In a joint press release today, Milestones and InstaMortgage announced that InstaMortgage will be the first mortgage company to launch Milestones Homeownership Hubs to consumers. Like real estate brokers and agents, loan officers are challenged to remain engaged with their clients after the closing.

As outlined by Jim Black, Chief Lending Officer at InstaMortgage, Milestones is the first application of its type that serves the consumer thought the integrated support of the real estate agent, mortgage loan officer, and other real estate professionals.

Great for Full-Service Brokerages

WAV Group has been developing customer for life solutions for full service real estate brokerages for many years. Much of the work has been focused around getting systems to integrate so that the firm would know if a customer was a client of other business units. The case is often where the mortgage company does not know that the consumer is a client of the real estate company, insurance, or title. Stage two of these integrations is integrated communications.

From the customer perspective when they buy a home from a brokerage, use their in-house financing, insurance, and title/escrow services, they made the purchase from a one stop shop. What customers do not understand is that RESPA regulations limit the firm’s capacity to unify these services. The Milestones product uniquely resolves this issue and wraps homeownership hubs with the professionals that the consumer relies upon to help with homeownership. Most of all, Milestones provides a valuable service that maintains the connection between the real estate professionals and the customer for life.

Homeowners Under Management

We all know the data from the NATIONAL ASSOCIATON OF REALTORS® that indicates that 95% of consumers would use their agent in a future transaction. The same is likely true of loan officers; they provide good service and the relationship deepens during the transaction – but after the close, these professionals ghost their clients by hooking them up on autoresponders and drip campaigns. The new approach founded by Milestones is to think of clients as homeowners under management. Homeownership starts when the family moves in. There are hundreds of systems that need to be maintained and replaced. Taking care of a home improves its value, and the loan officer and real estate agent who collaborate on helping the homeowner by answering questions and recommending service professionals maintain an active relationship with the customer. Remember – the next transaction normally takes a decade to mature, but referrals from happy customers come regularly from clients when a relationship is maintained.

Please see below for the full press release. 

InstaMortgage Logo



Milestones Logo




InstaMortgage is First to Launch Milestones Homeownership Portals for Client Enrichment 

Launch Follows Series A Investment in Milestones

AUSTIN, TX – Sept. 27, 2022  Milestones (, 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.”

This video features InstaMortgage Chief Lending Officer Jim Black discussing Milestones.

Dustin Gray, Milestones CEO

This video features 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

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


Media Contacts: 

Monika Sollee | Milestones


Alyson Austin | InstaMortgage