Customer Service

Project Type: B2B Web Application for Servicing a Mortgage Loan (more info)

Role: Lead Product Designer, UX Researcher, Information Architecture, UI Designer

Research: User Interviews, Contextual Inquiry, A/B Testing, Questionnaires, Card Sorting

Overview: A holistic view of a borrower’s mortgage, helping service agents be informed when delivering a warm customer experience. With an array of unique features and an intuitive user interface, Customer Service helps facilitate faster and more meaningful/valuable responses to customer inquiries.

Loan Dashboard

Payment Options

Payoff & Paydown

Legacy Screenshots