Step One: In the lower left corner of the screen, click the gear icon.

Step Two: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.

Step Three: On the left side of the screen, under System Defaults, click Loan Templates.

Step Four: Under Milestones click Edit Default Milestones.

Step Five: There are 13 default milestones in the system, by clicking the pencil icon you can edit an existing or custom milestone.

Step Six: A box will pop up when you click the pencil that will allow you to change the Title, write a Description, input an Integration ID, and a dropdown menu that allows you to choose between Classic or Custom notifications.

Step Seven: You can also drag and drop your milestones in the order you would prefer them by clicking and holding the three lines symbol on the far right side of the milestone. Make sure to Save Changes.