Internship | June 2024 - Dec 2024

Role

Experience Designer

Tools

Figma, FigJam, Lucidchart, Adobe Analytics, Jira

Duration

June 2024 - Dec 2024
7 Months

Back

Focused on creating a smooth and user-friendly process for mortgage brokers to initiate loans for the clients within the Rocket Mortgage digital platform.

Developed a user-friendly Dashboard for the TPO portal, incorporating user feedback and optimizing designs for various devices and interfaces, providing at-a-glance views of loan-related statuses and action items for B2B partners.
• Conducted interviews for gathering user and business requirements, competitive market research and analysis.

• Delivered work flow charts, wireframes, mockups and prototypes optimized for a wide range of devices and interfaces.

Designed screens for the Pro Refer web platform.

Pro Refer Platform enables a Partner to submit a mortgage lead on behalf of their Client.

Took Quicken Loans' central functionality and built it out in Salesforce to be used by Schwab and eventually other partners.Lead Info can be auto populated from partner’s Salesforce instance.

  • Ties referrer information with lead submission.

  • Includes list of RM bankers that a referrer can choose to receive the lead.

Redesign Home Loan Benefit Program Page to increase conversion rates.

Redesigned the Home Loan Benefit Program Partner Landing page, resulting in increased user engagement and conversion rates.
• Utilized user research and usability testing to find loopholes.
• Brainstorm new ideas and proposed UI solutions to increase user engagement.

These projects are currently under NDA. If you want to learn more about it, shoot me an email!

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© 2024 Preetika Gulati