About the project

A Financial Company that provides financial services and offers reverse mortgages, conventional loans, and refinancing services.

Problem

For perspective loan buyers, the user experience needs to be carefully crafted to engage, inform, and guide them through the process in an intuitive, user-friendly manner. This experience should draw the prospective borrower in, piquing their interest and making the often complex and intimidating world of loans feel accessible and approachable. Key to this is providing clear, easy-to-understand information that educates the user on their options, eligibility requirements, and the steps involved - eliminating any confusion or uncertainty that could cause them to abandon the process. Additionally, the experience should make it simple for the user to initiate the enrollment process, with streamlined applications and secure account creation that don't create unnecessary friction. Ultimately, this holistic user experience not only serves the needs of the prospective borrower, but also helps to drive business growth by converting leads into enrolled customers. When executed effectively, this can create a positive impression of the lender's brand, foster trust, and encourage the user to confidently move forward in securing the financing they require. By prioritizing an engaging, informative, and user-centric approach, perspective loan providers can optimize their digital touchpoints to deliver exceptional experiences that benefit both the customer and the business.

Role & Deliverables

User Experience Design

User Interface Design

WCAG Compliance Audit & Enhancements

Design System Creation

Wireframes & Prototypes

Persona creation

Objective

The core objective of this project is to conceptualize a user experience that makes it effortless for individuals to access and digest the necessary information about the loan program, while also actively engaging them to explore further details and ultimately guide them through a simple, user-friendly enrollment process. The aim is to design an interface and flow that boosts overall user engagement, drives more loan program sign-ups, and enhances customer satisfaction and usability to better meet the business's needs. This means carefully crafting content, visuals, and interactive elements that intuitively communicate the key details, benefits, and enrollment steps in a clear, concise manner - reducing friction and empowering users to quickly understand the offering and confidently complete the application. Additionally, the user experience should incorporate strategic design touches that pique curiosity, encourage deeper exploration of the program, and foster a sense of trust and ease throughout the journey. By thoughtfully balancing informative content, engaging interactive features, and a streamlined enrollment workflow, this project seeks to optimize the overall user experience to drive greater loan program awareness, conversions, and long-term customer satisfaction aligned with the organization's business objectives.

Research

User Tests & Interviews

Competitor Analysis

User Journey Mapping

Accomplishments

Improved User engagement and market awareness for Loan product

Increased user satisfaction of user experience

Increased velocity of loan application submission process

Research

Define

My Process

Design

Deploy

Measure

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