One connected operating platform

One connected platform. The whole operation.

TathiviQ connects websites, CRM, clients, transactions, documents, compliance, banking, commissions, accounting, and audit history around one governed record — with more vertical modules expanding on the same foundation.

Canadian-runProven daily — in live brokerage operationAudit-ready — records a regulator can open coldYour data stays yours

The operation

Five domains. One line of truth.

Most businesses run these as five separate tools holding five versions of the truth. We run them as one motion — follow the line, and see the actual work.

01

The front door

A website your clients actually use

Not a brochure — a living storefront on live listing data, under your brand and your domain.

  • Live MLS search and property detail, always current
  • Neighbourhood, school, transit, and market pages that earn search traffic
  • Client accounts: saved searches, favourites, shared lists, alerts
  • Open houses, pre-construction, rentals — the full storefront

Your clients search. Your brand shows. We keep every listing current.

yourbrokerage.ca — live search
Detached · 4 bed · 3 bathlisted 2 hours ago — already on your siteNew
Condo · 2 bed · 2 bathopen house Saturday — RSVP liveOpen house
Townhome · 3 bed · 3 bathprice improved — alert sent to 12 saved searchesUpdated

LISTINGS REFRESH CONTINUOUSLYLIVE

Illustrative interface.

02

Demand

Every enquiry becomes someone's responsibility

A lead is not a row in a list — it is a person waiting. It gets an owner in moments.

  • Every lead captured, deduplicated, and routed instantly by your rules
  • Qualification and follow-up that keep pipelines warm
  • Campaigns, landing pages, and alerts working around the clock
  • Lead exchange between businesses; recruiting pipelines for growth

The right person is on it before the lead goes cold — and you can see who.

Lead desk — this hour
L. C. — condo enquiryfrom your website · routed in 38 secondsOwned
M. P. — home evaluationassigned by your routing rules → agent J.R.Owned
Repeat form submissionrecognized — merged into the existing recordDeduped

UNANSWERED LEADS0

Illustrative interface.

03

Relationships

A book of business that works itself

Every client, conversation, showing, and task in one place — with the prep already done.

  • Full client relationship management — one record per person
  • Showings booked, prepared, and followed up
  • Market reports and comparables ready before the meeting
  • Letters, feature sheets, and social collateral produced, not improvised

Agents are asked only for what only they can do.

Agent day view — prepared for you
2:30 showing — prep pack readycomparables, route, and client notes attachedReady
3 clients awaiting feedbackfollow-ups drafted — review and sendReview
Market report for Saturday's meetingbuilt from live market data overnightReady

PREPARED WHILE YOU SOLD✓

Illustrative interface.

04

The deal

Files that complete — because the chasing is done

From accepted offer to close, the file runs on rails and every deadline has an owner.

  • Offers and sign-backs as one clear, versioned history
  • Conditions, deposits, and closings tracked to the day
  • Real forms filled, signed digitally, and audited — every signature verifiable
  • Document rules per deal type — the file knows what it's missing
  • Lawyers, lenders, and the co-operating side coordinated

Every signature, every paper, every date — someone owns it, and it isn't you.

FILE 26-114 · firm · closes in 9 days
DOCUMENTS 11/12
Deposit receipt missing$40,000 — due tomorrow · request already sentNeeds you
Signatures verifiedevery signing step audited — tamper check passedVerified
Offer v1→Sign-back v2→v3 accepted ✓

Illustrative interface.

05

The money

Every account reconciled to its evidence

The money side handled precisely, so what is owed, held, and paid is never in question.

  • Trust and general accounts reconciled against bank evidence
  • Eleven-point trust controls applied where the account requires them
  • Commissions to each agent's own agreement: tiers, caps, splits
  • Payouts, invoices, and tax exact — matching the file

Ask any number, any day. It ties out.

Trust reconciliation — this morning
Bank ↔ ledger14 movements matched automaticallyMatched
Account activityfees, refunds, deposits, and transfers remain distinctExplained
Commission — agent plan appliedtiers and cap honoured from their own agreementExact

DIFFERENCE $0.00TIED OUT

Illustrative interface.

And wrapped around all five

Compliance is not a season. It's the paper trail of every step above.

Every action on the line leaves a record a regulator can open cold — the day they ask, not after a scramble.

Continuous compliance scanningRegulator annual filings preparedAnti-money-laundering watchpointsConsent & privacy honouredRetention clocks runningEvery issue flagged with its fix

The one-stop platform

The complete operating surface. Eleven connected domains.

Start with the modules your business needs today and expand without rebuilding the record underneath. Availability is shown honestly: production capabilities are distinguished from modules expanding now and the next parts of the platform direction.

