Stay Ahead with Rate Alerts

Never miss a rate opportunity for your clients. With Rate Alerts in PPE, you can set a target rate for any scenario you price, whether it’s a new purchase, refinance, or custom situation. Once you set the alert, PPE keeps track of the market for you and automatically notifies your clients as soon as the rate drops below your chosen number. Notifications can be sent by email or SMS, whichever works best for your client. This keeps them informed, helps them act fast, and frees you from constantly monitoring rates yourself. It’s simple, reliable, and keeps your clients engaged every step of the way.

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Key Features That Make Rate Alerts Simple

Everything you need to keep clients informed and ready the moment rates drop.

Flexible Notification Options

You can choose how Rate Alerts notify your clients. Send a single notification when the rate drops, or keep sending daily notifications until the rate reaches your target and you stop it manually. This ensures your clients never miss a favorable rate, no matter how long it takes.

Client-Set Alerts from Your eCard

Clients can set up their own Rate Alerts directly from your eCard. Alerts they create are saved in alert tab, so you can always see which alerts are active and what rates your clients are tracking.

POS-Enabled Alerts

Rate Alerts aren’t limited to PPE. Customers can also create alerts directly from the POS. This seamless integration ensures clients get notifications wherever they interact with your tools.

Keep Clients Engaged and Ready

By setting Rate Alerts, you keep your clients informed in real time. They can act immediately when rates drop, increasing the chances of closing more deals. It also shows clients that you’re proactive and looking out for their best interests.

Easy Management in Alert

All Rate Alerts whether you set them or your clients set them are stored in Alert Tab. You can view, edit, or stop any alert at any time, making it easy to manage multiple clients and scenarios without losing track.

Why Rate Alerts Matter

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Stay informed about every rate change.

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Save time with automated updates.

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Keep customers instantly notified.

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Eliminate manual tracking and errors.





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

Yes. You can set a Rate Alert for any scenario you run in PPE. Just choose the target rate and the system will monitor it for you.

You can pick the option you like. The alert can send one notification when the rate drops, or it can send daily notifications until you stop it.

Yes. Clients can create their own alerts from your eCard or from the POS. Their alerts are saved in the Alert Tab so you can see them too.

Clients can receive alerts by email or SMS. The method depends on what you choose when setting the alert.

All alerts are stored in the Alert Tab. You can view, edit, or stop any alert at any time for any customer.