One month on from introducing sales progression and communication tool, mio, to her branch in Chippenham (Wiltshire), Michelle Hallas, Residential Sales Manager at Allen and Harris shares how much easier it is to keep on top of her transactions – and share progress updates with her clients.
“It used to be a struggle to keep our paper files up to date”
“We used to put all of our notes in a file, and it could be quite hit and miss as to how accurate and up to date they were. Even with the best intentions, it was easy to forget to add the odd note here or there – especially if the phone rang again and I couldn’t immediately get to the file.
As you can imagine, this could create some rather frustrating situations, such as asking a customer or solicitor a question they’d already answered with one of my colleagues – purely because their file wasn’t up to date.”
“mio brings more visibility to our sales progression process and makes it so much easier to keep an eye on things”
“I now use mio every day. It makes it so much easier to monitor progress. The milestones are great, as they prompt you on where you need to be with each transaction. It’s a massive improvement on riffling through paper files to understand where each property is and what needs to happen that week to move things forward.
That’s not all. mio brings visibility to all parts of the process, from seeing all of my recent cases on the home dashboard (so I don’t have to go searching for them), to offering a complete view of the chain, alongside easily accessible contact details of any connected estate agents and solicitors.”
“The customer-facing app helps homemovers stay up to date – without needing to phone into the branch”
“The app is also great for staying in touch with our clients. Not only can they keep an eye on progress updates with a shared view of the property status, but they can message directly through it. One of my current homemovers even prefers instant messaging to phone calls, as she finds it quicker and easier to get a response – instead of trying to get through to me on my busy line. She even posted a message into our chat the other day saying “Thanks. You are a star.” using the star emoji, which was nice.
From a compliance point of view, mio is also really helpful, as once a property completes, I can print off all of the notes against that case of every action, update and instant message, so I have a full audit trail on file – and nothing is lost in telephone conversations or inboxes.”
“It was easy to get started with mio. If I can do it, anyone can.”
“It was easy getting started with mio too. Our Account Manager came in to show us the ropes and we used it straight away. I’m not a massive technology person, but if I can do it, anyone can. It’s simple to navigate and understand.”
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Case study: Taylors upgrade to new “user friendly and easy to use” sales progression and communication tool