In April 2021, Asmir Imeri launched a simple yet ambitious idea: to bring the world of financial intermediaries closer to the world of mortgages. Five years later, this solo initiative has grown into an established company with a digital operating platform, its own training program, one of the largest teams of freelance mortgage specialists in Switzerland, and a lively birthday party.
After completing an apprenticeship as a drafting technician and serving in the military, Asmir Imeri entered the financial sector in 2007; his first experience with mortgage transactions followed in 2011. Drawing on this experience, he founded S.O.I. Strategic Opportunity Investment AG with the goal of providing independent brokers with structured access to partners in banking, insurance, and pension funds. In recent years, this has evolved, in the founder’s words “from ‘I’ to ‘WE’”, into a dynamic ecosystem with significant growth potential.
Operating system as the digital backbone
At the heart of the system is the Digital Mortgage Operating System (MOS). It enables independent brokers to process their clients’ new loan, refinancing, and specialty financing applications efficiently and in real time, while also providing access to a broad network of financing partners. Intelligent process automation significantly reduces the administrative burden in day-to-day advisory work.
In addition, the S.O.I. Special Financing division has established itself to handle more complex projects. It is aimed at high-net-worth clients, as well as real estate developers and general contractors, who wish to secure structured financing for complex construction and real estate projects from the conceptual phase through to completion.
Training as a second source of income
In addition to the Mortgage Operating System, S.O.I. is making targeted investments in professional development within the industry: Through the S.O.I. Learning World, the company provides hands-on training to finance and insurance experts, preparing them to become mortgage specialists with a recognized certification and a clear focus on practical application in day-to-day advisory work. This completes the cycle that Imeri had in mind from the very beginning: financial intermediaries, lending institutions, and end customers should all benefit equally from a functioning, sustainable cycle in mortgage financing.
Today, the company is led by an expanded board of directors that includes Asmir Imeri, Avni Izairi, Bruno Schweinzer, and Lirim Imeri. Five years after its founding, S.O.I. is no longer just the vision of a single individual, but a team that aims to help shape the next phase of growth in the Swiss mortgage brokerage industry.
Binci Heeb
See also: Learning for Real-World Application: The S.O.I. Learning World
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