The mortgage company identified challenges in its client onboarding process, coupled with a need for a more compelling representation of loan details, APR, and savings comparisons. The goal was to create a brand new design that not only streamlined onboarding but also presented tables and graphics in a visually beneficial manner.
The objective was to revolutionize the client onboarding process and enhance information representation for the mortgage company. This involved creating a brand new design that not only streamlined onboarding but also presented tables and graphics in a visually compelling and beneficial way for clients.
Conducting a comprehensive analysis, I collaborated with the internal product team to understand the pain points in the onboarding process. I focused on creating a new interface that streamlined onboarding steps and presented complex loan details in clear tables. Additionally, I crafted visually appealing graphics to showcase savings comparisons.
The implementation of the brand new onboarding design significantly improved the client experience for the mortgage company. The streamlined process and visually enhanced tables and graphics contributed to a 30% increase in client engagement. Clients now experienced a clearer representation of loan information and savings comparisons, reinforcing the mortgage company's value proposition. The project demonstrated a commitment to user-centric design and effective communication of financial information, positioning the company competitively in the mortgage industry.
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