Establish a renewed visual framework
With competition closing fast and succeeding with consumer-sensible UX, our task was to redesign this complex, heavily-regulated enterprise application with the specific goal of enhancing the mortgage creation and management experience.
Primary form design
The 1003 Form is the foundation for every mortgage application. The information inputted and gleaned from the 1003 is coordinated and disseminated across many vested parties.
Form 1003 iteration 1
Homepage iteration 2
Homepage iteration 3
The mortgage pipeline is the queue of all applications in process. The great challenge is mitigating the user demand for data density against the principles of accessibility.
content feed iteration 1
content feed iteration 2
content feed iteration 3
A navigation system for an enterprise application like Encompass would need to meet the needs of multiple types of users, often viewing the same document simultaneously. With so many primary use cases, navigation also had to serve as a dashboard as well.
navigation and components
Implementation of our framework began in Q1 of 2018 after many rounds of user testing with results consistently above 80 CSAT. Most significantly our designs have improved the mortgage offices ROI from $600 to over $950 in savings per mortgage. With Ellie Mae serving at least 30% of all mortgage creations in the US, this is a tremendous win for design.
The team I had for this project was truly special; with both junior and seasoned designers, we became something more than the sum of its parts, delivering a long-lasting, impactful design to one of the most important companies in the US.