Home Lending Dashboard
Goal: Create a self-servicing dashboard for post-funnel applicants allowing them to check loan status, see actionable insights and utilize practical financial tools.
Lead Designer · 2022
Key focus areas
· Reducing friction of the verification process
· Integration of SMS to quickly and conveniently allow user to upload documents where necessary
· Optimal transition from funnel experience to servicing-like experience
· Keeping navigation simple
· Easy-to-use financial calculators integrated into the experience
Seamless SMS doc upload functionality: a simpler, faster way to upload verification docs
Integrating this functionality into the dashboard experience would improve the customer experience, reduce time-to-funding, reduce agent time on application and increase app verification speed.
Research: home equity calculator tools
Goal: Assess usability of both versions of the proposed home equity calculators:
Assess understandability of the content on calculator pages
Assess discoverability and usefulness of the content on the calculator pages.
Identify areas of opportunity to improve the calculators.
Participants: n= 14 (7 mobile users, 7 desktop users) who saw both versions of the calculators.
Method: Qualitative, semi-structured:
Qualitative structured interview for 10 minutes to understand behaviors on financial websites with calculators and expectations when using financial calculators.
20 minute semi-structured usability study with a clickable prototype to evaluate usability of both versions of the calculators (Home Equity Calculator/Rate & Monthly Payment calculator)
Home Lending Dashboard
Goal: Create a self-servicing dashboard for post-funnel applicants allowing them to check loan status, see actionable insights and utilize practical financial tools.
UX Design · UI Design · Content Design