Drop in the documents. WeDossier splits, names and files every page, reads it, and builds the application with each value traced to its source. It flags what is missing or expired and asks for it. You stay on the review loop, not the data-entry loop.
● Hosted in Canada (Montréal) ● AI proposes, you approve ● Two-factor sign-in, full audit trail
Other platforms give you a form and a folder. WeDossier gives you a case agent that reads, fills, checks, remembers and asks, and shows you where every number came from.
Collecting documents, renaming them, checking dates, and keying the same numbers into the CRM, the application and the lender portal. That admin is why good clients sit in the pipeline, never started.
Form-first systems leave that work with you. WeDossier starts from the documents and does it for you.
From a pile of documents to a lender-ready package, with you approving every step that matters.
One merged PDF, mixed scans or phone photos, straight into the case chat. The agent splits them page by page, recognises each one and files it under a clear name.
48 Canadian mortgage document types: ID, consents, T4, NOA, paystubs, LOE, bank statements, gift letters, purchase contracts, appraisals and more.
Every value the agent reads is proposed into the application in violet, with the document and page it came from. Confirm, edit or reject in one click.
Conflicts between documents are ranked (NOA over T4 over LOE over paystub) and you pick. Expired documents show up as gaps.
Mark each section Final. When all nine are, compile the lender package for the submission method you choose: Filogix Expert, Velocity, a lender portal or secure email.
Nothing reaches a lender or a client without your review. You submit; WeDossier assembles.
Form-first tools bolt AI onto a form. WeDossier starts from the documents, and the form is a view over what the agent has read and you have approved.
No keying first. The agent splits, classifies, names, files and reads what you drop in, and tells you what it could not identify and why.
Each value records the document, page, snippet, confidence, and who accepted it and when. Anything in the package can cite its backing document.
Clean, high-confidence income, asset and property values can be accepted by policy and reviewed once per stage. You set how far it goes.
Names, dates of birth, SIN, ID and addresses are always proposed, never written by the AI. Another person's documents are never added to a case silently.
Bank statements 90 days, paystubs 35, LOE 60, credit report 30, appraisal 90, ID to expiry. When a document ages out, its values expire and the gap shows.
Facts belong to the client, not just the deal. A renewal or refinance starts from what is already known, behind a recorded consent and a retention rule.
A chat with the case agent on one side, a one-page narrative of the application on the other. Nine colour-coded sections, each showing what is complete, what is missing and which document would fill the gap.
T4_2025_Dana-Martin.pdf, page 1, box 14 · confidence 98%
The agent works under the same rules as a person on your team. It proposes, or acts within the policy you set, and every action is recorded.
Nothing reaches a lender, a client message or a package without human review.
Data, documents and AI processing on Google Cloud in Montréal. Your client data is not used to train vendor models.
Row-level security on every table keeps each organisation's data apart. Documents are private by default and shared only through short-lived links.
Every change, by a person or the agent, is written to an append-only log, kept seven years by default.
Mandatory authenticator-app two-factor, email verification, Google sign-in, and owner, admin and broker roles.
Deleted documents sit in a trash for 30 days, and you control how bundles are split.
The work doesn't end at funding. See each client's whole picture and the next conversation worth having.
What changes when the platform starts from the documents.
| Form-first systems | WeDossier | |
|---|---|---|
| Starting point | An empty application form | The client's documents |
| Data entry | You key it, often several times | The agent proposes it; you confirm in one click |
| Where a number came from | Your memory, or a folder | Document, page, snippet and confidence on every value |
| Stale documents | Caught by the lender, later | Freshness rules expire them and show the gap |
| Returning clients | Start again | Start from what is already known, with consent |
| AI | A bolt-on text helper | A governed agent that proposes and is audited |
| Hosting | Varies | Google Cloud, Montréal |
Everything above is live in the beta today. These are coming next.
Clients send documents straight into their case.
Forward an email and its attachments land in the right case.
Question the whole case in plain language, with answers that cite their documents.
Your rules for follow-ups and renewals. The agent drafts the touchpoint; you approve it.
Direct submission through Filogix and Velocity, plus imports from both.
Credit bureaus, open-banking income, appraisals, e-signature and commission tracking.
Every brokerage runs a different book. Pick the plan that fits, tell us a little about your team, and we'll send you a quote.
For the solo broker getting organised.
Quote on request
Request a quoteThe full case agent, for busy brokers.
Quote on request
Request a quoteFor brokerages and teams at scale.
Custom quote
Request a quoteEmail us your brokerage name, how many brokers you have and roughly how many new files you open each month. We'll reply with a quote and a time to walk you through it.
Join the beta and let the case agent build your next file. You'll see where every number came from.