Seamless Collaboration
Gridwork connects financial institutions with real estate agencies, sellers, and buyers, enabling earlier client contact, higher mortgage retention, and faster deal flow.
Key Benefits for Financial Institutions
Increase client value
Get notified early when clients sell their property — giving you the chance to guide them through every financial decision, from reinvesting freed capital to planning pensions and retirement.
Guide the Full Transaction
Be part of the entire journey — from seller onboarding to buyer financing. Support clients at every decision point, not just at the mortgage application.
Higher Mortgage Retention
Secure repeat business with streamlined collaboration between banks, agencies, and clients. Increase re-mortgage rates and reduce client churn.
How Gridwork supports your client advisors
Gridwork equips your advisors with the tools to stay close to clients, simplify collaboration with agencies, and deliver financing at the right moment.
Onboard sellers directly into connected real estate agencies.
Receive property data instantly — no chasing emails or PDFs.
Offer financing quickly, with complete transparency to agencies and clients.
Track every interaction in one compliant system.
Identify new opportunities to develop client relationships.
Two decisive touchpoints for financial institutions
Gridwork connects two decisive touchpoints where banks can add value, strengthen client relationships, and secure more mortgage business
Why Banks Choose Gridwork
Gridwork gives financial institutions the tools to deepen client relationships, protect their mortgage book, and unlock new growth opportunities — all while meeting the highest compliance standards.
Compliance & Security
Swiss-hosted and GDPR-compliant, with complete audit trails. Gridwork guarantees secure, compliant data flows that protect both your bank and your clients.
New Revenue Streams
Boost re-mortgage rates and expand share of wallet by staying involved across the whole property journey — from freeing capital after a sale to financing the next home.
Operational Efficiency
Eliminate manual back-and-forth with agencies and clients. Standardised data flows save time, reduce errors, and scale seamlessly across your advisory teams.
Stronger Client Bonds
Stay relevant beyond the mortgage. Support clients at every stage of their property journey, turning single transactions into long-term relationships.
Collaboration Made Simple
Gridwork connects the two worlds that matter most in property transactions: real estate and finance. Our platform removes delays, prevents data silos, and enables sellers, buyers, agencies, and banks to move forward with confidence.
Ready to close the mortgage gap?
Join leading Swiss banks already collaborating with real estate agencies on Gridwork.
FAQs
Find answers to common questions about our services for financial institutions.
Gridwork is a SaaS platform designed to connect banks and real estate agencies. It facilitates seamless transactions between sellers and buyers. Our goal is to streamline the process and enhance collaboration.
Gridwork notifies you when your clients are selling their property. This allows your advisors to step in early and secure financing for their next home, increasing retention.
Yes. Gridwork is Swiss-hosted, GDPR-compliant, and provides full audit trails. Data is exchanged securely and transparently with all parties.
You get structured property and client data instantly — no PDFs or manual uploads. This ensures your team always works with accurate, complete information.
Yes. Gridwork is designed with open APIs, making it possible to integrate client and property data into your CRM or core banking systems.
Still have questions?
Feel free to get in touch. We are more then happy to discover your needs and to share our vision with you.