by Shannon Baldwin | Oct 13, 2023 | Mortgage, Press
AUSTIN, Tex. – Oct. 13, 2023 – Milestones, the all-in-one home management solution specifically designed for consumers to buy, move, own, sell, manage, and access mortgage services for their home seamlessly in one centralized portal, has announced its strategic... 
by Shannon Baldwin | Oct 3, 2023 | Brokerage, MLS, Mortgage, Press
AUSTIN, Tex. – Oct. 3, 2023 – Milestones, the all-in-one home management solution specifically designed for consumers to buy, move, own, sell, manage and access mortgage services for their home seamlessly in one centralized portal, has announced that industry... 
by Shannon Baldwin | Aug 1, 2023 | Brokerage, Mortgage, Press
AUSTIN, Tex. – August 1, 2023 – Milestones, the all-in-one home management solution specifically designed for consumers to buy, move, own, sell, manage, and access mortgage services for their home seamlessly in one centralized portal, is thrilled to announce that... 
by Shannon Baldwin | Jul 12, 2023 | Brokerage, Mortgage, Press
Milestones Shannon Baldwin and Rivers Pearce Shine as Marketing Leaders: HousingWire 2023 Honors Awarded AUSTIN, Tex. – July 12, 2023 – Milestones Labs (Milestones), the all-in-one homeowner portal making it easier for consumers to buy, move, own, sell,... 
by Rivers Pearce | Jun 14, 2023 | Mortgage, Podcasts
Milestones CEO Dustin Gray was a recent featured guest on the FinTech Hunting Podcast with Michael Hammond. Tune in to hear Michael and Dustin discuss: Introduction of Dustin Gray, CEO and co-founder of Milestones Labs, a technology evangelist and industry thought... 
by Rivers Pearce | Jun 4, 2023 | Big Theme, Brokerage, Mortgage
June 1st kicked off National Homeownership Month: a time dedicated to recognizing and promoting the value and significance of homeownership in the United States. It serves as an opportunity to highlight the benefits of owning a home and to encourage individuals and... 
by Rivers Pearce | May 23, 2023 | Mortgage, Podcasts
Milestones CRO, Ashley Terrell, is the featured guest on the Know Before You Owe podcast with Jim Black from Revest Homes. Tune in to hear Ashley and Jim discuss: Her journey from high-end food & bev to the world of real estate and mortgage technology leader How... 
by Rivers Pearce | May 4, 2023 | Big Theme, Brokerage, MLS, Mortgage, Press
We are excited to announce that we have taken our partnership with Plunk to the next level by integrating even further to offer Plunk Remodel Value and Project Recommendations! This collaboration aims to help homeowners unlock the untapped potential of their... 
by Rivers Pearce | May 4, 2023 | MLS, Press
We are excited to announce that the MIAMI Association of Realtors (MIAMI) has partnered with Milestones to offer its 60,000 members access to our award-winning homeowner management platform! MIAMI members will now be able to provide their clients and homeowners with a... by Rivers Pearce | Apr 24, 2023 | Big Theme, Brokerage, Mortgage
At Milestones, we are obsessed with the homeowner experience. Knowing that the typical person lives in their home an average of 7 years, that’s 7 years of opportunity to provide value and solve problems. This in turn creates immense trust. When people trust... 
by Rivers Pearce | Apr 14, 2023 | Mortgage, Press
Milestones CEO Dustin Gray was featured in a recent conversation with HousingWire on cultivating stronger borrower-lender relationships. Dustin provides his thoughts on the following: 🤝 How The Current Market Affects Lender-Customer Relationships From our perspective,... 
by Rivers Pearce | Apr 4, 2023 | Mortgage, Podcasts
Milestones CRO, Ashley Terrell, is the featured guest on today’s Chrisman Commentary – Daily Mortgage News podcast. Tune in to hear Ashley and Robbie Chrisman discuss: How Milestones helps homeowners manage their home over the long-term (and day-to-day)... 
by Rivers Pearce | Mar 31, 2023 | Big Theme, Podcasts
Milestones Chief Marketing Officer, Rivers Pearce, was the featured guest on The Customer Experience Podcast, a leading podcast focused on how to create world-class customer experiences. Host Ethan Beute and Rivers discussed a wide range of topics including: How the... 
by Rivers Pearce | Mar 27, 2023 | Big Theme, Brokerage, Mortgage
Homeownership is often seen as a marker of success and stability. However, according to a report by Real Estate Witch, 90% of homeowners surveyed underestimated the cost of homeownership, including maintenance and repairs. The report highlights that many homeowners do... 
by Rivers Pearce | Mar 20, 2023 | Mortgage, Podcasts
Milestones Chief Revenue Officer, Ashley Terrell, was the featured guest of this week’s episode of Ten Minute Talks from HousingWire. Tune in as she talks with HW Media’s Chief Operating Officer Diego Sanchez about: Overview of the Milestones platform and... 
