Time | 6 weeks
Role | Project Lead + Conversational UX Designer + UI Designer
Lead generation through strategic conversational design
Background
A major effort in Rocket mortgage was to retain clients who were looking to refinance.
The Ask
clients often leave rocket mortgage for other lenders through the process of refinancing.
What I did
As the lead and designer on this project, worked with a team of engineers…
Plan
project roadmap
Design
doing visual design
Tracking Key Point Indicators
how we tracked the success of the pop-up
Results
retained 1000’s of clients and generated 100’s of millions in refinanced loans