movehome
In today’s fast-paced and highly competitive real estate market, loan officers play a crucial role in guiding homebuyers through the intricate maze of mortgage financing. To support loan officers (LO’s) in efficiently managing the entire buyer’s journey, our in-house team developed an innovative Customer Relationship Management (CRM) solution called “movehome.” This case study examines the implementation and impact of movehome, showcasing how it empowers loan officers to streamline their processes, enhance customer interactions, and achieve remarkable outcomes throughout the end-to-end buyer’s journey. This CRM is designed to equip and empower LO’s with the necessary tools to deliver the right message, at the right time, to the right person.
The Problem
When adopting movehome in the beta stage, the product was developed without the collaboration needed between a UI professional and strong developer focused in creating sustainable UI. Quickly within the process, we noticed the need to adopt Material UI to help with creating a sustainable UI methodology so that team members could spend more time working with LOs to insure that the product we are creating aligns with the industry needs.
But first….roadmap 🤠
Now that we know the what and why, we had to work it into our current product strategy. Since this was a tool being used by many loan officers, it was important to make sure that the stories that kept the product on track remained as “business as usual.” This gave us time to work in spikes to plan out the infrastructure for the change.
Senior UX/UI begins initial lift
Lead UX/UI discovered some thannnngs. 🧐
While the team continued updating the MUI elements with brand colors and making basic CSS adjustments, discussions with the product owner, leadership, loan officers, and regional marketing coordinators (RMCs) revealed that a one-size-fits-all approach was inadequate.
We discovered that each LO and RMC operates differently, with individual preferences for specific KPIs on their dashboard. Some preferred to see the next recommended action for a lead. This insight emphasized the need for a highly customizable and modular product.
Visual design time 🎨😎
After wireframing, I took charge of leading the visual design and direction for movehome CRM. As movehome aimed to be a playful brand, it was crucial to balance the visual appeal while considering the potential learning curve of the software. With a modular design system in place, I emphasized keeping the design language clean to highlight desired actions effectively.
During the discovery phase, we recognized the importance of providing a learning hub within the application. To address this, we created a dedicated space to house all the training videos we produced. This learning hub became a valuable resource for users, ensuring they could easily access educational content to navigate and maximize their experience with movehome.
Let’s create something great together.
Made with love in NC.
