Reorder My Milestones

Overview

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 reorder your milestones.

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:

All your milestones will be listed here. Drag and drop the milestone to reorder the way they appear:

Success! Your milestones will now appear in the order listed for future borrowers.