Generate more repeat and referral business by strengthening relationships
Stay connected and deliver meaningful value at scale by offering personalized client portals for every homeowner in your sphere.
Real Estate Challenges
❌ Homeownership is a continuous journey that involves various stages
that can be overwhelming and difficult to manage.
❌ Real estate agents are often seen as transaction facilitators, not as advisors who can assist beyond the transaction.
🚀 Deliver value beyond the sale by helping consumers navigate the complexities of homeownership through insights and resources at every stage.
🚀 Drive revenue and increase profits by bundling and cross-selling services strategically.
✔ 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
✔ 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
“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.”
“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.”
“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.”
“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.”