Mortgage brokers
Guide your clients through income, down payment and property document requests, with progress your whole team can follow.
Request my trialYour starter templates
Templates included from the start, ready to tailor to each client.
Different borrowers, shared property documents and files arriving at their own pace. Dossilo brings the collection together in one portal.
In your everyday work
Explore the use cases and document checklists included in your firm’s starter templates. Adapt them to fit each client.
01Included template
Gather employment and income records, down payment evidence and property documents. Individual documents are associated with the relevant borrower.
Documents to collect
02Included template
Start with the current mortgage statement and requested financial information. Add instructions so clients provide the versions you need.
Documents to collect
03Included template
Request T1 returns, notices of assessment and investment statements in a dedicated checklist. Keep received documents and outstanding items easy to find.
Documents to collect
Your firm chooses the documents needed for each engagement. Everyone invited to a matter can view its documents; use separate matters when access must remain separate.
More practices, the same portal
Purchases, sales, refinancing, wills and mandates: prepare each matter with the right checklist.
ExploreIndividuals, self-employed clients and corporations: organized document collection for every accounting engagement.
ExploreSeparation, civil litigation and new matters: structure document collection from the first conversation.
ExploreDoes your practice have its own requirements? Build your catalogue and templates around the way you work.
ExploreYour next matter can be simpler
30 days to try it. No credit card required.