Bank-ready loan files, 3× faster.

Stop chasing borrowers for documents. Dossia turns every loan into a single private link — your client uploads, you validate, the bank gets a clean, complete file.

14-day proof of concept · We onboard your team personally · No credit card
Your loan filesShowing every file in your brokerage
Sent
24
In progress
18
Needs review
7
Your action
Awaiting client
3
7+ days
Completed
42
30-day activity
sentcompleted
Recent filesthis week
  • Dupont — Achat résidence principaleCamille Dupont
    frNeeds review
  • Silva — Compra de casaJoão Silva
    ptSent
  • Martin — Investissement locatifLéa Martin
    frAwaiting client
  • Cohen — Cross-border refinanceDaniel Cohen
    enIn progress
  • Bertrand — RenégociationSophie Bertrand
    frCompleted
Dossia
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Welcome,Camille Dupont
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Avis d'imposition 2024
Relevés bancaires
Upload from your phone
EU hosting (Frankfurt)GDPR + DPA availableBuilt for FR · PT · EN brokeragesNo app for the borrower
Faster from first contact to bank-readyOne workflow replaces weeks of email back-and-forth.
+30%More loans closed per brokerSame week, more files moved across the finish line.
0Borrower signups or app installsThey open a link, upload, done.

Email + WhatsApp + a spreadsheet is killing your closing rate.

You know the loop. Borrower forgets a document. You re-list. They send a blurry photo. The bank rejects it. The file stalls for 10 days. Meanwhile, three new leads cool down.

You forget who owes what

Spreadsheets and inbox threads drift. Two days in, nobody — broker or borrower — knows what's missing.

Borrowers re-send the same wrong file

No real-time progress, no rejection feedback. Just a longer email chain.

The bank sends it back

Wrong format, missing page, expired statement. You restart at the worst moment.

Loan-file workflow

Everything between the borrower's first "yes" and the bank's approval. Templates, a borrower portal, one-click validation, and a dashboard that tells you exactly which file needs a nudge.

Borrower-profile templates
Pre-built checklists for salaried, self-employed, expat, and entrepreneur borrowers. Build a library once, reuse it on every loan, tailor it per bank.
Every borrower in one place
Your brokerage's client database, scoped by row-level security. No more juggling Notion, Drive, and a 200-row spreadsheet.
Compose a loan checklist in minutes
Pick a borrower, drop in the blocks you need, send. The checklist is frozen at compose time — later edits never leak into already-sent cases.
Borrower portal — no app, no signup
Each borrower gets a private upload link. They open it on their phone, upload from the camera roll, and watch their own progress bar fill up. In their own language.
Secure uploads, every format
PDF, JPEG, PNG, HEIC, HEIF, WebP up to 20 MB. Mime-type validated server-side, stored in a private EU bucket, virus-scanned.
Verify in one click
Approve, reject with a reason, or request a new version — every action logged. Statuses transition automatically as the file fills up.
Built for broker teams
Assign each loan to a broker. Toggle "my files" vs "all team" on every page so you focus on your pipeline or back up a colleague.
See every loan at a glance
KPIs, 30-day activity, status breakdown — so you know which files are stuck, which borrowers need a nudge, and which are ready for the bank.
Trilingual: FR · PT · EN
Especially useful for cross-border buyers — Portuguese diaspora in France, second-home buyers in Portugal, expats. Each loan is locked to the borrower's language.
GDPR-grade EU hosting
Data hosted in Frankfurt. Row-level security on every table, append-only audit log, retention dates on every loan file. DPA on request.

From first contact to bank-ready, in three steps.

What used to take weeks of back-and-forth now fits in one workflow.

1. Compose

Pick a borrower, drop in the profile templates that match their situation, choose their language. The checklist is ready to send in under a minute.

2. Collect

Your borrower opens a private link, uploads straight from their phone, watches their own progress fill up. No signup, no app, no friction.

3. Verify & package

Approve files in one click, request fixes inline, then hand the bank a complete, organized loan file. The case auto-closes when every required document is validated.

Marché françaisMercado portuguêsCross-border deals

Cross-border? You're our home turf.

Portuguese diaspora buying in France. French families buying in the Algarve. Expats refinancing across the EU. Dossia is the only loan-file tool built natively for FR, PT, and EN — same workspace, locale locked per borrower.

Try it on a real file for 14 days.

We set up your brokerage, import your first borrower profiles, and walk your team through a live case. No credit card, no signup form — just a quick call.

14-day proof of concept · We onboard your team personally · No credit card

Frequently asked questions

What brokers ask us before they sign up.

Where is the data hosted?

Inside the EU — Supabase / AWS Frankfurt. Files never leave the EU. We can sign a DPA on request, and every table is protected by row-level security.

Do borrowers need to create an account?

No. Each borrower receives a private link, opens it on their phone, and uploads. No signup, no app to install, no password. Their progress is saved against the link.

Which banks does it work with?

Any bank. Dossia produces a clean, organized loan file you can hand over by email, on a shared drive, or via your bank's portal. We don't tie you to a network.

What does it cost?

The 14-day POC is free. After that, plans scale per broker on your team — no per-borrower or per-document fees. We'll discuss pricing during the POC kickoff once we understand your brokerage size.

Can I white-label it for my brand?

Yes — on Pro and Network plans. Your domain, your colors, your logo, your tone of voice. Borrowers see your brand from the first email to the final file.

How is this different from a CRM?

A CRM tracks deals and contacts. Dossia is the document-collection layer that lives next to your CRM. We do one job — collect, validate, package — and do it better than any general-purpose tool.

AccessRequest access

Ready to send the bank a clean file?

Start your 14-day proof of concept. We'll onboard your team, import your first templates, and you'll run a real loan file before the week is out.

14-day proof of concept · We onboard your team personally · No credit card