Pricing Proposals & Rate Alerts in Seconds
Just enter a scenario, generate a detailed mortgage breakdown, send proposals via email or SMS, and activate automated rate alerts your clients will love.
Just enter a scenario, generate a detailed mortgage breakdown, send proposals via email or SMS, and activate automated rate alerts your clients will love.
Start by entering your client's basic details: name, phone number, email address, and FICO score. That's all it takes to begin.
Choose the loan type (Conventional, Government, or Portfolio), then fill in the term, amortization, loan amount, purpose, and down payment. Simple and efficient.
Enter the property details, including occupancy type (Owner-Occupied, Non-Owner, or Second Home), number of units, property type, and ZIP code.
Once you enter the ZIP code, our system automatically identifies the county, pulls in the correct loan limits, and estimates the property taxes.
Think the estimated taxes are too high? No problem - you can customize them anytime.
Choose a rate that works for your client and click "Generate Proposal" — the system will instantly create a fully branded, detailed proposal ready to send via email or SMS.
Prefer to wait? Just click "Rate Alert", set the target rate, and the system will automatically notify your client when it becomes available.
Run a scenario and instantly see live pricing from multiple lenders...
Eligible
Instantly shows all products that match your scenario.
Ineligible
Displays loans that don’t currently qualify.
Customization
Adjust estimated taxes, title fees, etc.
Compare Products
Collect up to 3 rates...
Click any product to expand it and reveal all available rates.
Add to Comparison, verify rates, and more.
From comparing rates to verifying pricing and starting the loan it all happens in one smooth flow.
Click a rate, hit Add to Comparison, and select up to three products across any loan type. Head to the Compare tab to preview or download a detailed side-by-side PDF.
Think something’s off? Select the rate and Click Price Verification a pricing team member will review and respond within 5 minutes
Like the offer? Click Rate Lock to notify processing they’ll confirm documents and eligibility. Or use Submit Loan to start the file right from the pricing engine.
Deliver polished proposals, keep records synced, and access key info all without breaking stride.
Expand any product to view broker name, AE contact info, update timestamps, star ratings, and official lender rate sheets all from your results screen.
QM Status: Instantly see which rates your client qualifies for :
QM (Green): Your client is likely eligible for this rate.
QM (Red): This rate may be harder to qualify for.
Every run is automatically saved in the PPE, and client data flows straight into your CRM no extra steps needed.
Click Print to generate a clean, branded PDF of all the rates ready for social, client meetings, or internal use.
Run a scenario in the PPE, pick your favorite rates, and send them straight to a flyer tempelate in the Marketing > Open House Tab
Add property details like rooms, sqft, NMLS #, and the year built-plus your relator partner's info.
Get a clean, customized flyer ready to share with clients in just minutes.
Worried the system won’t reflect your unique compensation model? Don’t be. You can create multiple branches within the platform, each aligned with its own custom compensation plan. When you run a pricing scenario in the PPE, the system automatically applies the correct compensation based on the selected branch ensuring accurate, compliant, and branch-specific pricing every time.
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