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Capitalize on homeownership now and never lose another client to your competition.

Milestones can help.

Milestones offers secure, personalized home management portals to agents, specifically designed for agents to engage consumers at every stage of the decade-long journey of homeownership – from buying, selling, moving, and managing a home.

Be the Forever Agent

Nurture your clients with a customized, white-labeled portal to stay connected and deliver ongoing personalized value before, during, and after a transaction to gain forever clients.

Milestones offers home management portals (”hubs”) that fit your client’s existing home situation.

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

Gift your clients their first hub and get started today.

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