How to simplify mortgage process with better User Experience

How to simplify mortgage process with better UX

User Experience DesignerSan Jose, CA

Ravi Palwe @ravipalwe

Big challenge Setup a UX team with-in an organization is very challenging. I have asked to start a UX practice with-in a group to solve one of the biggest problems in Mortgage that Digitalization of the entire process.

Ravi Palwe / User Experience Designer. San Jose, CA 1

Start collaboratingI started collaborating with existing team to understand about team/project. Planned one on one session with SME and BAs.


Start with stickyIt all started with Sticky-notes and pen. I have started dribbling the ideas. How can improve existing project solutions and provide state of the art User Experience?


Did user researchUnderstand the user is the most important step, During my one on one session, I found that existing project was designed and developed without knowing the end user.

I started understanding users and create users profile.

I filled up all my desk area with sticky-notes.


more research…Tried to find adjusting research around mortgage industry which provides me better insights.

one of the best example I found, National Association of Realtors.


Know the usersUnderstand the user is most important step, During my one on one session I found that existing project was designed and developed without knowing the end user.

I started understanding users and create users profile.

I filled up all my desk area with sticky-notes.


Setup workshopsI started the workshop with dev team and SMEs to understand work collaboratively on the project.This process help me get in touch with all key team members and explain UX process to them.

Dev Team also enjoyed during the project workshop as they understand deeply about the project and end users.


StoryboardsI tried to match business requirement and user goals.

Worked on scenarios and storyboarding in a workshop session and come up with solutions.


Tools


During the project, I have worked on tools like Sketch and Marvel for the prototype.

Also used awesome Sketch Plugins like craft and zeplin.

Thank You!@ravipalwe

How to simplify mortgage process with better User Experience

Design

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