Habito:

Mortgages Platform.

Location

London, UK

Date

2018 - 2019

Role

UI/UX, Branding & User Testing

About the project.

As the third designer to join the Habito team, I played a pivotal role in enhancing the user experience and design of their website and internal platform. 

Focused on empowering mortgage experts to manage the mortgage application process for clients efficiently, I collaborated closely with the product team to refine and optimise the platform’s functionality and usability. Additionally, I spearheaded the development of comprehensive design systems and email templates to ensure brand consistency across all touchpoints.

 Furthermore, I contributed to the company’s rebranding efforts, extending the new branding to the internal platform for a cohesive user experience.

Challenge.

  • Complexity of Mortgage Application Process: Streamlining the user journey for mortgage experts to manage the intricate mortgage application process efficiently.
  • Brand Consistency: Ensuring consistent branding and visual identity across the website, internal platform, and email communications.
  • Scalability: Designing a flexible and scalable platform to accommodate future growth and evolving user needs.
  • User Empowerment: Empowering mortgage experts with intuitive tools and features to provide personalised advice and guidance to clients.

Solution.

  • User-Centric Design: Conducted user research and usability testing to identify pain points and streamline the application process, resulting in an intuitive and user-friendly interface.
  • Design Systems Implementation: Developed robust design systems and email templates to maintain brand consistency across all platforms and communications.
  • Modular Design Approach: Adopted a modular design approach to ensure scalability, allowing for easy integration of new features and functionalities as the platform evolves.
  • Collaborative Iteration: Fostered a collaborative design process involving stakeholders and mortgage experts in iterative feedback loops to refine and enhance the platform’s features and functionality.

Process & Research.

Design System, Emails & Presentations.

Backoffice Platform.

As lead Designer for the Back-of-House Crew, responsible for managing the customer journey from the Dashboard to the Final Decision, I spearheaded the design strategy, conducted visual research, and delivered UI enhancements for the back office project.

This project presented a unique challenge, as the primary users of this platform are our in-house mortgage experts, case managers, and compliance team members. Thus, we approached the design process with a focus on optimizing efficiency over conventional usability standards, ensuring that each component serves its purpose effectively within our internal ecosystem.

Collaborating closely with a diverse team comprising the Product Manager, Senior UX Researcher, Tech Lead, Marketing Team Manager, Product Marketing Director, CEO, and Senior Analyst, I facilitated a holistic approach to project development. By leveraging the expertise of cross-functional team members, we aimed to address diverse perspectives and refine the back office platform to meet the evolving needs of our internal stakeholders.

The back office project is a testament to our ongoing commitment to enhance our internal tools and processes. It reflects our dedication to continuous improvement and optimisation within our organisation, ensuring that our internal stakeholders always have the best tools at their disposal.

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