Industry: Real Estate - Broker/Agent

The opportunity my team and I were exploring was that an improved sentiment and trust in reliability for real estate agents nationwide toward our client would increase the number of loans referred by agents and significantly increase our purchase business. There needs to be more visibility and control in the mortgage loan application process for real estate agents. We tested the idea that improving insight into the mortgage loan process would increase trust between real estate agents and lenders and increase the speed of closed loans.

Over 12 weeks, we have led with research. We interviewed over a dozen real estate agents, Agent Relationship Managers (ARMs), conducted secondary research, and researched competitors not only in the Real Estate space but also with mobile apps that have the User Experience and ‘eye contact’ we are looking for.

We conducted workshops to determine valuable features for users and pushed ourselves to think outside of the proverbial box. We’ve built personas, a user flow, and wireframes and performed thorough usability testing on our prototype with real estate agents.

User Flows

Developing user flows presented a unique challenge due to the variety of user needs and the regulated nature of the real estate industry. This complexity required us to be meticulous in our approach, considering the various industry regulations and constraints.

To successfully address this challenge, we leaned on the insights we gathered from client meetings, user interviews, and service blueprints. This information guided us in creating user flows that not only met the distinct needs of each user type but also adhered to the necessary regulatory requirements.