Automated engagement that’s built with your borrowers and agent partners in mind. 

Milestones provides loan officers fully white-labeled home management portals, specifically designed to foster continuous engagement with homeowners at every stage and build strong relationships with their agent partners to secure future business.

Guide borrowers through homeownership, and build trust to keep them coming back.

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

Loan Officer Benefits

✔ Full white-labeling capabilities to showcase your brand
✔ Homeowners Under Management dashboard
to manage homeowners in one centralized
platform and track their activity
✔ Homebuyer, Seller, 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
✔ Automated emails, branded to you, to stay top of mind and keep clients engaged
✔ Custom branded website to add unlimited agent partners to get access, expanding your reach and increasing your referral  business

Prosperity Home Mortgage

“Recognizing that staying top of mind is crucial for securing repeat business, Milestones provides an excellent opportunity to consistently engage with our clients and reinforce those valuable connections with a one-stop home management platform. The bonus of having my team and our partners prominently featured in the portals is the icing on the cake. It’s not just a product I endorse – I actively use my own hub, and I’m thoroughly impressed with it!”

Milestones Pro Pricing

Homeowner Hubs
Buyer Hubs
Move Hubs
Custom White-Labeled Hubs & Communications
Gmail & Outlook Connections
Client Activity History & Alerts
Personalized Messaging
Live Training & Support
Auto-invite up to 1,500 Clients at Setup*
Co-Brand Agent Partners on Client Hubs
Custom Branded Website & Coupon Code for Unlimited Agents to Create Accounts
Milestones Pro
$199 setup fee
$149 per month
$999 per Year (44% Savings)
Milestones Pro w/ Agent Offering
$249 setup fee
$199 per month
$1,299 per Year (46% Savings)

*more client invites available at an additional fee – talk to your sales rep for more details.

Gift your clients their first hub today.