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Milestones isn’t a CRM. (But we ❤️ CRMs.)

Milestones isn’t a CRM. (But we ❤️ CRMs.)

Milestones isn’t a CRM. But in fairness, it’s easy to confuse us with one. CRMs are where professionals work. Portals are where clients interact. To win in today’s world, your company or team needs both. You already use portals You already use portals – to manage your...

Think Like A Wealth Manager

At Milestones we are dedicated to helping real estate and mortgage professionals break free from the transaction mindset. When you’re only focused on getting the next transaction, then it’s no wonder why clients and prospects only see you as a salesperson....
Staying Connected Post-Closing

Staying Connected Post-Closing

Nobody likes to feel like the relationship they built was transactional. It’s hard to stay connected when you’re always working in the present. The focus should always be on the relationship, not just the contract. When you provide nothing but continued value, why...
It’s Your List

It’s Your List

Forget about Angie’s List, your clients want your list! Provide the behind-the-scenes dream team that gives your clients critical help in taking care of their home. They can rest easy knowing your vendor list is trusted and vouched for. Provide the utmost value with...