet workflows by solving the tenant document chase.

Yes. PMS tools excel at rent, maintenance, and accounting; tenant document intake is often an attachment workflow without missing-item tracking. Hivi-X fills that gap — you export a landlord-ready PDF package into your PMS upload folder or owner report.

Hivi-X scopes checklists, uploads, and notes to each landlord client or unit file your team manages. Reusable templates help your team apply each landlord client's screening checklist consistently across a 20–200 unit portfolio without mixing owner files in one inbox.

Landlords and PMs should retain signed standard leases, rent-related correspondence, inspection records, screening files, and notice-period documentation. Hivi-X helps collect and retain these documents; it does not provide legal advice or generate LTB forms.

No account is required. Tenants can upload through a secure guest link (no account needed — email OTP) or sign in to the free my-id.ca portal your PM firm shares from the dashboard — mobile-friendly, no app install.

On servers hosted in Canada. AI processing uses infrastructure Hivi-X operates — tenant data is not sent to OpenAI, Google, Anthropic, or other third-party AI providers. Sensitive fields use AES-256-GCM at rest; traffic uses TLS.

$39 CAD/month (Starter), $59/month (Professional), or $99/month (Enterprise). All plans include a free trial, reusable templates, Canadian hosting, and self-hosted AI.

Reusable checklists can help your team request the same documents from each applicant and keep a timestamped record of what was collected — but screening decisions and Human Rights Code compliance remain your landlord clients' responsibility. Hivi-X does not provide legal advice; consult qualified counsel on your screening policy.

Book a demo

Book a 15-minute demo

Bring one messy screening file — we'll turn it into a reusable Hivi-X checklist live.

See an Ontario tenant screening checklist built end-to-end
Watch missing-item tracking on tenant uploads
Export a landlord-ready PDF package

No spam. Canadian-hosted. We never send tenant data to third-party AI.

Landlord-ready files. Less email chase.

Organize Ontario tenant screening alongside Buildium, AppFolio, or email workflows.

General information for Ontario property managers only. Not legal advice. Not affiliated with the LTB or HRTO. Hivi-X is document-collection software — it does not screen tenants, generate tribunal forms, set screening policy, or guarantee RTA or Human Rights Code compliance.

Property Management Document Collection (Ontario) | Hivi-X