Your private brokerage ‘SuperApp’

Increase capture rates for core & ancillary services, while delivering value to clients and prospects at every stage of the homeowner journey to drive repeat and referral business.

Complimentary Milestones Platform For All LeadingRE Members 

Get Milestones Compliments Of LeadingRE

Deliver Value For All Things Home

Help homeowners manage their largest asset and solve problems, and you’ll gain loyal clients and referrals.

  • Building relationships is expensive and takes time
  • 9 in 10 homeowners won’t transact next year
  • Only 1 in 5 will use the same agent or loan officer twice
  • Create a private portal for every past client or prospect
  • Increase revenue by ensuring your core services are front & center
  • Empower agents to stay connected with personalized, timely,  and relevant touchpoints

Give every client a homeowner portal

A central place for all things home

From closing documents to maintenance records, give homeowners a place to consolidate all things home-related.

Powerful resources to get stuff done

Help homeowners hire a plumber, refinance a mortgage, or turn their home into an Airbnb — and everything in between.

Your expertise is just a click away

Clients can call, chat, or email you directly from their home ownership hub.

Help homeowners manage their largest asset

Get home maintenance done

Create a home-specific maintenance calendar — then provide access to education, products, and pros to help get stuff done.

Fix stuff when it breaks

Help homeowners resolve issues quickly by dispatching problems to your trusted service pros.

Make home improvements

Estimate homeowner ROI for specific improvements and connect clients to recommended architects, engineers, and contractors.

Provide actionable financial insights

Track home value and equity

On a monthly basis, show clients changes to their home value and net worth.

Manage home expenses

Help clients budget for home-related expenses and plan ahead for maintenance and repairs.

Find ways to save

From lowering expenses to generating rental income, show clients how to make smart home finance decisions.

Embed financing and services

Push button, get financing

Embed financing options directly into hubs – including mortgage pre-approval, cash offers, and buy before you sell solutions.

Provide access to trusted partners

From home inspections to legal services to insurance, build transaction services directly into the homebuying journey.

Track referrals and maintain accountability

Collaborate with service providers, share relevant info, and track referral activity.

Stay connected with personalized communications

Stay top of mind

Automatically send personalized, timely, and relevant communications on a regular cadence.

Direct pathways back into the hub

Each message brings homeowners back into their portal to view content and engage.

Your branding on every touchpoint

Include your photo, logo, and contact info on every message.

Keep track of everything

View signals for future transactions

Get notified as homeowners view content, browse listings, start projects, and take dozens of other actions.

Track referrals to service pros

See who your clients enlist to get home projects done and make sure they’re happy with the results.

Send gentle reminders to re-engage

For anyone that hasn’t visited their hub in a while, remind them of the resources available inside.

Get the next home or loan

Facilitate a refinance or HELOC

Help homeowners know when to refinance their home and compare options.

Purchase a vacation home or rental property

Show clients how to leverage their current home equity to get another property.

Trade up/down to the next home

Guide homeowners to their next home based on their existing home equity, preferences, and budget.

Sell and move on

When the time is right, help clients exit their current home and move forward.

Streamline the move

Personalized hub

Your homeowner clients receive an Updater invitation that’s branded with your logo and sent to them at the perfect time.

Everything in one place

Moving can be messy but it doesn’t have to be.  Offer an all-in-one moving app that’s easy to use and helps your clients feel at home faster.

Expert moving support team

Provide built-in help for your clients with any moving-related questions they have. It’s the easiest move they’ll ever make.

Get closer to clients

Use Move Hubs to provide a more personal and engaging experience. Build a long-term relationship and direct clients to your preferred providers for referrals.

Compare Milestones Editions

As a LeadingRE member brokerage, you get access to a complimentary Milestones Starter Edition platform, including Home Ownership and Move Hubs. Our Professional Editional unlocks Transaction Hubs, as well as many additional customization features.

Milestones Starter Edition

Free to LeadingRE brokerage members and their agents

Complimentary Starter Edition Includes:

  • Home Ownership Hubs for all past clients
  • Move Hubs for all transacting clients
  • Promote core & ancillary services at scale
  • Track home value & equity in real-time
  • Home Services Provider marketplace
  • Cloud-based document storage
  • Built-in chat
  • Engage with homeowners through ongoing nudges
  • Homeowner education articles & videos
  • Home maintenance plans & tasks lists
  • Email & calendar sync with Google / Outlook
  • *Create complimentary accounts for all agents

*based on opt-in and terms agreement

Milestones Professional Edition

Unlock Transaction Hubs & All Features

Professional Includes Everything In Starter, Plus:

  • Premium white-labeled branding
  • Unlock Purchase and Sale Hubs
  • Homeowners Under Management Dashboard (Client Activity History & Engagement)
  • Customized messaging & content
  • Customized tasks & workflows
  • Agent-lender pairing
  • CRM & TMS integration
  • Unlimited homeowner input
  • Volume pricing for Teams & Brokerages

* Up to 75% off for LeadingRE member brokerages!!

“The one missing piece in the technology stack of all brokers is to deliver a collaboration platform that combines the real estate agent, loan officer, and title company together to serve the client during the buy-sell-transact and move process. Milestones wins, where transaction management solutions fail. We have had separate software applications to do each of these things, but now they have been synthesized into a single, elegant, and remarkable platform that customers love.”

Michael Hickman
CEO, Seven Gables Real Estate