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Streamline Your Mortgage Office

New improvements to milestones!

Now you have more flexibility when sending out your milestone email updates!

milestone improvements


Decide how you want people to receive your email milestones.

We’ve implemented flexible email delivery options so that you can now choose to carbon copy or even blind carbon copy specific milestone recipients.

Milestone Checkoff Date

Let your clients know exactly when a specific milestone was achieved by including a milestone checkoff date!  (or leave it blank – it’s up to you!)

milestone bubble hover

The date will appear in milestone emails, as well as if you hover over the milestone bubbles at the top of your loan dashboard.

Uncheck Milestone

Sometimes things change. With that in mind, you can now uncheck a milestone that had already been marked off!