The All-in-One Relationship Engine for Mortgage Professionals
Specifically built for the mortgage industry, CRM centralizes customer, partner, employee, and recruitment management into one intuitive platform. It streamlines workflows, enhances collaboration, and keeps your entire team organized and aligned.
Organized Client Management for Mortgage Workflows
Easily add, manage, and categorize customers in one place — built specifically for how mortgage professionals work.
Add clients manually or in bulk — profiles sync with PPE, allowing you to run scenarios instantly.
Manually assign statuses like All, Lead Online, Scenario, Application, Prospect, and Pre-Approval to keep your pipeline organized.
Use the provided Excel template to upload multiple customers at once ideal for handling large datasets.
Assign customers to predefined groups: Prospect, Client, Seller, or Dead helping you organize contacts by engagement level.
Customers added in CRM automatically sync to PPE. LOS import lets you transfer client data with a single click.
Centralize every lender, realtor, and vendor — and turn partnerships into performance.
Add clients manually or in bulk — profiles sync with PPE, allowing you to run scenarios instantly.
Manually assign statuses like All, Lead Online, Scenario, Application, Prospect, and Pre-Approval to keep your pipeline organized.
Use the provided Excel template to upload multiple customers at once ideal for handling large datasets.
Assign customers to predefined groups: Prospect, Client, Seller, or Dead helping you organize contacts by engagement level.
Track everything from onboarding to offboarding — all in one place.
Store job roles, hire/exit dates, addresses, licensing states, NMLS IDs, and more tailored for mortgage team structures.
Mark employees as inactive (dead status) to disable login access after departure.
Keep personal documents, signed agreements, IDs, pay slips, and more securely organized.
Record promotions, performance notes, and approved marketing materials like flyers all tracked for reference.
A smarter way to build your mortgage dream team.
Add candidates manually and track them by status: Prospect, Hired, or Dead.
Manually assign statuses like All, Lead Online, Scenario, Application, Prospect, and Pre-Approval to keep your pipeline organized.
Save details like experience, monthly volume, NMLS ID, license states, ratings, comments, and recruiter name — all in one place.
Upload resumes and other key documents. Recruiters can text and chat directly with candidates, while admins can review full communication logs, call history, recordings, and voicemails.
Below you’ll find answers to some of the most common questions about the 1 Solution platform—covering features, setup, and how it all works. If you still need help or have specific questions, don’t hesitate to contact us. Our team is happy to guide you Contact us