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