Every real estate transaction involves important steps, from opening escrow and scheduling inspections to coordinating with lenders and preparing for closing.

With AGENTVIEW Custom Milestones, you can create a transaction workflow that matches the way you do business.

Instead of following a fixed checklist, you can add your own milestones, arrange them in the order you prefer, and decide which steps should be included when you create a new transaction.

This helps you stay organized, manage important deadlines, and keep your clients informed throughout the process.

Understanding Your Transaction Workflows

AGENTVIEW allows you to customize milestones for three different transaction types:

• Purchase: Organize the steps involved in helping a buyer purchase a property.

• Sale: Create a workflow for managing property listings and sales.

• Lease: Set up milestones for rental and leasing transactions.

Each transaction type has its own independent milestone list.

For example, your Purchase workflow might include loan approval, inspections, and appraisal milestones, while your Sale workflow focuses on listing preparation, marketing, and closing activities.

Good to Know: The milestones you configure become your template for future transactions. When you create a new transaction, AGENTVIEW automatically adds the active milestones you've selected, in the order you've arranged them.

Step 1: Select Your Transaction Type

1. Open the Custom Milestones settings in AGENTVIEW.

2. Select the Purchase, Sale, or Lease tab.

3. Review the milestones currently listed for that transaction type.

Each tab displays the milestones available for that particular workflow.

You can customize each transaction type separately without affecting the others.

Step 2: Create a Custom Milestone

Want to add an additional step to your transaction process?

1. Select the transaction type you'd like to customize.

2. Click Create Custom Milestone.

3. A window will open where you can enter your milestone information.

You'll find three important fields:

• Milestone Title: The name of the step, such as "Home Inspection Scheduled" or "Loan Approval Received."

• Internal Description: Instructions or reminders intended for you and your team. These details are not displayed to your clients.

• Client Portal Description: A client-friendly explanation of the milestone that your client can view inside their transaction portal.

Example: Creating an Inspection Milestone

Here's how you might set up a milestone for a buyer transaction:

Milestone Title: Home Inspection Scheduled

Internal Description: Coordinate with the buyer and inspection company. Confirm the appointment and review inspection contingency deadlines.

Client Portal Description: Your home inspection is being scheduled. This is an opportunity to learn more about the property's condition before moving forward.

Once you've entered the information, click Create Milestone.

Your new milestone will appear at the bottom of your workflow, ready to be organized.

Step 3: Arrange Your Milestones

Every agent has a preferred way of managing transactions. AGENTVIEW lets you arrange your milestones in the order that works best for you.

To change their order:

1. Find the milestone you'd like to move.

2. Locate the Drag icon next to the milestone.

3. Click and hold the icon.

4. Drag the milestone to your preferred position.

5. Release your mouse to place it.

AGENTVIEW automatically saves the new order.

For example, you might organize your Purchase milestones around the following process:

1. Purchase Agreement Accepted

2. Escrow Opened

3. Earnest Money Deposit

4. Home Inspection

5. Appraisal

6. Loan Approval

7. Final Walkthrough

8. Closing

This is just an example. You can arrange your workflow to reflect your preferred transaction process and any applicable contractual requirements.

Important: The order you establish will be used when AGENTVIEW creates future transactions of that type.

Step 4: Enable or Disable Milestones

Not every milestone needs to be included in every workflow.

AGENTVIEW provides an Active switch next to each milestone, allowing you to control whether it's included in future transactions.

• On: The milestone will automatically be included when you create a new transaction of that type.

• Off: The milestone will be excluded from future transactions.

To disable a milestone, simply locate it in your list and turn its Active switch off.

For example, if there's a milestone you don't currently use in your business, you can disable it without permanently removing it.

You can turn it back on whenever you need it again.

Good to Know: Disabling a milestone does not remove it from transactions you've already created. It only affects future transactions.

Step 5: Remove Milestones You No Longer Need

As your business evolves, you may decide to remove certain milestones from your workflow.

AGENTVIEW treats custom and default milestones differently:

• Custom Milestones: Can be deleted from your workflow template.

• Default Milestones: Cannot be deleted, but you can rearrange or deactivate them.

Deleting a custom milestone removes it from the template used for future transactions.

It does not remove that milestone from transactions that already exist.

Quick Tip: If you're unsure whether you'll need a milestone again, consider turning it off instead of deleting it. This makes it easier to reactivate later.

How Custom Milestones Work with New Transactions

One of the biggest benefits of Custom Milestones is that you don't need to rebuild your checklist every time you start a new transaction.

When you create a transaction, AGENTVIEW automatically:

1. Identifies whether it's a Purchase, Sale, or Lease transaction.

2. Reviews your saved milestone template for that transaction type.

3. Selects the milestones marked Active.

4. Adds those milestones to the new transaction in your preferred order.

Your new transaction now has its own milestone checklist, ready for you to manage.

What Happens If You Change Your Template Later?

Let's say you create a Purchase transaction today, then decide next week to add a new milestone called "Final Loan Review."

That new milestone will be included in future Purchase transactions, but it won't automatically appear in the transaction you created today.

Once a transaction is created, its milestone list operates independently from your template.

This helps protect your existing transaction records while allowing you to improve your workflow over time.

Using Milestones to Improve Client Communication

Custom Milestones aren't just helpful for keeping yourself organized. They can also improve the experience you provide your buyers and sellers.

The Client Portal Description allows you to explain each milestone in a way your clients can easily understand.

For example, instead of simply displaying "Appraisal," you might write:

"The lender will arrange an appraisal to help determine the property's value as part of the financing process."

This helps clients understand what's happening and why each step matters.

Meanwhile, your Internal Description can contain the reminders and instructions you or your team need to manage the transaction.

By keeping these descriptions separate, you can maintain detailed internal processes while presenting clear, professional information to your clients.

Tips for Building an Effective Transaction Workflow

• Start with Your Existing Process: Think about the steps you normally follow when managing a purchase, sale, or lease.

• Keep Milestone Names Clear: Use action-based names that make each step easy to recognize.

• Use Internal Descriptions: Add helpful reminders, responsibilities, and important details for your team.

• Write Client-Friendly Descriptions: Explain what's happening without overwhelming clients with industry terminology.

• Review Your Workflow Regularly: Update your templates as your business processes change.

• Avoid Unnecessary Steps: Focus on milestones that help you stay organized and provide a better client experience.

Quick Tip: Start by customizing your Purchase workflow, especially if you regularly work with buyers. Once you've organized those milestones, you can apply the same approach to your Sale and Lease workflows.

A well-organized milestone process can help you manage transactions more consistently, keep clients informed, and reduce the chances of overlooking an important step.