Maxwell — Mortgage Application 2.0
Rebuilding a slow, unpleasant mortgage application with white-labeling and a dynamic HSL color system.
- UX
- UI
- Research & Testing
- Fintech
- Responsive
Overview
Maxwell is a POS system for mortgage brokers, and one of their most important features, the mortgage application for borrowers, was lagging behind their competition.
The Problem
Their mortgage application was desktop-centric, poor at giving users feedback, lacked any kind of branding or voice for their clients, and one of the last bits of the application not to use the design system we created for the company.
Progressive Disclosure, User Priming & Math
Borrowers are almost always left behind in the mortgage industry, so we made sure we didn't. We never made them do math if we could do it for them. We leveraged progressive disclosure fairly heavily, while making sure that we primed them for what information we may be asking for in the next section.
White-Label Color System
Using the HSL CSS functional in CSS meant that we could dynamically produce coherent, aesthetically pleasing color palettes. A dynamic system extrapolated brand colors (primary, accent) into full palettes maintaining usability standards.
Application Sections
We wanted the experience to be guided, but also knew two things: A) People sometimes want to fill things out in the order that makes sense to them, and B) we wanted to support a progression that would be easy to resume/navigate if there were problems. Our solution were overviews that deep-linked to their underlying sections.