Unlock is a digital platform designed to streamline the home loan process by connecting borrowers and lenders more efficiently. They focus on making the process of obtaining home loans faster, easier, and more transparent for all parties involved. Unlock helps borrowers and loan officers consolidate important data, messaging, and documents to make the mortgage process smoother and less stressful.

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The Objective
Unlock sought our expertise to redesign their marketing landing page and improve their user onboarding process. The company had to collect a large amount of data from potential customers, which often felt burdensome and tedious. The goal was to create an intuitive flow that made this data collection feel quick and effortless, while also redesigning the landing page to better communicate Unlock's value proposition. Additionally, we aimed to build a customer and loan officer portal to consolidate messaging and document collection, improving collaboration and efficiency.

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The Challenge
The main challenge was to make the data collection process feel less overwhelming for potential customers while maintaining the integrity of the information collected. With the previous landing page, users were struggling to understand the value Unlock provided, and the data collection steps felt too lengthy. The portal for customers and loan officers also needed to be redesigned to make collaboration smoother and more efficient, ensuring all communications and document handling were consolidated in one easy-to-use space.

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The Solution

• Marketing Landing Page Redesign: We created a more visually engaging and concise landing page that clearly communicated Unlock’s value proposition. The page was designed to increase conversion rates by making it easier for potential customers to understand the benefits of using the platform.
• Intuitive Data Collection Flow: We redesigned the onboarding process to reduce friction, using smart flows that didn’t feel time-consuming. By breaking the data collection into manageable steps and displaying progress, we helped users feel more in control and less overwhelmed.
• Customer and Loan Officer Portal: We created a unified portal where customers and loan officers could consolidate messaging, document collection, and updates, streamlining communication and reducing confusion.
• Enhanced Collaboration Features: Integrated tools within the portal allowed for easier sharing and tracking of documents and messages, ensuring that both customers and loan officers had everything they needed in one place.

The result was a more streamlined and efficient user experience. The redesigned landing page helped convert visitors into leads more effectively, while the new onboarding flow made data collection feel much more approachable. The customer and loan officer portal significantly improved collaboration and document management, simplifying the overall loan process for everyone involved.

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