Pay for files that close faster — not for one more document that slips through the cracks. No credit card to start.
For every advisor who manages their own files and wants to stop chasing documents.
For an advisory firm with several advisors who need a shared board and permission management.
Client documents are stored in your own Google Drive and are not locked in with us. Sensitive personal information is handled with controlled access, in line with the standard a financial advisor is obligated to uphold.
No. Dossi is not a mortgage calculator. The loan mix, interest rates, and negotiation with the bank stay with you and in your own tools — we wrap around them and take away the work of collecting, verifying, and organizing the documents.
In your own Google Drive. The files are not locked in with us — you own the data and keep it in a space you control, even if you stop using Dossi.
No. The client receives a WhatsApp link, opens it on their phone, and photographs the documents. No downloads, no passwords, no friction.
Sensitive personal information is handled with controlled permissions and access, and stored in your storage space. The tool is built to meet the standard a financial advisor is obligated to uphold toward their clients.
Opening an account registers you and creates a pending account. We reach out to complete activation and onboarding — so you can start working on your first file smoothly.
No credit card is needed to open an account and take a look. Paid activation is handled with us manually, after you have seen that the tool fits your work.
Open an account now — we’ll get back to you to complete activation.