Designing a custom mortgage application scenario

Mortgage service

Product activities
Working with persons:
  • Target audience analysis: user segmentation.
  • Creating personas based on interview data.
User experience design:
  • Participating in the discovery process
  • Regularly analyzing competitors to identify potential improvements and user experience patterns.
  • Conducting usability tests of core and micro-scenarios
  • Maintaining the backlog
Working with a design system
  • Transition of the interface to a unified design system to ensure consistency with other company products
Business goal
  • Increase mortgage sales by simplifying the process for non-bank clients to obtain mortgage products.
  • Simplify the process for clients to obtain mortgage products by creating a convenient digital service.
  • Reduce the workload on branches through digitalization of processes.
Design goal
  • Design a user-friendly interface that will allow the user to navigate the mortgage application process without any problems.
About
The mortgage service allows unauthorized users, not bank clients, to apply for a mortgage.
Qualitative Research:
  • Moderated UX interviews (planning and analysis in Notion)
  • In-depth interviews
  • Corridors
Quantitative Research:
  • Surveys (Google Forms)
  • A/B Testing
Research
As part of the product, I have implemented the practice of conducting research
An example of a prepared prototype for a moderated UX interview
Responsive Design
Each screen form was designed for 4 sizes + dark theme
Layouts
All completed layouts in the project are displayed as a user's path through the screens. Below is a visual representation of how layouts are displayed in Figma.
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