Turning documents into decisions
HypoDossier turns incoming document chaos into complete, formatted and structured dossiers - eliminating the administration behind every mortgage decision. Developed in the Swiss mortgage business, ready wherever decisions depend on documents.
Solutions
Proven where it is hardest
MortgagesDeveloped and proven in the most complex document process in banking. In productive use every day since 2021.
BankingThe same platform for financial planning, portfolio checks, inheritances, SME loans, credit cards, pillar 3a and much more.
Data-sensitive industriesPension funds, health insurers, insurance companies - wherever decisions rest on documents.
100% hosted in SwitzerlandData and AI processing always takes place within Swiss infrastructure
ISAE 3000 certifiedAudited controls for secure and compliant operations
Specification
The platform in detail
Developed and proven in the most complex document process in banking. In productive daily use.
More than 40 input formats - e-mail, PDF, Office files, scans, photos, ZIP files, XML - are automatically recognised, cleaned up and converted into structured, uniform documents.
Hundreds of document types, multilingual (DE / FR / IT / EN), pre-trained per domain - new types are added through configuration.
Thousands of data points, structured, each with page and position in the source document. Contradictions between documents are detected and flagged for review.
Multi-step analyses across document, person and time boundaries. Risks and red flags are identified in the context of the whole dossier - not document by document.
API-first. IDs, lifecycle and archiving stay with the bank. Export status per document. Clean data handover to target systems, with a UI available for direct interaction.
All data and all AI processing stay exclusively in Switzerland, on ISO 27001-certified infrastructure. No data transfers abroad.
E-mail
PDF
Office
Scans
Photos
ZIPs
XMLWorkflow
From idea to production, all from a single provider
HypoDossier - the continuous improvement cycle for your intelligent document processing
Phase 1
Design and implementation
01.Scope
Process analysis and definition of the target process.
02.Solution design
Joint design of the target architecture, agent-based workflows, integrations and governance.
03.Development
Development, configuration and validation of the AI solution and the agent-based automations.
04.Integration
Provision of the required APIs, user interfaces and integrations, with seamless connection to existing business applications and third-party systems.
Phase 2
Operation and optimisation
05.Production
Secure, highly available and FINMA-compliant production operations in Switzerland.
06.Monitoring and troubleshooting
Continuous monitoring and proactive resolution of issues relating to documents, data mappings, integration and other operational matters.
07.SaaS operations and support
Comprehensive SaaS operations, including monitoring, security, updates, maintenance, incident management and dedicated support.
08.Optimisation
Continuous optimisation of quality, performance and degree of automation based on new requirements and insights from production.
One pipeline
From incoming chaos to a decision-ready dossier
Process
One foundation across all channels
Any format, any quality - cleaned up and combined into one structured document base.
Classify
Recognise and organise
250+ document types are named and sorted into a consistent dossier structure.
Extract
Make data traceable
1,000+ data points are extracted - every value located by page and position in the source document.