Loanza - Mortgage CRM & UX UI Design

Strategic Plan

Expert strategies for enhancing mortgage CRM & UX

User Discussions & Insights

Understanding user needs through discussions, insights

• Loanza - Mortgage CRM project simplifies real estate loan processes with automated workflows, real-time updates, and AI-powered support. Through structured user interviews, we identified the need for clear communication between brokers, lenders, and clients. Based on these findings, Loanza - Mortgage CRM ui / ux integrates a built-in forum for continuous feedback and decision transparency.

Key Insights

• 44% – Mobile

  Interviewees added one feature to improve mortgage management.

• 54% – Seamless

  Users described the perfect mortgage CRM experience in a single word.

• 71% – Complexity

  Respondents reported the most frustrating part of managing mortgages with their current tools.

Problem and Solution

Solving challenges with data-driven insights & solutions

• We focused on solving mortgage CRM challenges with innovative solutions for better results. We analyzed user behavior and identified friction in traditional mortgage workflows.

Solutions

• Loanza CRM integrates real-time analytics and responsive design to increase speed, reduce user errors, and increase task completion rates. We plan to implement automated loan tracking to eliminate delays caused by manual updates. Customizable dashboards with real-time data analytics will meet the need for transparency and faster decision-making.

• 01 – Centralized data

  Centralized mortgage data improves accessibility, streamlining workflows and decision-making efficiency.

• 02 – Integration

  Real-time analytics integration ensures consistent insights for faster, more informed decisions.

Mobile app

Explore mobile app features for seamless UX

• Key mobile app screens designed for intuitive and efficient navigation. The Loanza mobile experience prioritizes accessibility with quick access to status updates, chat, and loan tracking. These features support on-the-go usage and help reduce support tickets and app churn rate.

Key Features

• Analytics

  Track performance and analyze key metrics in real-time, enabling users to act quickly and confidently.

• Forum chat

  The forum chat screen enables seamless communication, fostering collaboration between users and enhancing engagement.

• Real-time analytics

  Real-time analytics in the mobile version provides instant insights, empowering users to make data-driven decisions on the go.

• First of all we measured user satisfaction and interface efficiency for better performance. We conducted usability testing with 72 respondents. Loanza UX/UI achieved a System Usability Score of 80, categorized as excellent.

• Group A – 82%

  How satisfied are you with the overall usability of our system?

• Group B – 78%

  Does the interface make navigating tasks easier and more efficient?

• Group C – 85%

  How likely are you to recommend our system based on usability?

Typography and Color

Exploring the typeface & color choices

• For the Loanza - Mortgage CRM example, we selected the Outfit typeface due to its clean and neutral tone, supporting content clarity across desktop and mobile screens. The decision reflects our focus on maintaining readability while allowing flexibility across the interface.

  We chose a pastel color palette to visually support trust and approachability, aligning with the expectations of real estate and finance platforms. These visual choices were made after validating user responses in A/B testing sessions. The goal was to reduce visual overload and guide attention to critical actions.

Landing page

Engaging design driving visitor conversion rates

• We improved user engagement and navigation with an attractive landing page design. Strategic placement of conversion-focused CTAs helped increase lead submission rates. The visual hierarchy supported quicker access to loan tools and forum sign-ins. These improvements contributed to higher visitor retention and reduced bounce rate.

Result

Evaluating the effectiveness, UX of design corrections

• Our team delivered a next-gen mortgage CRM, enhancing automation, real-time analytics, and user collaboration. The intuitive interface and seamlessly integrated community chat streamlined workflows, improving efficiency and engagement for both teams and users.

Next steps

Focusing on strategic actions for ongoing growth

• We have developed strategies for enhancing functionality and user engagement moving forward. Our focus includes scaling CRM features based on user activity data. We also track engagement KPIs to identify future improvements that can lower churn.