by Rivers Pearce | Mar 14, 2023 | Brokerage, Press
It’s a big week here at Milestones, as we couldn’t be more thrilled to welcome RE/MAX Results as our newest client! This powerhouse firm sees 28,000 units closed per year, with an average of 24 closings per agent (the nearest competitor is at 12 per... 
by Rivers Pearce | Mar 1, 2023 | Brokerage, Mortgage, Press
We are excited to announce that Milestones has been named to the 2023 HousingWire Tech100 list for Real Estate. The Tech100 list recognizes the most innovative and impactful companies in the real estate and mortgage industries. Milestones’ inclusion in the... 
by Rivers Pearce | Feb 21, 2023 | Big Theme, Brokerage, Press
WAV Group recently published a cutting edge white paper on a topic near and dear to our hearts here at Milestones: homeowners under management. In summary, they discuss how the real estate industry is on the brink of a major shift, with the emergence of homeownership... 
by Rivers Pearce | Feb 13, 2023 | Big Theme, Brokerage
Milestones Chief Revenue Officer, Ashley Terrell, was a featured panelist on the latest webinar from the Broker Resource Network. She was joined by Milestones advisor, Mark McLaughlin, as well as Seven Gables Real Estate CEO Michael Hickman (a Milestones client), and... 
by Rivers Pearce | Feb 6, 2023 | Mortgage, Podcasts
Milestones CRO, Ashley Terrell, and CMO, Rivers Pearce, were the featured guests on the latest episode of The Walk Podcast with host Eric Levin, from Model Match. Listen in as they discuss everything from Red Mohawks, to Show Jumping, to how mortgage professionals... 
by Rivers Pearce | Feb 2, 2023 | Brokerage, Press
Milestones is thrilled to announce that members of its leadership team have been named to this year’s prestigious RISMedia Real Estate Newsmaker list! CEO, Dustin Gray, was selected as an industry Trailblazer, described as: Those contributing to moving the... 
by Rivers Pearce | Jan 31, 2023 | Mortgage, Podcasts
Milestones CEO, Dustin Gray, is the featured guest on today’s Chrisman Commentary – Daily Mortgage News podcast. Tune in to hear Dustin and Robbie Chrisman discuss: How Milestones helps mortgage professionals create repeat & referral business How... 
by Rivers Pearce | Jan 26, 2023 | Brokerage, Podcasts
Turn Your Clients into Lifelong Fans – with Rivers Pearce of Milestones Milestones CMO, Rivers Pearce was the featured guest on the latest episode of Listing Bits. He sat down with longtime real estate industry expert (and sometimes industry pot-stirrer 😂 ) Greg... 
by Rivers Pearce | Jan 13, 2023 | Press
At Milestones, we are obsessed with the customer experience. Real estate transactions, while exciting, are almost never smooth and easy. They can be scary, unpredictable, or at the very least, nerve-wracking. Due to the large amounts of money involved, they are also... 
by Rivers Pearce | Jan 4, 2023 | Brokerage, Mortgage
There’s an age-old saying that it’s easier (and cheaper) to keep the customers you’ve already earned than to find new ones. So why is it that real estate and mortgage professionals are so obsessed with generating new leads? Yes, it’s important to always have a fresh... by Rivers Pearce | Dec 9, 2022 | Brokerage, Press
Milestones CRO Featured On T3 Sixty LinkedIn Live Our Chief Revenue Officer, Ashley Terrell, joined the team at T3 Sixty this week to discuss how forward-thinking brokerages are focusing their efforts on improving the client experience to increase repeat and referral... 
by Rivers Pearce | Dec 8, 2022 | Press
What a year it has been for us here at Milestones! In just a matter of months, we closed our Series A, came out of stealth mode, and rapidly scaled our product to 250,000 real estate agents and loan officers. Since we have been so blessed, we wanted to give back to... 
by Rivers Pearce | Dec 2, 2022 | Mortgage, Podcasts, Press
How Milestones Helps Mortgage Providers In Non-Transactional Times There’s little doubt that real estate transactions are going to see a slowdown in 2023, with some estimates predicting as much as a 30-40% drop year over year. This is going to be especially... 
by Rivers Pearce | Nov 15, 2022 | Big Theme, Mortgage
Mortgage Needs A Long-Term Strategy For Non-Transactional Times Let’s do the math:Typically there are 5-6M real estate transactions in a given year.Current forecasts are estimating that transaction volume could be down 30-40% in 2023.So we’re looking at 3.5-4M... 
by Rivers Pearce | Nov 7, 2022 | Press
There’s little argument that the last couple of years have been good for real estate brokerages and mortgage providers. But how quickly things can change. The majority of existing homeowners are now locked into low mortgage rates, hesitant to consider listing their... 