Live in productionExpanding nowWhat comes next

01 · Websites & clients

Live in production

The public storefront

  • Live MLS search & property detail
  • Neighbourhood, school & market pages
  • Blogs, open houses, testimonials
  • Client portal: searches, favourites, deal progress
  • Fully branded — your name, your domain

02 · Demand & growth

Live in production

Leads that get answered

  • Capture, dedupe, instant routing
  • Qualification & follow-up support
  • Campaigns & landing pages
  • Lead exchange between businesses
  • Recruiting pipelines

03 · Relationships

Live in production

The book of business

  • One record per client, forever
  • Pipelines, tasks & playbooks
  • Showings booked & prepped
  • Market reports & comparables
  • Letters, feature sheets, social collateral

04 · The deal engine

Live in production

Files that run on rails

  • Listing files & document rules per deal type
  • Offers with full sign-back history
  • Governed records and supported forms generated from confirmed data
  • Co-op side coordination
  • Every player handed their next step

05 · The money

Live in production

Tied out, always

  • Trust and general ledgers reconciled to bank evidence
  • Account activity, explanations, review, reopening, and signature history
  • Commission plans: tiers, caps, splits
  • Payouts, invoices, tax exact

06 · Compliance

Live in production

Defensible by default

  • Continuous compliance scanning
  • FINTRAC records by client and transaction
  • KYC, PEP/HIO, risk, funds, and third-party evidence
  • Consent & privacy honoured
  • Inspection packs on request

07 · Digital signing

Live in production

Signatures that hold up

  • Signing envelopes end to end
  • Tamper-detecting audit trail
  • Public signing links for any party
  • Works with the tools lawyers already use

08 · Intelligence

Expanding now

Know your market

  • Realtor discovery & verification
  • Rental market intelligence
  • Market analytics & reporting

09 · Mortgage

Expanding now

Intake to funding

  • Applications, documents, conditions
  • Lender submissions
  • Renewals & refinance follow-up
  • Mortgage commissions

10 · Pre-construction

Expanding now

Launches that convert

  • Project & unit inventory
  • Worksheets & registrations
  • Builder coordination
  • Investor demand

11 · Property management

What comes next

Run what you hold

  • Leases & rent workflows
  • Maintenance queues
  • Owner & tenant portals

One platform underneath it all, with implementation and operating support when you need it.

Book a consultation →

Every role, carried

Everyone stays in the game. Everyone carries their piece.

We don't replace your people — we hand each player exactly their responsibility at the right moment, with the work already prepared.

Broker of Record

You see the whole board

Every deal, dollar, and deadline in one view — what's missing surfaces with the money and days-overdue attached.

Agents

Asked only for what only they can do

Their clients, showings, deals, and leads in one place — the chasing and filing happens around them.

Deal administration

Files that complete on time

Every document requested, checked, and filed before the deadline — not after someone asks.

Accounting

Numbers that tie to the bank

Trust reconciled, commissions to each agent's own agreement, payouts matching the file.

Compliance

Inspection-ready, always

Retention running, gaps surfaced in time to fix, a package a regulator can open cold.

Your clients

In the loop, not in the dark

Live search under your brand, saved searches and alerts, and a clear view of their own deal's progress.

Lawyers, lenders, and the co-operating side too — coordinated and chased, so the handoffs between businesses don't drop either.

The gap we close

Everyone else sells you a piece. We run the whole thing.

Software vendors

They hand you a tool.

Powerful platforms — and then the work of running them lands back on you: the hires, the training, the bookkeeping, the chasing.

Coordinators & bookkeepers

They take one slice.

Deal paperwork here, books there, website somewhere else — five vendors, five versions of the truth, and the gaps between them are yours to catch.

TathiviQ

One platform connects the operation.

Eleven domains share one governed record. Start with the live production modules, add implementation or operating support, and expand into new verticals without stitching together another disconnected system.

Who we serve

The same operation, shaped to your business.

Each business type gets the operation built around how it actually works — not a one-size template.

Real estate brokerages

The full load — deals, trust, commissions, compliance, agents, and the public face of the brokerage.

Mortgage brokerages & agents

Intake to funding: applications, documents, lender submissions, renewals, and client follow-up.

Teams & independent agents

Brokerage-standard operations without hiring a back office — your site, leads, deals, and records.

Pre-construction & builders

Project launches, unit inventory, worksheets, registrations, and investor demand — coordinated.

Property managers & landlords

Leases, maintenance, owner and tenant relationships — run with the same discipline.

Most firms stitch this together from five vendors and a spreadsheet. We run it as one operation on one truth — and nothing goes out unless it ties out.
Regulator-grade recordsKept to Canadian retention requirements, continuously.
Private, alwaysClient and deal information never sold or shared.
Reconciled to the bankMoney movements proven against the bank, not our own notes.
A named teamPeople on your account who know your files.

Book a consultation

Tell us what you want covered and we will come back within one business day.

Tell us what you want covered and we will come back within one business day.

TathiviQ platform

TathiviQ

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