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Build closer relationships with homeowners now and win the next transaction.

As an exclusive C.A.R. member benefit, agents now have the opportunity to offer personalized home management portals to every homeowner in their database. Be the trusted advisor for all things home, stay connected, and deliver value at every stage during the decade-long journey of homeownership. The result – forever clients.

Enable your Milestones account by signing in through the REALTOR® Secure Transaction dashboard.

Redefine your role as a trusted advisor and forever agent.

Gain a competitive edge in today’s market and nurture your clients with a customized, white-labeled portal that extends your brand to stay connected through the decade long journey of homeownership.

Hear what Tom Ferry has to say about forever agents. 👉

Help homeowners navigate every phase of owning a home, from upkeep to repairs to renovations - and everything in between.

Homeowner Benefits

✔ Secure, customized home management portal
✔ Home value report sent monthly from multiple AVM sources
✔ Estimated home equity and financial insights
✔ Home document storage
✔ Home improvement suggestions to increase their equity
✔ Maintenance task reminders
✔ Local trusted home service providers
✔ Home education articles and resources
✔ Search for nearby homes with MLS access

Agent Benefits

✔ Full white-labeling capabilities to extend your trusted  brand
✔ Homeowners Under Management dashboard
to manage homeowners in one centralized
platform and track their activity
✔ Purchase, Sales, and Move hubs to meet clients where
they are, if not currently owning a home
✔ Integrated move concierge, powered by Updater
✔ Customization of homeowner tasks
✔ Intelligent, automated emails (“nudges”) sent
from the agent to keep clients engaged
✔ Ability to add lender partners to hubs to increase referral  business

Keller Williams Lake Cities

“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.”

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.”

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.”

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.”

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.”

Access & Pricing

Client Hubs
Power Features
Unlimited Features
Custom Email Account Admin
Custom HTML Emails
Unlimited Consumer Uploads
Unlimited Consumer Hub Invites
Automated Invites via API
Custom Microsite
Pricing
Starter
free
Professional
$25 / mo.
easy & affordable
Team
Request a Quote
based on company size
Corporate
Request a Quote
based on company size
Q

Home ownership

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Move

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Home Purchase

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Home Sale

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Gmail & Outlook Connections

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Branded hubs & communications

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Activity history & alerts

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Personalized messaging

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Content customization

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Agent lender pairing

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CRM, TMS, and other integrations

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Support & training by humans

Gift your clients their first hub and get started today.

Have questions?
Contact Tony Rossell, Agent Growth Manager, at tonyrossell@milestones.ai or call him at 925.580.9212.