Lucy Luxton, Branch Manager at Fox and Sons, Tiverton (Devon) shares how mio has transformed their paper-based office and made sales chasing and client communication much easier.
We used to use ruled paper – with no structure or prompts
“Before using mio, all of our systems were paper-based. We used to work on a sheet of paper with space for contact details on the front and just ruled paper on the back – and no structure or prompts. We used to keep all of these sheets in a folder. In a busy office, it was all too easy to end up with lots of paper around, mixing it up and putting things back in the wrong place. If the phone rang and I didn’t have the right folder out, I would sometimes write a note on a separate piece of paper that wouldn’t make it into the right folder either. It was a bit of a nightmare, not having everything all in one place.”
mio milestones have helped boost my confidence in our sales chasing activity
“Since adopting mio 3 months ago, everything has changed for the better. With the timescales and milestones in particular, I feel a lot more confident in my sales chasing. I know exactly what is supposed to happen next, so I don’t risk asking the same question or just “asking for an update”.
It’s great that everyone has access to the same information, all in one place – including contact details. Especially as we can all add notes to a case – even the mortgage consultant.
It’s also been fairly easy to get up and running. The first week, I kept some paper records alongside mio (just in case!), but after that I switched completely to digital records on mio. It’s been great.”
The mio app has made it much easier to keep our clients informed
“Where our homemovers are also making use of the mio app, we’ve noticed a big difference in our relationship with them, as it helps to manage their expectations and keep them well informed. They are more proactive, understand what’s supposed to be happening next, and even if I do drop them a courtesy call, they typically say “oh yes, I already knew that as I’ve seen it on the app”.
The reporting in mio is also very useful, as we can check that our homemovers have accepted the invite to join the app, and see how many times they’ve looked at it. This helps to give us peace of mind that they are seeing the updates as they are coming through.”
Want to be in control of your transactions – rather than feel like they’re controlling you?
Contact us today – and try mio FREE for 6 months.