What is a Milestone?

Preclose GO! provides users with multiple ways to view information within their transaction! You are able to view your files both at a high-level and at a detailed level within the system. These milestones will be visible from your summary page, and there is also a separate tab if you wish to view these independent from other information. 

A milestone is a high-level over-arching hurdle within a transaction that must be completed in order to move forward to closing. For example: Appraisal, Inspections, Mortgage, Home Warranty. Often times, these hurdles require multiple detailed tasks to be completed in order to check off the milestone. This may include uploading a document, adding a task to your timeline, or keeping a note- All of these items can be added right from your milestones tab!

 

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