Leadership and Management
REALTOR.COM
LiveBuyer is the Opcity B2B mortgage product. In essence, we transfer fiancing leads to loan officers who pay a subscription fee to receive a pre-determined number of leads per month. A part of this offering is access to our loan officer portal which gives the ability to view their lead and connect with partner agents.
Uncovering the problem
We traveled across the country to observe all aspects of ground-level trading. We (two engineers and one designer) spent 189 hours in observation and discovery. We found unnecessarily complex workflows, outdated software, and communication gaps.
Goal
Our goal was to create a modern application that streamlined trading workflows, generated revenue by cutting back on hours spent doing manual tasks while following all government financial regulations.
Roles and process
Researhc distillation, personas, flows, tested wireframes, built final design
Results & Impact
In its current form, Northern Light will replace over 30 applications and streamline workflows for thousands of employees company-wide. Our future goal is to open the platform to an external client. We hope this will aid the large communication gap between internal and external processes.
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