by Rivers Pearce | Oct 13, 2022 | Press
Leading Real Estate Companies of the World® has announced that it has selected Milestones to join its prestigious Solutions Group program, a collection of preferred business resources for the global network of 550 real estate firms. The opportunity to bring Milestones... 
by Rivers Pearce | Sep 27, 2022 | Press
InstaMortgage is First to Launch Milestones Homeownership Portals for Client Enrichment AUSTIN, TX (Sept. 27, 2022) – Milestones (milestones.ai), the all-in-one homeowner portal making it easier for consumers to buy, move, sell, manage and access mortgage services for... 
by Rivers Pearce | Sep 21, 2022 | Press
CALIFORNIA ASSOCIATION OF REALTORSⓇ to Offer Milestones as Member Benefit LOS ANGELES (Sept. 22, 2022) – Milestones (milestones.ai), the all-in-one homeowner portal making it easier for consumers to buy, move, sell, and manage their home, is pleased to announce that... 
by Rivers Pearce | Aug 31, 2022 | Press
Milestones Announces Mortgage Advisory Board Milestones is on a mission to help consumers navigate all facets of their homeownership journey. We do this via close partnerships with the industry professionals who walk hand-in-hand with their clients through all of the... 
by Rivers Pearce | Aug 23, 2022 | Podcasts, Press
Break Free From The Transaction Mindset Milestones CEO, Dustin Gray, and CMO, Rivers Pearce, were both recently featured on the RealTrending podcast. The conversation focused on how today’s real estate professionals need to break free from the transactional... 
by Simon Chen | Aug 8, 2022 | Press
Happy House, Happy Spouse You know that old saying, “Happy wife, happy life?” Well, I joined Milestones to make my wife happy. Let me explain. When we were shopping in late 2020 for a house with a bit more space and amenities to make quarantining with two... 
by Rivers Pearce | Aug 1, 2022 | Uncategorized
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... 
by Dustin Gray | Aug 1, 2022 | Uncategorized
What if Zillow, Slack, and TurboTax had a baby? In other words, what if a portal for buying & selling homes was combined with a really smooth system for collaborating among the parties involved in the transaction, and the guided consumer experience was truly as... by Rivers Pearce | Jul 29, 2022 | Big Theme
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.... 
by Rivers Pearce | Jul 28, 2022 | Press
AUSTIN, Tex. – July 28, 2022 – Milestones (milestones.ai), the all-in-one homeowner portal making it easier for consumers to buy, move, sell, and manage their home, raised $10.3 million in Series A funding. Updater, the national leader in moving technology, led the... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
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... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
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... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
There is a rebrand from salesperson to consultant in the industry. Clients need someone who is going to have all the answers when it comes to their home, especially after close of escrow. Be their trusted advisor that can help them with anything from finding a plumber... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
The relationship between a real estate professional and a client has shifted over time. Instead of always asking if they are ready to buy or sell, there are expectations to educate and guide clients throughout their entire homeowner journey. You can’t automate a... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
How many systems and tools do you have to log into every day to do your job? It’s inefficient and not easy to have multiple systems that don’t talk to each other. Envision your CRM, documents, vendors, resources, and all the sticky-notes you collect in one place.... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
No one likes receiving mass emails that aren’t relevant to them. It’s all about the relationship and creating those personal moments that people will remember. Build trust and loyalty by seeing clients as individuals, evaluating what’s valuable to them, and being... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
How are you and your clients storing and sharing documents, vendors, and resources? All of these components can easily get lost in the shuffle of emails and paperwork. Imagine one app where everything related to their home is stored and is easily accessible instantly.... 
by Rivers Pearce | Jul 19, 2022 | Big Theme
The job doesn’t stop at the end of the transaction, in fact that’s when the real work actually begins. Maintaining a property is a year-round responsibility, and most homeowners simply aren’t aware of how many things around their home need to be cared for and can also... 
by Dustin Gray | Jan 6, 2021 | Uncategorized
Real estate information is everywhere About two decades ago, the Multiple Listing Service™ and IDX leveled the playing field for real estate content. With the same listings available to consumers on thousands of public-facing websites — alongside info about schools,... 
by Dustin Gray | Jan 6, 2021 | Uncategorized
During Super Bowl LV, Rocket Mortgage released a series of humorous commercials with a memorable brand promise: certain is better. While some real estate agents and homebuyers may question the validity of Rocket’s promise, it speaks to the effort by the nation’s... 
by Dustin Gray | Jan 6, 2021 | Uncategorized
Suppose that you run a large real estate brokerage with thousands of agents. To attract and retain talent in the face of increased competition, you keep improving agent compensation — in spite of your overhead remaining the same. To keep clients from getting lured to... 
by Dustin Gray | Jan 6, 2021 | Uncategorized
Why your broker and agent websites aren’t enough anymore Pretty much every real estate brokerage and individual agent has a website. Most have roughly the same format: listings, agent bios, community info, home value estimates, and so on. Usually there’s a... 
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