Skip to main content
FR DE IT EN
Brokers’ area

Guide

The application file: fill it in once, send it in one click

Updated on 13 November 2026

In brief

In Switzerland, every letting agency asks for roughly the same documents: a recent debt collection register extract, your latest payslips, an identity document or your permit. On ImmGate you upload them once, in “My file”. When you write about a listing, you tick “Attach my complete file”: the agency receives a link that only opens with a code sent to its address. Your documents are encrypted, you see who opened them, and you withdraw access whenever you like.

What letting agencies ask for

For a home, the list is almost always the same: who you are, whether you can pay the rent, and whether you have debts. For a purchase, the bank and the seller mainly want to know how you will finance it.

  • A debt collection register extract less than three months old.
  • Your last three payslips, or your salary certificate.
  • An identity document or your residence permit.
  • Often, a household contents and liability insurance certificate.
  • For a purchase: a financing confirmation from your bank and proof of your own funds.

Your file, in one place

“My file” holds two files. Rental, for a home or a parking space. Purchase, for a house, a flat, a new development or land. A ring shows what is missing, and a debt collection extract older than three months is flagged so you can renew it in time.

The My file page: the complete rental file, and the box explaining how it is protected.
My file: complete, ready to go
  1. You fill it in Once: information and documents.
  2. It is complete The ring is full.
  3. You attach it One tick, on the request.
  4. The agency opens it With a code sent to its address.

Attaching it to a request

On a listing page, the contact form has an “Attach my complete file” box. You can only tick it when your file is complete. Otherwise, a link takes you to what is missing. The request is sent as usual, and your file goes with it.

A listing’s contact form, filled in, with the “Attach my complete file” box ticked.
One tick, and it is sent

What the agency sees, and how

The agency does not get your documents as attachments that would then sit in its mailbox: it gets a link. Opening it takes three things at once.

The page where the agency enters the six-digit code received by e-mail to open the file.
The link, an authorised address, a code
  1. The link received with your request.
  2. One of the addresses that received the request: the broker’s, the agency’s or its software’s inbox.
  3. A six-digit code, sent to that address and valid for fifteen minutes.
  4. The file then opens for two hours: your information, each document, or everything in one ZIP file.

The link stays valid for thirty days. Someone who found it without access to those addresses could do nothing with it.

You stay in control

Every sending appears in “My sendings”: the listing, the date, who opened the file and how many times it was downloaded. One click on “Withdraw access”, and the link no longer opens.

The My sendings list: the file sent for a loft, opened by the agency, with the button to withdraw access.
My sendings: who opened it, and when
  • You see every opening and every download.
  • You withdraw access at any time.
  • You delete your whole file in one click.
  • If not updated for twelve months, it is deleted. You are warned two weeks before.

Encrypted, in Switzerland

Your documents are encrypted on our servers in Switzerland, with a key kept separately: a copy of the files would not be enough to read them. They go through no artificial intelligence service and are never sold or used for anything else.

What the Federal Commissioner says

The Federal Data Protection Commissioner accepts that a letting agency asks every applicant for their identity, permit, profession, income and a debt collection extract. A copy of the identity document or the payslips may only be required from the applicant it chooses, and it must destroy the copies of the others.

The ImmGate file therefore holds no marital status, religion or current rent, and your income appears as a bracket. By ticking the box, you choose to send the whole file, payslips included. If you would rather wait until you are chosen, send your request without the file. The agency sees a reminder of these rules when it opens it.

Applying from a letting agency’s website

Some letting agencies have an “Apply with ImmGate” button on their own website. It takes you to ImmGate: you see which agency is asking for which file, what it will receive and what it will not. You accept or not. The share lasts thirty days, appears in “My sendings” and is withdrawn in one click.

The page where you share your rental file with a letting agency: what it will receive, and what it will not be able to do.
You choose who you share it with

Your AI assistant can fill it in

If you connect your AI assistant to your account, it can complete your file with what you give it, upload your documents, and attach the file to a request when you ask. You allow it on an ImmGate page, and disconnect it whenever you like.

The page where you allow an AI assistant: what it will be able to do, and what it will not.
You allow the assistant, on ImmGate

Finding a home with an AI assistant

Before the portal opens

Until ImmGate opens in 2027, listings are demonstrations and no request is sent. The demonstration account shows a complete file with made-up documents: you can browse it and see the page as the agency will.

Sources