Problem: Create a Mortgage Insurance Origination System from scratch
Role: Business Analyst (UX)
Client: NationalMI
Date: Summer 2013-Fall 2014
Discovery: This was my first client project after graduate school, and I was so excited to prove myself as a designer. The company I was working for at the time didn't have a UX team so I was just a Business Analyst at the time. We had many meetings with both members of the line of business team and the servicing team to create the system.
Methodology: We used an agile methodology to break the requirements up into 2 week sprints. After breaking the requirements into sprints, I would meet with the product owners twice daily to work on the UX for each screen.
User Research: For this project, we were developing a product from the ground up, so we did not have any current users to interview. Luckily, the stakeholders had a plethora of industry experience as loan officers, processors and underwriters, and were able to weigh in on other systems they used and what they liked and disliked about them.
Information Architecture: I would meet with the product owners twice daily to work on the UX for each screen. Each meeting we would go over the requirements for a given screen, and solidify them.
Interaction/Visual design: When we got to the point of creating wireframes, I would make whiteboard sketches in the morning meeting, translate them into Pencil, and then iterate on them with the team again in the afternoon session. Eventually this would give us close to final Hi-fi visual designs.
Final Outcome: After 15 Months, we completed and launched the system. We also designed a mobile app, that was never built.
Non-linear 1003 form manual entry interface.
Non-linear 1003 form manual entry interface. 100% required fields complete.
Internal user Submitted Loan dashboard.
These are screens for their mobile rate finder app proof of concept, that was abandoned in the prototype phase