The Milestone settings allow for you to make various configuration changes to your milestones, milestone templates, deadlines, and reminders.

Among these settings, you'll have access to email yourself a preview of your milestone.

Milestones are the important checkpoints in the life cycle of obtaining a loan. These are incredibly helpful for sending out updates to borrowers and third parties in a matter of seconds. The milestones are completely customizable with HTML.

Milestone changes apply to future loan flows.

From your team pipeline, navigate to Settings and select the Milestones tab:

Scroll down to Milestones and select the option to Manage Milestones:

Select the Preview Milestone icon towards the right of the milestone name:

You'll see a preview of the milestone template including subject line, milestone body, and email signature (if applicable):

Scroll down and select the option to Email Preview to Me:

Success! An email preview will be sent to the email address listed.