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Mortgage Web Modernization 1

Problem: Redesign an out of date website into a modern Marketing Masterpiece.

Role: UX Architect

Client: Sierra Pacific Mortgage

Date: August 2016

Methodology: We used a combination of Lean UX. Design Thinking and Agile project management for this project.

User Research: We had a discovery scheduled for two weeks with members of the sales, marketing and operations teams. The Head of Marketing and COO were heavily involved in the process. We created Personas, personas, Journey maps, and a competitive analysis. We also involved internal stakeholders in a card sorting activity.  Personas and User Behavior are shown below.

Information Architecture: From the results of the card sorting, we created the information Architecture for each page in excel. We held twice daily meetings with a cross section of internal stakeholders to go over requirements for each screen and freezing the functional requirements for each page. We moved on to lo-fi wireframes (See Below), then mid-fi mockups and hi-fi mockups. Once each page was accepted, it was sent to development.

Interaction/Visual Design: We used Balsamiq, Illustrator, Photoshop, Pop, to create wireframes and functional mockups. Unfortunately, I was unable to save the Mid to high fidelity wireframes for the website, but below you can find two mockup options for the Consumer direct portal. 

Final Outcome: The website went live along side a consumer portal Loan origination system developed in parallel. 

Gallery: Below are some examples of materials from this project, including the original SPM Website homepage, User Personas, User Behavior Mapping, Lo-Fi Wireframes, and the Final, finished website design. 

 Original Sierra Pacific Homepage, before we started out project.

Original Sierra Pacific Homepage, before we started out project.

 User Persona Details.

User Persona Details.

 User Persona Details.

User Persona Details.

 User Persona Details.

User Persona Details.

 User Persona Details.

User Persona Details.

 User Behavioral analysis. From Google Analytics.

User Behavioral analysis. From Google Analytics.

 Loan Officer Page redesign, early wireframe

Loan Officer Page redesign, early wireframe

 Loan Officer Page redesign, alternate layout,  early wireframe

Loan Officer Page redesign, alternate layout, early wireframe

 About US Page redesign, early wireframe

About US Page redesign, early wireframe

 Consumer Direct Portal Mockup, Option 1

Consumer Direct Portal Mockup, Option 1

 Consumer Direct Portal Option 2

Consumer Direct Portal Option 2

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