Requirements

  • Create a Mobile Accessible Interface to Manage Consumer Pre-Approval Submissions
  • Ensure Feature Parity of Existing Application
    • Search Contacts
    • Attach Contacts to a Lead and Pre-Approval
    • Ability to Edit Contact and Financial Information
  • Pre-Populate Fields from Consumer’s Pre-Approval Submission
  • Make Existing Process More Intuitive

User Research

  • Met with the users of the existing application
    • Walked through the existing process with users to learn optimization areas
  • Using Lucky Orange, observed and documented the most common user interactions