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As we head into Q3, we are doubling down on one of our biggest priorities: the New UI.
We have been working on it consistently, and now we are ramping up efforts with more teams dedicated to moving it forward.
Our goal is to make OneHQ faster, easier to use and even more reliable.
More updates to come. Stay tuned.
Kyle Ginavan | CEO
Creating policies manually takes time, and the busy work adds up fast when you're inputting hundreds or even thousands of applications a month.
Automate the busy work.
With Application Feeds, policies are created automatically in OneHQ from your preferred application vendors. That means faster app submissions, fewer errors, and less time spent on manual tasks.
Automate the busy work.
With Application Feeds, policies are created automatically in OneHQ from your preferred application vendors. That means faster app submissions, fewer errors, and less time spent on manual tasks.
We are always adding and improving features to make OneHQ even more valuable for you. We're excited to tell you about these new improvements, and we hope you enjoy them as much as we do!
When selected, the schedule will not generate payouts. This is especially useful with the "% of Net" option, allowing you to create payments while holding back a specific percentage.
You can now issue payouts to Advisors, Firms, Users, and Companies even if they are not tied to a specific policy – ideal for bonuses, referral commissions, or other payments.
Admin Users can now filter the Blacklist to quickly find blocked, bounced, or other flagged emails, making it easier to troubleshoot email delivery issues. By default, you will see the first 20 "Blocked" addresses.
You can now create bands based on Sales Manager Ownership % so if a Sales Manager’s percentage falls within the range you set, the right commission schedule is applied automatically.
We have enhanced Campaign records with additional fields that align with industry standards, allowing you to capture more accurate, detailed, and useful information for reporting.
You are now able to add filters to webhooks, so actions run only when your specific criteria are met – enabling more precise and powerful workflows.
Coming Soon
We're excited to announce this important update coming soon to OneHQ! Stay tuned for the upcoming release.
Soon you will easily verify that payment amounts and counts match what you expect, making it easy to confirm you received the right number of payments and correct totals.
You will be able to create and share custom forms outside OneHQ to capture new records. Submitted data will flow into OneHQ for easy review and approval, no extra manual steps.
Designed to be dynamic, easy to use, and packed with helpful features, our user manual ensures you get the most out of our platform.