CHASE HOME LENDING

Mortgage Rehost and Redesign

/// Home Lending Refresh

Chase had established itself as the biggest home lending servicer. The business owner identified opportunities for additional growth by improving the current experience:

The Process

Problem: How to move the needle and improve the home lending experience while under the constraints of a small budget with requisite tight timeline and limited resources?

Goal: The primary objective — surfacing home lending product and service benefits to drive conversions for existing and new customers.

Approach: The business had pinpointed areas for improvement. With these requirements the UX lead set out to prioritize content by restructuring the IA. I focused on communicating UI function through key design principles and aesthetics.

Duration:  2 Months
Context:  Web
Role:  UI & Visual Design

03 Measure & Iterate

Shipping the product marks the phase for measuring performance. Through iterative work, opportunities for improving product performance and usability can be identified.

The Design

Challenges: Budget constraints, and other factors influenced how the project needed to be approached — no planned research or testing, unaccounted for activities in the initial scope and an organization with a maturing design culture.

Team: A small design/development unit was assembled to deliver a solution:

  • Design Lead: PM, UX and IA.
  • Lead UI Designer: Interaction and visual design.
  • Engineers: Backend and Frontend

UXD: With only past performance metrics to lean on, the project lead and I brought our collective experience to deliver work that met the business and user needs. Critical to this effort — understanding that the design experience needed to serve the user beyond the screen and continue with customer representatives.

Contribution: While the project lead translated requirements into the IA and managed the stakeholder relationship, I focused on rendering the UI through multiple responsibilities and deliverables:

  • Contributing UI and interaction design with requisite user-centric perspective.
  • Applying aesthetics to effectively communicate function.
  • Rendering high fidelity Photoshop mockups.
  • Executing a design addendum for inclusion within the existing style guide.
  • Socializing design work with engineers and UXD team members.
  • Managing asset hand-off to development.

Iterations:

  • 3 design reviews to get feedback on direction / solution.
  • 2 stakeholder reviews to get buy-in.

Something I’ve learned — starting with the end in mind serves the product vision by acting like a guiding flag for desired outcomes. 

But to get there, an intentional process is required for ideas that can flourish in the market place. The quotes below highlight this notion:

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/// Home Lending Refresh

Chase had established itself as the biggest home lending servicer. The business owner identified opportunities for additional growth by improving the current experience:

The Challenge

Problem: How to move the needle and improve the home lending experience while under the constraints of a small budget with the requisite tight timeline and limited resources?

Goal: The primary objective — surfacing home lending product and service benefits to drive conversions for existing and new customers.

Approach: To translate requirements into product value, the UX lead set out to prioritize content by restructuring the IA. As the UI lead, I utilized key usability principles paired with visual and interaction design.

Duration:  2 Months
Context:  Web
Role:  UI & Visual Design

03 Measure & Iterate

Shipping the product marks the phase for measuring performance. Through iterative work, opportunities for improving product performance and usability can be identified.

The Project

Constraints / Challenges: Budget constraints, and other factors influenced how the project needed to be approached — no planned research or testing, unaccounted for activities in the initial scope and an organization with a maturing design culture.

Team: A small design/development unit was assembled to deliver the solution:

  • Design Lead: PM, UX and IA.
  • Lead UI Designer: Interaction and visual design.
  • Engineers: Backend and Frontend

UXD: With only past performance metrics to lean on, the project lead and I brought our collective experience to deliver work that met the business and user needs. Critical to this effort — understanding that the design experience needed to serve the user beyond the screen and continue with a customer representative.

Contribution: While the project lead translated requirements into the IA and managed the stakeholder relationship, I focused on rendering the UI through multiple responsibilities and deliverables:

  • Contributing UI and interaction design with requisite user-centric perspective.
  • Applying aesthetics to effectively communicate function.
  • Rendering high fidelity Photoshop mockups.
  • Executing a design addendum for inclusion within the existing style guide.
  • Socializing design work with engineers and UXD team members.
  • Managing asset hand-off to development.

Iterations:

  • 3 design reviews to get feedback on direction / solution.
  • 2 stakeholder reviews to get buy-in.

Learnings

Chase had established itself as the biggest home lending servicer. The business owner identified opportunities for additional growth by improving the current experience:

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