We are partnering with NAMB to help mortgage brokers work faster, stay organized, and close more deals. Members get exclusive benefits and discounts.
1 Solution combines PPE, LOS, CRM, Communication, POS, E-sign, and marketing tools so you can manage your loans faster and smarter. From running scenarios to sending proposals, everything is under one roof. No extra apps, no switching tabs, just simple, clear workflows.
PPE gives you a complete pricing workspace built for real loan flow. Run scenarios and instantly see eligible and ineligible products in one view. Compare rates, verify pricing, adjust taxes and fees, and check QM status before moving forward. Create and send proposals, open house flyers, and printable rate sheets using live pricing. Share full scenarios with partners, request quotes, set rate alerts, and move straight into submit or rate lock. Every run auto saves and syncs with your CRM, including branch compensation and earnings visibility, so nothing gets missed.
The Communication center keeps every client and team conversation organized in one secure place. Make calls, send texts, emails, and faxes, start internal chats, or host video calls without leaving the platform. Every interaction is automatically logged under the client file for easy tracking and compliance. Review call history, listen to voicemails, manage SMS conversations, send secure emails, collaborate with your team in real time, or record video and screen walkthroughs to share later. No third party tools, no lost messages, everything stays connected to the loan.
The CRM keeps your entire business organized in one place. Manage clients, partners, employees, and recruits using a system built for mortgage workflows. Add contacts manually or in bulk, track statuses across your pipeline, and keep profiles synced with PPE and LOS so scenarios and files stay connected. Store documents, manage access, track activity, and keep communication tied to each record. From client follow ups to team management and recruiting, everything stays structured, visible, and easy to manage.
The Point of Sale portal gives borrowers and loan officers one secure place to manage the loan from start to finish. Clients complete the 1003 application, upload documents, sign forms, and track loan progress in real time. Everything flows directly into your file, keeping data accurate and reducing back and forth. The result is a smoother experience for borrowers and a faster workflow for your team.
The Loan Origination System keeps your loan moving from start to finish in one organized workspace. Collect borrower details, complete and print the 1003, pull credit, calculate income, and qualify borrowers using live file data. Generate pre approval letters, manage fees, and keep documents and parties tied to the loan. Add and track conditions, assign tasks, and notify your team as the file moves through each stage. Every update is logged, keeping everyone aligned and aware from intake through closing.
The Essentials suite gives you everyday tools that keep your business organized and moving. Store and manage documents, send files for e sign, track tasks, manage your calendar, and access training all from one place. Files stay sorted, reminders keep you on schedule, tasks stay visible, and your team always knows what to do next. Everything is built to support real daily work without extra steps or extra tools.
The Essentials suite gives you everyday tools that keep your business organized and moving. Store and manage documents, send files for e sign, track tasks, manage your calendar, and access training all from one place. Files stay sorted, reminders keep you on schedule, tasks stay visible, and your team always knows what to do next. Everything is built to support real daily work without extra steps or extra tools.
Exclusive discount for NAMB members to access 1 Solution the all in one mortgage software!
Get NAMB DiscountBelow 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