One platform from lead to funded to commission. Your AI agent does the document and data grunt-work — so you activate the pipeline you're too busy to touch.
No credit card · Replace BrokerEdge + OneDrive + PDF tools + spreadsheets · Canadian-hosted
Brokers stitch together a CRM, OneDrive folders, PDF editors, lender portals, email, and spreadsheets. The admin burden — collecting, renaming, checking documents, re-keying the same data five times — is so heavy that clients sit in the pipeline, never started. WeDossier removes that burden so dormant pipeline converts into funded deals.
From a simple lead to the moment your commission lands — with Atlas, your AI agent, at every step.
Lead
Capture & qualify
Eligibility
Smart intake
Documents
AI extracts & fills
Lenders
Shop & submit
Close
Compliance & fund
Commission
Tracked & paid
The whole stack a broker juggles — unified, and supercharged by AI.
Every contact, lead and deal in one pipeline. One client, many applications, across many properties — nothing falls through.
Your full repository. AI reads, renames, QC-corrects and extracts data — then flags what's missing or expiring before it bites.
Every field a lender needs — borrowers, income, assets, liabilities, properties — auto-filled from documents, you approve.
Shop a deal to multiple lenders, pick exactly which documents each one sees, and push ready applications straight through — no re-keying.
Integrate with credit unions to pool records and pull the data you need — one source of truth instead of scattered systems.
BCFSA-ready checklists, field-level audit (who changed what), retention and Canadian data residency, built in.
Atlas reads documents, fills the application, cross-checks the data, chases what's missing, matches lenders, and drafts the package — proposing every step for your one-click approval. You stay in control; the busywork disappears.
Start with a 14-day free trial. One admin seat included; add your team as you grow.
For the solo broker getting organized.
$79 /seat/mo
Start freeThe full AI agent + lender integrations.
$149 /seat/mo
Start freeFor brokerages & teams at scale.
Custom
Talk to us| Feature | Starter | Pro | Enterprise |
|---|---|---|---|
| CRM, leads & pipeline | ✓ | ✓ | ✓ |
| Document repository & QC | ✓ | ✓ | ✓ |
| AI extraction & auto-fill | 500 pg/mo | 3,000 pg/mo | Unlimited |
| Active applications | 50 | Unlimited | Unlimited |
| Atlas AI agent (full) | — | ✓ | ✓ |
| Lender submission (Velocity) | — | ✓ | ✓ |
| Selective per-lender disclosure | — | ✓ | ✓ |
| Compliance & field-level audit | Checklist | ✓ Audit | ✓ Audit |
| Credit-union / records pooling | — | — | ✓ |
| Dedicated DB & SSO | — | — | ✓ |
| Storage | 25 GB | 100 GB | Custom |
| Canadian data residency | ✓ | ✓ | ✓ |
Prices in CAD. AI pages, storage & seats metered with fair-use overage. Final tiers may be tuned during the pilot.
Run your whole book — lead to funded to commission — in one AI-powered dossier.
Start your free trial