Mikogo
9 Case Studies
A Mikogo Case Study
Easy Street Financial Services, a Surrey‑based independent mortgage and insurance brokerage with over 60 years’ combined team experience and access to 4,100+ products from 120 providers, found phone consultations limited for explaining complex mortgage options and face‑to‑face meetings impractical for clients across the UK due to distance, scheduling and travel constraints.
By adopting Mikogo’s desktop‑sharing meetings alongside their mortgage advice software, advisers can instantly show tailored mortgage options on a client’s screen and walk them through choices in real time. The result is clearer, more convenient consultations with no travel required, a higher standard of professional interaction, and a strengthened competitive edge.
Ian Symmonds
Director & Financial Adviser, Easy Street Financial Services