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 create a new 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.
How to Set Up
From your team pipeline, navigate to Settings and select the Milestones tab:
Scroll down to Milestones and select the option to Manage Milestones:
Scroll down and select the Add New Milestone button:
Enter a name for your milestone and select Save to confirm the change:
Note: You are limited to 15 milestones. If you already have 15 created, you will need to remove a milestone to be able to add a new one.
Success! Your new milestone will be available to send out to future borrowers.
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