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In a world where networking is highly valued by individuals in many different industries, there is a curious upsurge in the use of Internet tools in the mortgage industry. While opinion is divided, statistics speak for themselves, showing that screen sharing and other online tools are becoming popular means, which mortgage brokers can leverage to improve their offering to clients and thereby increase turnovers. (more…)

Mortgage advice is detailed and complicated. When it’s offered over the phone, it can be confusing and unclear. For mortgage advisers and their clients, face-to-face meetings come with their own challenges, as well. In-person appointments can pose scheduling difficulties and inconveniences for the client. Furthermore, if a mortgage adviser has several face-to-face appointments to keep, that can impact the quality of attention they give to each client.

Easy Street Financial Services, one of our valued clients, recently shared how with one solution they overcame all of these obstacles, strengthened customer relations and communications, and created a competitive advantage.
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Many professional service providers have found Mikogo useful in their training operations. Recently, one of our valued UK clients, it’seeze shared how it is incorporating Mikogo into its training operations for its franchise consultants and clients.

With its Head Office based in Devon, UK, it’seeze is a premier provider of web design, development, and content management solutions for UK companies and organizations. On top of professional website design and development services, it’seeze stands out in a crowded industry with its functional, easy-to-use website editing system, in which end users can edit and manage their website once it’seeze has completed it.

Over the course of our discussion, we learned more about how Mikogo is an essential tool in their consultant and client training operations. In the interview, Alex Potter and Amy Cross of it’seeze also emphasized the ways in which Mikogo helps in performing client support.
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You may already be a highly-skilled financial advisor with great experience in face-to-face client consultations, but how do you bring your skill-set to the online world? In a realm where online meeting technology is still new to many businesses, some mistakes are bound to be made – even by the most experienced meeting organizer or professional advisor. But how does one improve their online meeting etiquette? It starts with understanding the dos and don’ts of online meetings with regard to financial advising etiquette. In addition, one should understand the capabilities of their software in order to communicate as skillfully as possible. Not only do your software features help you conduct meetings with ease, but they can also help to prevent you from making some awkward mistakes.
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