Document collection software for mortgage brokers

Send one private link. The borrower uploads from their phone — no signup, no app. You validate each document, and the bank receives a clean, bank-ready loan file. Brokers using Dossia go from first contact to bank-ready 3× faster.

EU hosting (Frankfurt)GDPR + DPANo app for borrowersBuilt for FR · PT · EN files

Email, WhatsApp and spreadsheets are killing your closing rate

Documents scattered across inboxes

Payslips in email, ID in WhatsApp, bank statements in a drive folder. Nobody — not you, not the borrower — can see what is still missing.

Wrong or expired files, found too late

The borrower sends a statement from the wrong month or an expired ID. You discover it the day you package the file, and the deal slips another week.

The bank bounces incomplete files

Every bounced file restarts the queue with the lender. Incomplete documentation is the number-one cause of delayed and lost mortgage deals.

One workflow, built only for loan files

1. Compose the checklist

Pick a borrower profile — salaried, self-employed, cross-border — and Dossia generates the document checklist. Adjust it in seconds.

2. Send one private link

The borrower opens it on their phone and uploads document by document, in their own language, watching their progress fill up. No account, no app.

3. Validate and package

Approve or reject each document with one click — rejections trigger a clear request for the right file. Export a clean, organized, bank-ready package.

Everything you need to collect documents — and nothing else

Smart document checklists

Reusable templates per borrower profile, so no required document is ever forgotten.

Private borrower portal

One unguessable link per loan file. Borrowers upload without creating an account.

Automatic reminders

Dossia chases the missing documents so you don’t have to write another follow-up email.

One-click validation

Review, approve or reject each document. Rejections tell the borrower exactly what to re-upload.

Bank-ready packaging

Export the complete file, organized and named consistently, ready for any bank or lender portal.

GDPR-grade by design

EU hosting in Frankfurt, encryption in transit and at rest, role-based access and a signed DPA on request.

Frequently asked questions

How is Dossia different from a mortgage CRM or POS?
A CRM tracks deals and contacts; a POS handles the application. Dossia is the document-collection layer that sits alongside them. We do one job — collect, validate and package borrower documents — and do it better than any general-purpose tool.
Do borrowers need to create an account or install an app?
No. Each borrower receives a private link, opens it on their phone and uploads. No signup, no app, no password — their progress is saved against the link.
Which banks and lenders does it work with?
Any bank. Dossia produces a clean, organized loan file you can hand over by email, shared drive or your bank or aggregator portal. We don’t tie you to a network.
Where is borrower data stored?
Inside the EU — Frankfurt, Germany. Files never leave the EU, every table is protected by row-level security, and we sign a DPA on request.
What does it cost?
The 14-day proof of concept is free. After that, plans scale per broker on your team — no per-borrower or per-document fees.

Try it on a real loan file

We set up your brokerage, import your first borrower profiles, and you run one real file through Dossia for 14 days. If it isn’t faster, walk away.

Request a 14-day POC