Essentials

All the tools you need, right where you need them.

Built for small business professionals, mortgage brokers, and loan officers, the Essentials suite brings clarity, control, and convenience to your daily operations. Each feature is crafted to solve real workflow challenges so you can spend less time juggling tools and focus more time growing your business.

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Essentials

All the tools you need, right where you need them.

Built for small business professionals, mortgage brokers, and loan officers, the Essentials suite brings clarity, control, and convenience to your daily operations. Each feature is crafted to solve real workflow challenges so you can spend less time juggling tools and focus more time growing your business.

Request Demo
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Documents

Effortless File Management for Busy Professionals

All your business files from flyers to client documents stored, sorted, and secured in one place.

All Your Business Files. Instantly Organized.

Documents is your central hub for flyers, rate sheets, and client files automatically saving downloads and keeping everything secure and easy to find. No more dragging, dropping, or searching.

Custom Folders. Clean Interface. Total Control.

Organize documents your way with custom folders and smart sorting. Everything you need, right where you expect it fast, simple, and built for your workflow.

1S
1S

Training

On-Demand Learning for You and Your Team

View all system tutorials in one place and upload your own meeting recordings to share with your team anytime.

Your Go-To Spot for Tutorials & Team Learning

The Training center is where all your system tutorials live easy to access, whenever you need them. You can also upload and share your own meeting recordings to keep your team aligned and informed.

Everything You Need to Learn, All in One Place

From quick walkthroughs to full software guides, Training helps you and your team stay up to speed without slowing down your day.

Calender

Stay Organized, Stay Ahead

Manage your schedule with ease and get automatic reminders for key business dates.

Your Schedule, Simplified

Stay on top of your day with a built-in calendar that keeps everything organized and on time.

Plan Smart. Stay Notified.

Schedule meetings, set key reminders and get email alerts right on time. Stay focused and in control, every day.

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1S

Tasks

Stay Focused. Work Smarter.

Easily manage to-dos, assign tasks, and track progress all in one place.

From Chaos to Clarity

Whether you're working solo or leading a small team, Tasks helps you assign follow-ups, organize client work, and monitor everything in real time. Simple, clear, and built for getting things done.

Everything You Need to Learn, All in One Place

From quick walkthroughs to full software guides, Training helps you and your team stay up to speed without slowing down your day.

E-Sign

Send, Sign, and Stay Secure

Easily send documents for e-signature, manage templates, and track signing progress all in one streamlined tool.

Simple Signatures, Seamless Workflow

Send documents for e-signature with just a few clicks. Once signed, both you and the signer receive an email confirmation. Signers also get a unique download code and if they need it again, you can resend it anytime.

Custom Templates. Organized Records.

Save document templates, edit signer names, dates, and signature placements, and categorize files for easy tracking. E-Sign keeps your process professional, organized, and fully under your control.

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Frequently Asked Questions



Got Questions? We're Here to Help

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

Essentials is a productivity suite designed specifically for small business owners, mortgage brokers, and loan officers. It includes five core tools — Calendar, Documents, Training, Tasks, and E-Sign — all built to streamline your workflow and help you stay organized and efficient.

Yes! The built-in Calendar lets you set reminders for critical business dates. You’ll receive email notifications on the exact day, so you never miss a meeting, deadline, or submission.

E-Sign allows you to send documents for electronic signature in just a few clicks. Once the document is signed, both you and the signer receive an email. The signer also gets a secure code to download the file — and if needed, you can easily resend the code. It’s fast, secure, and fully trackable.

Absolutely. You can upload your own meeting recordings and training materials to share with your team. It’s perfect for onboarding, internal updates, or storing your own tutorial content alongside the built-in system guides.

Tasks is built for solo professionals and small teams. You can assign follow-ups, manage to-dos, and track progress in real time. It gives you visibility into what’s getting done — without adding complexity to your workflow.