Milestones

Introduction

This tutorial will guide you through the milestones feature in Broker Plus, a comprehensive CRM designed for the mortgage industry by PreApp 1003. Understanding how to utilize milestones effectively can enhance your workflow, improve client communication, and streamline the loan origination process.

Step 1: Accessing the Milestones Feature

• Log into Broker Plus: Start by accessing your Broker Plus account with your credentials.
• Navigate to the CRM Dashboard: Once logged in, find the CRM dashboard which is the central hub for all your activities.
• Locate the Milestones Section: Look for the milestones feature, often represented as a separate tab or section within the dashboard.

Step 2: Understanding Milestones

• Definition of Milestones: Milestones are key points in the loan process that help track progress and manage tasks effectively.
• Importance: They provide a clear view of where each client stands in their loan journey, helping to improve customer service and ensure timely follow-ups.

Step 3: Setting Up Milestones

• Choose a Loan Application: Select the specific loan application you want to manage.
• Add Milestones:
  • Click on the option to add a milestone.
  • Enter relevant details such as the milestone name, description, and deadline.
• Assign Responsibilities: Designate team members responsible for each milestone to ensure accountability.

Step 4: Tracking Milestone Progress

• Monitor Status: Regularly check the status of each milestone to stay updated on progress.
• Utilize Notifications: Enable notifications for milestone deadlines to remind you and your team of upcoming tasks.

Step 5: Communicating with Clients

• Client Updates: Use the milestones to provide updates to clients regarding their loan application status.
• Feedback Requests: After reaching significant milestones, consider reaching out for client feedback to enhance service quality.

Step 6: Adjusting Milestones as Needed

• Review and Revise: Periodically review milestones to ensure they align with the current status of the loan process.
• Adjust Deadlines: If necessary, adjust deadlines based on unforeseen circumstances to remain flexible and responsive.

Conclusion

Utilizing the milestones feature in Broker Plus can significantly improve your efficiency in managing loan applications. By setting up milestones, tracking progress, and maintaining communication with clients, you can enhance your overall service delivery. To further optimize your use of Broker Plus, consider exploring additional features and tools within the CRM.