Edit My Milestone Name

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 edit your milestone's name.

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:

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

Update the name of the milestone and select Save to confirm the changes:

Note: If milestone syncing is enabled, this can also be adjusted here.

Success! The milestone name will be updated for future borrowers.