MMI One - General Overview

MMI One is the all-in-one mortgage workspace designed to solve the core challenges facing mortgage professionals: unworked leads, idle databases, rising costs, and competitors who are closing your clients with sophisticated technology you can't match. 

Instead of juggling scattered tools across multiple platforms and spending hours on manual busywork, MMI One brings together real-time property data, AI-powered intelligence, automated monitoring, and compliant outreach campaigns into a single, unified dashboard. From the moment you log in, MMI One surfaces opportunities from your book of business, times your outreach for maximum impact, and empowers your team with the calling and automation tools needed to close more loans with less effort. 

Your MMI One Dashboard

When you log into MMI One, your dashboard provides instant visibility into your account, usage, and the integrated platforms that power your mortgage business:

User Profile Menu

Located at the top-right corner with your photo (optional), the user profile menu provides quick access to:
 

• Account Settings: Manage your profile, security, organization details, and billing
• User Management: Add team members and manage access
• Theme: Switch between light, dark, or system theme
• Log Out: Securely exit your session

Token Wallet

The Token Wallet displays your current token usage across three key metrics, giving you complete transparency into your account's capacity and consumption:

Personal Limit: Shows how many tokens you've used against your maximum personal allocation. If you're a team member, this limit is set by your team lead or account manager to ensure fair distribution across the organization.

Billing Profile Pool: Shows the total token balance remaining for your entire account, representing the collective pool available to all users on your billing profile.

The "Manage Tokens" button provides direct access to Billing Settings where team leads / account managers can purchase additional token subscriptions, adjust allocations, and configure auto-renewal settings.

My Products

The My Products section displays all service providers and platforms you have access to through your MMI One subscription. Each product tile includes:

Each product tile includes:

• Product name and icon
• Brief description of the platform's purpose
• "Enter" button to launch directly into that platform

Current Products Available:

• Data Center: Real-time property and market data with AI intelligence (ChatMMI) that powers your outreach and provides talking points for referral partner conversations
• MonitorBase: Compliant, automated monitoring of past clients with listing alerts, equity alerts, MI reduction notifications, and rate reduction opportunities (with optional credit alert upgrades)
• Bonzo: Daily workflows for loan officers, lead management, sales and marketing automation through Lead to Loan Journey and Opportunity Intelligence Alert Pipelines
• Content Studio: Create and customize campaigns for new loan products, realtor partnerships, and loan officer recruitment

Click "Enter" on any product tile to be transported directly to that platform while remaining within your unified MMI One workspace.

Account Settings

Accessible from the user profile menu, Account Settings provides comprehensive control over your profile, security, organization, and billing through a sidebar navigation with multiple tabs.

Profile Tab: Update your profile picture, personal information, and NMLS ID. You can also view when your NMLS information was last synced with official records.

Security Tab: Manage security settings including:

• Multi-factor authentication (MFA) enablement
• Password changes and expiration settings
• SAML single sign-on configuration
• MFA policy enforcement (account owner/main seat only)
• Password change reminders
• Active session monitoring showing login times, devices, and expiration dates

Note: Only Team Leads / Account Managers will have access to "Security Policy" and be able to enforce changes across the organization. 

Organization Tab: View and manage organizational details including:

• Active user count with option to add more seats (requires billing profile access)
• Organization logo upload
• Organization name and time zone
• Company NMLS ID
• Important: Adding seats requires account manager or team lead permissions and will redirect to billing to complete the purchase

Users Tab: Manage your team members with visibility into:

• Current organization members and total team count
• User status (active in MMI One or pending invite acceptance)
• Ability to send invites (limited to available seat count—you must purchase additional seats before inviting more users)
• Seat purchase option for expanding your team

Billing Tab: Comprehensive billing management including:

• Billing address (add or edit)
• Payment methods
• Subscription management
• Add-ons: Additional features available through Bonzo and other platforms with descriptions and pricing
• Token Subscriptions: Recurring monthly token packages that supplement the tokens included with your seat plan
• Total Monthly Payment: Clear breakdown showing seat plan cost plus token subscriptions and add-ons
• Token Balance: Real-time view of tokens remaining in your billing profile
• Token Cost Key: Reference guide showing costs for emails, SMS, enrichment, and other token-consuming actions
• Token Scaler: Enable auto-renewal to ensure uninterrupted service (can also be managed in Bonzo)
• Token Usage Graph: Visual representation of token consumption filtered by team members and actions, showing how tokens are used throughout the month
• Token Allocator: Distribute token pools to team members based on their needs and roles
• Invoices: Complete history of all invoices received for your account

Note: To learn more about Tokens and how they are used in Bonzo, click on the link below. 
Tokens: General Overview

Billing Profile Tab: Similar to the Billing tab but focused on managing limits for people in your profile, or invite more team members to your profile. 

• Current users/team members associated with your billing profile
• Users invited to the billing profile (pending acceptance)
• Ability to accept invites to join billing profiles
   

User Management

Accessible from both the user profile menu and the Organization tab in Account Settings, User Management provides a centralized location to view team members, send invites, and add seats. This is your primary hub for scaling your team within MMI One.


 

MMI One transforms scattered tools and manual processes into a cohesive, intelligent system that works for you around the clock, protecting your book of business while empowering you to close more loans with less effort.

To learn more about MMI One or request a demo visit: https://mmione.io/