--- title: "1Solution Mortgage Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about 1Solution Mortgage Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/300406/1Solution/" page_type: "product" language: "en" --- # 1Solution Mortgage Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) 1Solution Mortgage Software ## What is 1Solution Mortgage Software? 1 Solution Mortgage CRM helps mortgage brokers and loan officers manage relationships, automate communication, and organize their pipeline from lead to closing. The platform centralizes customer, partner, employee, and recruitment management in a single system, making it easier to track interactions and improve productivity. Key features include contact management, email and SMS communication, task management, document tracking, recruitment tools, and workflow automation. Designed specifically for the mortgage industry, 1 Solution Mortgage CRM helps teams streamline operations, improve collaboration, and deliver a better borrower experience while maintaining strong security and compliance standards. ## What is 1Solution Mortgage Software used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $100 Other, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for 1Solution Mortgage Software?[Manage this product listing](https://www.g2.com/products/1-solution-mortgage/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### 1Solution Mortgage Software 5.0 (1) VS. [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price $100 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.7 (116) Value For Money 5.0 (1) Value For Money 4.7 (106) Customer Service 5.0 (1) Customer Service 4.8 (115) ## 1Solution Mortgage Software alternatives [4.9 (39)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/) Starting price $500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) [4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/191761/Mortgage-Automator/) [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) Starting price $165.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/37032/BNTouch/) ## FAQs about 1Solution Mortgage Software Overview ### What company size and specific industries is 1Solution Mortgage Software built for? 1Solution Mortgage Software is designed for independent mortgage brokers, which typically means small to mid-sized businesses in the mortgage and lending sector. It is built for firms that need one platform to manage the full loan lifecycle and lead management instead of using separate tools. Features and Usability ### What are the key features of 1Solution Mortgage Software? 1Solution Mortgage Software offers loan origination, loan processing, borrower management, and pipeline management for mortgage workflows. It also includes electronic applications, credit reporting, approval process control, document storage, electronic signature, reporting & statistics, CRM, and marketing automation for lead capture and client communication. Pricing ### How much does it cost and what fees or limitations are included? 1Solution Mortgage Software starts at $100 per month on the Based On Closing plan, which includes 10 users and all core packages, with a minimum $250 monthly commitment. The Based on User plan is also $100 per month per user. A free trial is available, and add-ons cost $25 to $100 each. Integrations ### Which third-party tools and platforms does 1Solution Mortgage Software integrate with? 1Solution Mortgage Software integrates with 2 third-party communication tools: Twilio and Twilio Flex. These catalog integrations support messaging and contact-center workflows within the platform. Getting Started and Support ### What training and onboarding options does 1Solution Mortgage Software offer? 1Solution Mortgage Software provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars allow group learning, documentation serves as written reference material, and videos offer self-paced visual guidance for setup and feature review. Getting Started and Support ### What customer support options does 1Solution Mortgage Software offer? 1Solution Mortgage Software provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Reviewer feedback on support quality is not available here, so no reliable claims can be made about response times, helpfulness, or common frustrations. The listed channels define the documented support experience. ## Features AI summary Based on 226 CRM reviews Capterra data shows that buyers of mortgage software rank the following features as their top priorities: - **Loan Management** (**67%** of reviewers rated this feature as critical) - **CRM** (**69%**) - **Electronic Applications** (**59%**) 1Solution Mortgage Software supports all three of the features reviewers value most: **Loan Management**, **CRM**, and **Electronic Applications**. Together, these capabilities help businesses manage loans from application through closing, maintain borrower relationships, and collect application data digitally, allowing teams to work more efficiently and respond to clients faster. Loan Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Document Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Electronic Signature 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Digitally sign online documents Lead Generation 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads Lead Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process 1Solution Mortgage Software 51 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Amortization Schedule: Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Borrower Management: Searchable database of information about loan borrowers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Brokers: Used by brokers - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Online Applications: Ability to fill out and submit application forms on the web - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pre-Qualification: The initial step in the mortgage workflow - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial [View pricing plan details](https://www.capterra.com/p/300406/1Solution/pricing/) Based On Closing $100.00 Other,Per Month It includes: - PPE - Pricing & Proposal Engine - COM - Communication - CRM - Customer relationship management - LOS - Loan Origination System - POS - Point of Sale - Essential - Business Operations Suite - Marketing - Brand & Growth Suite - HR - Operations & Monitoring - Front Line - MLO Sales Accelerator Based on User $100.00 Per User,Per Month It includes: - PPE - Pricing & Proposal Engine - COM - Communication - CRM - Customer relationship management - LOS - Loan Origination System - LOS - Loan Origination System - POS - Point of Sale - Essential - Business Operations Suite - Marketing - Brand & Growth Suite - HR - Operations & Monitoring - Front Line - MLO Sales Accelerator Value for money 5.0 (1) 5.0 Based on 1 reviews ## Integrations [ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Twilio Flex](https://www.capterra.com/p/223888/Twilio-Flex/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent HS Harry S. Real estate broker Real Estate ### "San Jose mission just does not close the file/ loans , it in essence open the door ." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2026 Excellent service, prompt response, great f assistance from the entire team how would it much help the customer. Pros Supportive staff ,finding a solution to solve the issue, goes extra mile out of the box thinking to open the door for the customer . Cons Even though we are independent MLO’s it be great to have quarterly in house meetings . I know zoom has taken our lives easier and convent but to have quarterly or semi quarterly meetings will flourish new ideas . That is what the most i personally miss . Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.