Milestones

Exceptional service doesn’t stop with an accepted offer. The loan process can seem tedious and lengthy to your buyers. Set their minds at ease by providing them with a road map to guide them through underwriting. Show them what they can expect and both your lives will get a lot easier.

With one glance at the Milestones tab or the “Own Your Home” Thermometer, buyers can know exactly where they stand in the loan process. Better understanding leads to less fear and apprehension, which means fewer phone calls for you during underwriting, and rave reviews after closing.

  • One click status updates to the borrower, realtors and anyone else in the transaction.
  • Send email, Push notification, Text Messages and even drop a ring-less voicemail onto your clients cell phone!
  • Automate milestone status updates through integrations with your LOS or CRM
  • Customize the milestones, the milestone emails, texts and the VM messages.

 

Watch this Video to learn more!