Floify

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

Enable Automatic Milestone Sync to MeridianLink Mortgage

Enable Automatic Milestone Sync to Byte

Create and Edit Team Milestone Sets

Set Deadline Notice Blackout Dates and Days

Edit My Automatic Deadline Notice Reminder Cadence

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

Team-Level Automatic Milestone Sync to the LOS

Using Merge Fields, Conditional Merge Fields, and Lists in Milestone Templates

Email Me a Preview of My Milestone

Edit My Milestone Email Template

Delete My Milestone

Edit My Milestone Name

Preview My Milestone

Reorder My Milestones

Set A Default Deadline Date

Create a New Milestone

Foster Siebken

Milestones

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