Milestones Announces Mortgage Advisory Board

Milestones Announces Mortgage Advisory Board

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...
Milestones Featured On RealTrends Podcast

Milestones Featured On RealTrends Podcast

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...
Simon Chen Joins Milestones As Strategic Advisor

Simon Chen Joins Milestones As Strategic Advisor

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...
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...
Milestones Pivot To Homeownership

Milestones Pivot To Homeownership

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...

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...
Always Provide Value

Always Provide Value

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...
The Trusted Real Estate Advisor

The Trusted Real Estate Advisor

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...
One-Stop Shop

One-Stop Shop

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....
Personalized Communications

Personalized Communications

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...
Your Own Private Client SuperApp

Your Own Private Client SuperApp

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....
Home Maintenance

Home Maintenance

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...
How to keep your clients from going elsewhere

How to keep your clients from going elsewhere

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,...