InstaMortgage is First to Launch Milestones Homeownership Portals for Client Enrichment

2022年09月27日21:30

Launch Follows Series A Investment in Milestones

Dustin Gray

Milestones CEO Dustin Gray.
Milestones CEO Dustin Gray.
Milestones CEO Dustin Gray.

Dustin Gray

Dustin Gray Milestones CEO
Dustin Gray Milestones CEO
Dustin Gray Milestones CEO

Jim Black

InstaMortgage Chief Lending Officer Jim Black.
InstaMortgage Chief Lending Officer Jim Black.
InstaMortgage Chief Lending Officer Jim Black.

Jim Black

Chief Lending Officer for InstaMortgage, Jim Black
Chief Lending Officer for InstaMortgage, Jim Black
Chief Lending Officer for InstaMortgage, Jim Black

InstaMortgage

InstaMortgage
InstaMortgage
InstaMortgage

AUSTIN, Texas, Sept. 27, 2022 (GLOBE NEWSWIRE) -- Milestones (milestones.ai), the all-in-one homeowner portal making it easier for consumers to buy, move, sell, manage and access mortgage services for their home, is pleased to announce their partnership with InstaMortgage, a tech-driven mortgage lender licensed in 27 states. The launch follows a Series A investment made in Milestones, which closed earlier this year. InstaMortgage will help consumers understand the value of their property and all of the financial scenarios for refinancing and home equity borrowing.

Milestones is the first technology firm to deliver a homeownership portal similar to consumer offerings in healthcare, personal finance, and education. Milestones monitors the value of your home, provides search for homes for sale, and manages the selling process and the mortgage process. Milestones client portals will be made available to consumers at no cost through InstaMortgage. “The one tool that I have always needed but never had available,” says Jim Black, Chief Lending Officer of InstaMortgage. This is another lending solution from InstaMortgage that differentiates the company and provides a radically different mortgage experience for savvy consumers.

This partnership is the first of its kind and further solidifies InstaMortgage’s position as a technology-driven mortgage company with a specialty in first time home buyers, move up buyers, and trade-in mortgages. “More than ever, it is critical for mortgage companies to identify opportunities for engaging their existing and prospective customers in new, creative ways,” says Black. Through Milestones, loan officers will be able to invite clients into web-based homeownership hubs to manage home maintenance, view home value, monitor home sales in their area, search for property, and even identify mortgage refinance, trade-in, or HELOC options.

The most significant benefit to consumers is having the support of their loan officer in managing the financial position of homeownership between transactions. “Most loan officers disappear when the ink is dry on the loan,” says Dustin Gray, Milestones Founder and CEO. “Having the loan officer available to answer financial questions throughout the homeownership life cycle is critical to driving repeat client business, and providing tools that support recruiting and retaining great loan officers.”

Video featuring InstaMortgage Chief Lending Officer Jim Black discussing Milestones.

Video featuring an introduction to Milestones by CEO, Dustin Gray.

About Milestones

Milestones is a customer-for-life experience platform for buying, selling, and managing home ownership - provided to consumers by professionals in real estate, mortgage, insurance, and title. The integrated and open platform creates private personalized client portals where agents can stay connected, educate, and create value at every stage of the homeowner journey.

Learn more at Milestones.ai.

About InstaMortgage

InstaMortgage aims to provide a radically different mortgage experience to its clients across 27 states. By combining their superior technology with expert advice, excellent customer service, and competitive rates they deliver mortgage options that are tailored to each client's unique financial situation. The company has been named to the Inc 500 list of fastest-growing private companies in America and recognized by multiple industry publications as one of the best places to work. InstaMortgage Inc, NMLS 1035734

For more information, please visit InstaMorgage.com

Media Contacts:

Monika Sollee | Milestones

951-249-6386 monika@wavgroup.com

Alyson Austin | InstaMortgage

949-403-0484 alyson@gaffneyaustin.com

Photos accompanying this announcement are available at

https://www.globenewswire.com/NewsRoom/AttachmentNg/97a21dca-bd5f-4e66-a093-96b093c7b930

https://www.globenewswire.com/NewsRoom/AttachmentNg/749af01b-b430-4e70-bc83-9b5e7be7d697

https://www.globenewswire.com/NewsRoom/AttachmentNg/6cd4084c-142b-4e4a-b7a4-4e5af44387a2

https://www.globenewswire.com/NewsRoom/AttachmentNg/36eccd92-6d24-4c1c-ae52-e006c503bb8a

https://www.globenewswire.com/NewsRoom/AttachmentNg/bac51a6f-74e1-44ee-8341-028e2a1615eb

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