The Customers section brings everything together so you can work with a clear view of every client. Add leads, update details, and open any file with ease. Each profile shows their info, messages, and progress in one clean layout. You always know where the client is in your process. No jumping between screens or guessing. Just a smooth way to manage every person you work with.
Work faster with simple tools that help you manage data files activity and communication from one place.
Upload all your old customer data in one go with our Excel template. Add hundreds of contacts at once and keep your list clean and ready to use.
Save important customer files right inside their profile. Keep every document in one safe place so you can open or send it whenever you need.
Create a portal for each customer and set a password for them. They can log in to send an application, upload documents, or leave a message. Everything they do shows up in their profile.
Every text call and message with that customer is saved in their profile. You can track the full history anytime without searching through separate tools.
When a client is ready for pre-approval, create their profile, add a password, and manage everything from the Customer section. Send the pre-approval package via email or SMS, and clients can fill it out offline or online through our secure POS. All responses go straight into their profile, keeping everything organized.
Create a client profile, set a password, and have everything ready in seconds.
Send the pre-approval package via email or SMS with just a few clicks.
Clients can complete the package as a PDF or securely online using our POS login.
All returned forms, documents, and info go straight into the client’s profile organized and easy to access.
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