Keep Everyone Updated Instantly with Loan Milestones

Send real-time loan status updates to borrowers, processors, and team members with one click. No extra steps. No missed communication.

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How Loan Milestones Work

Every time a loan moves to a new stage, your team can record the update and send notifications directly from the Loan Status tab.

Default Templates You Can Control

No need to type the same message again. Each milestone comes with ready email and SMS templates that fill in borrower and file details automatically. You can edit or replace them anytime to match your company’s style.

Default Templates
Third Party Tracking


Third Party Status Tracking

he Third Party tab handles external updates like credit reports, appraisals, and titles. Add dates and send a default or custom message to everyone involved. All updates stay tracked and synced with your file timeline.

Smart Notifications for the Whole Team

Team members get instant SMS alerts, email updates, and file links keeping communication fast and clear.

Team Notifications
Customize Once


Customize Once, Use Forever

Admins can manage all milestone templates from settings Once set, your templates apply across the company giving your team a simple and uniform way to communicate loan progress.



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

Everyone linked to the loan file can receive updates — borrowers, processors, loan officers, and third-party partners. You can choose to notify all or select specific users.

Yes. Each milestone has default email and SMS templates you can edit anytime. You can change wording, add details, or create new templates that fit your company’s tone.

Loan Milestones are used for internal and borrower updates as a loan moves through stages.
Third Party Status is for external requests like credit reports, appraisals, or title updates — so everyone knows what’s been ordered or received.

You can send either an email or an SMS for each update. Simply choose your preferred option before sending, and the system will log the notification in the file timeline.

No. Admins can create and manage templates from settings. Once saved, they apply company-wide, keeping all communication consistent and easy to manage.