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 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.
Pick a template
Ontario tenant screening, landlord onboarding, or move-in/move-out checklist (build your own today; seeded PM template in Phase B).
Open a file per unit or landlord client
Attach the checklist to the client/tenant record your team manages.
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.
Track the gaps
See completed vs outstanding; approve or reject tenant submissions; tenant can resubmit after rejection.
Export the package
Landlord-ready PDF for owner approval or PMS upload folder.
One tool, every landlord client
From tenant screening to move-in inspections across your portfolio.
Tenant screening & placement
Rental application, ID, income proof, references, credit-check consent, guarantor pack — the leasing bottleneck your team chases every month.
Landlord client onboarding
Management agreement, property condition report, insurance, condo rules, owner contact and banking authorization — one checklist per new landlord client.
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.
Move-in / move-out inspections
Standardized inspection checklist, photos, tenant and PM signatures, condition notes for organized landlord files.
Multi-unit / portfolio intake
Same checklist standards across 20–200 units; per-landlord branding; co-agent handoff between leasing and accounts.
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.
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.
Email vs PMS vs Hivi-X
Document collection capabilities — not a full PMS comparison.
| Capability | Email / shared drive | Buildium / AppFolio | Generic forms | Hivi-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.”
Simple plans, free trial
Framed by active client files — complements your PMS, not a replacement.
Starter
Solo PM, up to ~50 active client files
- Up to 50 active client files
- Unlimited document requests
- Screening checklists
- Email support
Professional
Small team, co-agent workflows
- Unlimited active client files
- Voice + AI summary
- Exportable PDF package
- Priority support
Enterprise
Multi-PM firms
- Unlimited client files
- Co-agent workflows
- Dedicated support
See the full breakdown on the pricing page.
Property manager questions, answered
Book a 15-minute demo
Bring one messy screening file — we'll turn it into a reusable Hivi-X checklist live.
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.