⚡ Transaction Automation Engine

Every deal has 21 moments
that change everything.
Milestone emails all of them — automatically.

From the moment a listing goes live to the 1-year anniversary email that generates referrals — Milestone fires the right message at the exact right moment, every time.

Listed
Contract
Inspect
Appraise
CTC
Closed
Anniversary

TRANSACTION TIMELINE — MILESTONE FIRES AT EVERY NODE

21
Auto-triggered emails per deal
6.2h
Saved per week per agent
3.4×
Reply rate vs manual follow-up
ROI CALCULATOR

Before we ask for anything,
see exactly what you're leaving on the table.

Input your current numbers. Milestone renders what automation actually means for your book.

YOUR CURRENT NUMBERS

8
130
22%
5%60%

Industry avg: Agents with 8+ active deals spend ~6 hours/week on manual email follow-up. Milestone automates 100% of milestone-triggered touchpoints.

YOUR MILESTONE PROJECTION

NO CREDIT CARD · LIVE IN UNDER 5 MINUTES

FEATURE COMPARISON

Milestone vs. how everyone else
is doing it wrong.

12 dimensions. One clear winner. See exactly why copy-paste from a Google Doc is costing you deals.

CAPABILITY
Manual
Basic CRM Drip
RECOMMENDEDMilestone
CORE ENGINE
Trigger precision
Agent remembers (or forgets)
Time-based drip only
Fires on exact transaction event
Listing-live email
PARTIAL
Auto-sent within 2 min of MLS publish
Inspection result follow-up
Contextual email with report summary
Appraisal outcome messaging
Low / at / above value variants
Clear-to-close notification
Manually drafted each time
PARTIAL
Auto with closing checklist attached
PERSONALIZATION
Closing day message
Sometimes
Generic template
Address, agent name, exact close time
Personalization depth
High (but 100% manual)
Merge tags only
MLS data + transaction context + history
RETENTION
1-year anniversary email
Auto-sent with appreciation estimate
Referral re-engagement
12-month cadence, never expires
COMPLIANCE
Compliance audit trail
Full send log, timestamps, delivery proof
MLS market integration
N/A
PARTIAL
Native connector, 400+ markets
SCALE
Team / brokerage dashboard
PARTIAL
Per-agent performance + compliance view

12 out of 12. Every row. Every deal.

No credit card. No migration headache. Live inside your first 5 minutes.

400+
MLS Markets Connected
2.1M
Emails Fired in 2025
47%
Avg Open Rate (industry: 21%)
6.2h
Saved Per Agent Per Week
AGENT RESULTS

Agents who stopped drowning
in 14 active deals.

22 deals · 0 manual emails

I closed 22 deals last quarter and sent zero manual follow-up emails. Milestone handled every single touchpoint. My clients think I'm incredibly attentive.

DK
Danielle Kowalski
Solo Agent · Chicago, IL
$34K recovered in 90 days

We recovered 4 referrals in the first 90 days just from the anniversary automation. That's $34,000 in commission we would have left on the table.

MO
Marcus Oyelaran
Team Lead, 9 agents · Atlanta, GA
Full audit trail, zero gaps

Our compliance auditor asked how we track client communication. I showed them Milestone's audit log. She said it was the cleanest documentation she'd seen in 12 years.

PN
Priya Nambiar
Managing Broker · Austin, TX
LIVE DEMO

Watch the dominoes fall
on a real transaction.

One deal. Five milestone triggers. Every email fired automatically, in context, on time.

FREE TO START

10 free transactions.
No card. No catch.

Run your first 10 deals through Milestone completely free. See exactly how much you were leaving on the table.

NO CREDIT CARD · NO MIGRATION · LIVE IN 5 MINUTES

Need to see it first? Watch it run on a sample deal →

✓ SOC 2 Type II Certified✓ RESPA Compliant✓ 400+ MLS Markets✓ Cancel anytime