Ellie Mae Consumer Connect

Redesign of the consumer connect loan application form

Interaction design, Visual design

January 2018 - October 2018

Introduction

I led the redesign of the Consumer Connect loan application from scratch to finish from January 2018 until October 2018. This redesign was released in October 2018 and was also showcased at the Ellie Mae experience conference in 2018

Customer pain points and old system

I worked with customer idea center team and PM, researcher to understand customer needs. I went through emails from our lenders and helped to translate customer request into product requirements

Design principles

Minimize the Pain

People want to know what lies ahead so the process of completing the form should be quick and easy.

Illuminate a Path to Completion

Since the form style generally involves filling in details and we need to make it clear how people can accomplish that goal

Affordability

Since the form style generally involves filling in details and we need to make it clear how people can accomplish that goal

Ideation

I explored numerous design concepts, tested them with users, and iterated the design based on user feedback. I presented the design to gain buy-in from executives, senior stakeholders, and other teams across the organization.

Prototyping and User Testing

I prototyped a couple of options for the user testing before working on the final design. Here are some of the findings. Please see the screenshots below for the results.

Based on the testing, I felt the left navigation component and the summary page worked well. However, the mobile designs needed to redone and tested.

Final design - pre ADA testing

Mobile designs

Here are the final mobile designs

ADA compliance testing results

We checked all the colors and buttons for ADA compliance and based on following improved the designs


Final design - post ADA testing





Developer handoffs

I used a mix of zeplin and spec sheet to deliver my designs



Impact

The loan application closing was reduced by 3 days

We were mentioned in thePress!

Conference images