Dossia
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Pricing

Simple per-seat pricing. No per-borrower or per-document fees.

Basic
The document-collection workspace. Collect, validate and hand the bank a complete file — manually.
€59.00/month
Billed monthly/Per team member
  • Client portal — no app, no signup, multilingual
  • Broker dashboard with case-by-case progress
  • Admin view of every case in your brokerage
  • Per-document statuses (pending, uploaded, validated, rejected)
  • One-click validation: approve, reject, or request a new version
  • Centralized, EU-hosted file storage
  • Audit log on every action
Most popular
Premium
Everything in Basic, plus automation: CRM sync, smart reminders and AI-assisted document review.
€129.00/month
Billed monthly/Per team member
  • Everything in Basic
  • Two-way CRM integration
  • Auto-send upload links from your CRM's contact or case status
  • Automated reminders for missing documents
  • Adaptive workflows that follow each case's stage
  • AI-assisted check for missing or incomplete documents
  • Detailed reporting on activity and case progress

Each feature, explained

What you actually get when you sign up — no marketing fluff, just what each line buys you and how it shows up in your day-to-day.

Basic

The document-collection workspace. Collect, validate and hand the bank a complete file — manually.

  • Client portal — no app, no signup, multilingualYour client opens a personal upload page from a single link. No app to download, no account to create, available in English, French and Portuguese.
  • Broker dashboard with case-by-case progressSee every loan file at a glance: what's sent, what's in progress, what's waiting on your validation, and what's stuck on the client side.
  • Admin view of every case in your brokerageBrokerage owners and managers can see all cases across the team — not just their own — to monitor pipeline health and unblock teammates.
  • Per-document statuses (pending, uploaded, validated, rejected)Each requested document has its own status. Brokers and clients always know exactly what's still missing and what needs to be redone.
  • One-click validation: approve, reject, or request a new versionValidate or reject any uploaded document instantly. If you reject, the client gets an email in their language with the reason and a one-click way to re-upload.
  • Centralized, EU-hosted file storageAll documents are stored on EU servers (Frankfurt) with encryption at rest. GDPR-compliant by default — no extra DPA paperwork needed.
  • Audit log on every actionEvery upload, validation, rejection and login is recorded with a timestamp. Useful for compliance reviews, bank audits and internal disputes.

Premium

Most popular

Everything in Basic, plus automation: CRM sync, smart reminders and AI-assisted document review.

  • Everything in BasicAll features from the Basic plan are included, plus the Premium automation layer described below.
  • Two-way CRM integrationConnect your existing CRM (HubSpot, Salesforce, Zoho, custom). Contact changes flow into Dossia automatically; case progress flows back to your CRM in real time.
  • Auto-send upload links from your CRM's contact or case statusWhen a contact moves to a 'documents required' stage in your CRM, Dossia automatically generates and sends them their upload link. No manual step from you.
  • Automated reminders for missing documentsIf a client hasn't uploaded for a few days, Dossia sends them a reminder email in their language. Cadence is configurable per case.
  • Adaptive workflows that follow each case's stageDocument checklists adapt to the type of loan or case (purchase, refinance, investment, bridge loan). You only ever request the documents that actually apply.
  • AI-assisted check for missing or incomplete documentsEach uploaded document is checked automatically: is it the right type? The right year? Fully readable? You get a flag before you spend time validating manually.
  • Detailed reporting on activity and case progressTrack average case duration, bottleneck steps, broker workload and client responsiveness. Spot what's slowing your pipeline and where to focus.