Turn leads & transactions into Forever Clients

Stay connected and deliver personalized service at every step of the homeowner journey.

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Home finances

Optimize mortgages, home budgets, and rental income

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Home management

Provide customized plans for every home.

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On-demand help

Recommend trusted pros to get stuff done

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Life events

Help clients adapt their home or get a new one.

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Local resources

Share your vast market knowledge with clients.

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Home value & equity

Tell clients when nearby homes list & sell

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Next home or loan

Be there when your clients are ready to transact.

Real Estate Professionals

Deliver value to homeowners, strengthen your referral network, and increase repeat business.

Mortgage Lenders

Stay connected to homeowners, strengthen relationships with agents, and win the next loan.

Title & Escrow Companies

Strengthen collaboration with clients and deliver an amazing post-close experience.

Associations & MLS

Empower real estate professionals to build deeper relationships with homeowners.

Ashton Real Estate Group of RE/MAX Advantage

“At the Ashton Real Estate Group of RE/MAX Advantage, I take pride in leading a team of over 180 agents and holding the #1 spot for five consecutive years. But what truly sets us apart is our unwavering commitment to our clients and the genuine connections we build with them. That’s why we have chosen Milestones, the leading homeowner management solution, to ensure we remain the go-to advisors for every stage of real estate and keep our clients at the heart of our real estate ecosphere.”

Better Homes and Gardens Real Estate

“Integrating Milestones into our current tech stack will streamline every aspect of our client interactions and property transactions, allowing us to provide an unparalleled level of service to our clients. Milestones is more than just software – it’s a game-changing solution that will turn each client’s journey from transactional to relational, and provide a truly exceptional concierge experience.”

The Hogan Group

“In a world where the perspective of lead generation evolves from transactional to the lifetime value of a customer, our vendors must evolve too. I’ve been searching for a partner to help us better understand the habits of past clients and unconverted leads in our massive database, and Milestones is the game-changing solution we have been searching for. Their commitment to nurturing long-term client relationships sets them apart, and I’m excited to see how they continue to redefine success in lead generation.”

HomeSmart Legacy

“Milestones revolutionized my real estate business by prioritizing the sphere of influence. Recognizing that 82% of home sales come from existing relationships, Milestones offers a platform that nurtures connections, saving resources and boosting conversion rates. Its automation and analytics enhance my workflow, making it indispensable for any real estate professional looking to maximize their sphere of influence.”

Weichart, Realtors - Courtney Valleywide

“Having explored various client and homeowner database follow-up systems, Milestones stands out as the platform of choice. The extensive services they provide for clients are crucial in engaging them early and often. I highly recommend letting Milestones be the catalyst to amplify your investment by 10x or 100x!”

RE/MAX Results

“Milestones is something we’re very excited about and we’re seeing similar excitement from our agents. In the few months since launching, we are at the same rate of agent adoption as five years with a similar system. We all want to stay in front of clients long-term and the Milestones method of offering tangible, valuable touch points with clients in an automated way is such an easy win.”

Coldwell Banker Realty Delray Beach

“In real estate today, it is crucial to keep all of your past and future client contacts in one place, while creating touch points for every real estate need they may have. Milestones has done just that – they have created a forever client system that is automated and keeps my entire portfolio focused on their homebuying or homeownership journey. Most importantly, their solution keeps me top of mind 24 hours a day, 7 days a week.”

Buy. Move. Own. Sell. (repeat)

The homeowner journey takes a decade.
Gain fiercely loyal clients by delivering value every step of the way.

Empowering real estate advisors

It’s time to redefine your role as an advisor — helping clients navigate home ownership from lead to close, and beyond.

Homeowners Under Management

Create client portals to stay connected and deliver personalized service — regardless of whether they’re buying, moving, owning, or selling.

Professional Network

From home inspectors to handymen to HVAC repair, help clients get stuff done around the home. Embed your partners and facilitate great service, at every stage.

Repeat & Referral Business

The payoff from staying connected and helping clients solve problems: repeat business from raving fans that tell their friends.

Dig Deeper

Always Provide Value
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Always Provide Value
Home Maintenance
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Home Maintenance
Your Own Client SuperApp
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Your Own Client SuperApp
Personalized Communications
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Personalized Communications
One-Stop Shop
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One-Stop Shop
The Trusted Real Estate Advisor
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The Trusted Real Estate Advisor
Your List
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Your List
Staying Connected Post-Closing
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Staying Connected Post-Closing

See it in action

Get a demo, then test drive Milestones for your business.

See it in action

Get a demo, then test drive Milestones for your business.

See it in action

Get a demo, then test drive Milestones for your business.