Rocket to shut down origination channel for real estate and insurance agents

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Milestones provides lending professionals with fully white-labeled home management portals, specifically designed to build and maintain relationships with both their clients and agent partners. Statistically, 80% of Milestones consumers do not go back to their mortgage professional. The primary reason is that lenders dismiss the personal connection after the first transaction. Milestones portals (“hubs”) connect mortgage professionals to each of their clients by offering an all-inclusive experience including home value and equity monitoring, home maintenance reminders and how-to articles, cloud-based document storage, one-click access to hire professionals for various projects around the home and much more. These portals not only increase client engagement but also build trust and keep their clients coming back when they are ready for a new loan.

Milestones sees an average open rate of 80% on hub invitation emails sent from real estate professionals to consumers, with some clients as high as 90% and the company was on track to auto-engage more than 1 million homeowners by the end of Q4 2023 on behalf of its customers, a number forecast to steeply increase quarter over quarter.

Milestones has helped real estate brokerages increase capture rates to their mortgage and title partners by an average of 40% and, on average, saves lenders $200 per loan officer on tech spend.

In Q3-Q4 2023, Milestones launched multiple real estate teams and brokerages, mortgage companies and two of the top five title companies.

Company Website:

Markets Served:

Loan Origination, Servicing, Secondary, Appraisal / Valuation, Title and Closing

Company HQ:

Austin, TX

3d rendering of a row of luxury townhouses along a street

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