Milestones
Capitalize on homeownership now and never lose another customer to your competition. Milestones can help.
Introducing the Forever Agent
What's in it for me?
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 customers with a customized, white-labeled portal to stay connected and deliver ongoing personalized value before, during, and after a transaction to gain forever customers.
Milestones offers home management portals (“hubs”) that fit your customer’s existing home situation.
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 customers 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 customers engaged
- Ability to add lender partners to hubs to increase referral business
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
Intro to Milestones for Your Homeowners and Customers
Frequently Asked Questions
For Homeowners, Buyers and Sellers: CLICK HERE
For Pros: CLICK HERE
BLOG
Blog: CLICK HERE
Support
Testimonials
“With Milestones, we’ve not only achieved the highest adoption rate among all of the systems we’ve implemented, but we’ve also witnessed the incredible impact it has on our client’s satisfaction and our business growth. Out of 333 homeownership hub invitations we sent to clients, 253 were accepted, resulting in 6 requests for home valuations and 2 listings. If you’re serious about retaining your clients while also saving time, you need Milestones.”
Seth Mills
Team Leader, Keller Williams Lake Cities
July 15, 2023
“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.”
Gary Ashton
CEO, Ashton Real Estate Group of RE/MAX Advantage
September 18, 2023
“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.”
Lynne Gewant
PA, Broker Associate, Team Leader
Coldwell Banker Realty Delray Beach
“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.”
Michael Hogan
Virginia Licensed REALTOR®, The Hogan Group
Fast Access
- Go to MiamiRealtors.com & click on the MIAMI Gateway or CLICK HERE
- Log in using MLS ID and password
- Click on the Milestones icon.