Dossi is the client-document platform for mortgage advisors. It collects, verifies and organizes every client document — over the WhatsApp they already use — into a complete file that’s ready to submit to the bank, without the back-and-forth or documents falling through the cracks.
No credit card · Documents stay in your Google Drive
Not another tool that adds one more open tab. Dossi wraps the workflow you already use and takes the busywork out of it.
The client photographs a payslip or statement from their phone — Dossi merges the images into a single PDF, classifies it into the right file, ticks the checklist, and sends a WhatsApp reminder for exactly what’s missing. No emails, no lost files.
Every file on one board by stage — from consultation to funding. See in a second who’s stuck, who’s missing a document, and who needs attention today. No more lists and spreadsheets.
Bank powers of attorney and consent forms are signed digitally from the client’s phone — organized, filed, and ready to submit. No printing, no scanning, no waiting for a meeting.
WhatsApp reminders, refinance-opportunity alerts, payment requests with automatic receipts, and refi lead capture — everything that eats your time happens on its own in the background.
From the moment you send the link to a verified file — without managing it by hand.
Send a link over WhatsApp. The client opens it on their phone — no app download, no passwords.
A photo of a payslip automatically becomes a clean, classified, verified PDF. Missing a document? A reminder goes out on its own.
When the checklist is full, the file is ready to submit to the bank — organized exactly the way you need it.
Dossi is not a mortgage calculator or a rate-mix builder. The mix, the rates, and the negotiation with the bank stay with you — where they belong. We take the tedious part: collecting, verifying and organizing the documents and information, so you arrive at the professional work with a file that’s already ready.
אתם מבקשים מהלקוח את המסמכים הכי רגישים שלו. הכלי שאוסף אותם חייב להיות ראוי לזה.
קבצי הלקוחות נשמרים ב-Google Drive שלכם — לא נעולים אצל ספק. אתם הבעלים של המידע, תמיד.
מידע אישי רגיש (PII) מטופל בהתאם, עם הרשאות וגישה מבוקרת. בנוי לעמוד בסטנדרט שיועץ פיננסי מחויב לו.
זרימת העבודה, המסמכים והוואטסאפ — סביב איך שיועץ משכנתאות בישראל באמת עובד. עברית מלאה, RTL, בלי תרגום מאולתר.
Open an account and start collecting a complete, verified file from your very first client — over WhatsApp.