loanDepot Loan Officer Marketing Suite
Our CMO is a former loan officer and prioritizes loan officer requests over all others. One of the main requests we had was for updated website functionality and design. Loan officers can work for any company, so it is very important that we provide cutting-edge materials to help them do their job to the best of their ability.
The vision for the project is to have the loan officers choose their desired style (minimal, dark, or vibrant) and have coordinated email signatures to go along with their website. Something that no other mortgage lenders offers their employees.
There is also a business case for this, as many of our loan officers work out of a call center and do not have websites. This has lead to much distrust on the consumer side, with many complaints of being “scammed” since they can’t find their loan officer on our website. This project is intended to expand website access to all loan officers across the company.
PROJECT DESCRIPTION
PROJECT MANAGER
UX/UI DESIGNER
Loan Officer Requests
REQUESTS FROM LOAN OFFICERS
Team logos, for loan officers that are a part of a team
Custom taglines to call out industry recognized achievements
Displays of all certifications, specializations, Chairman’s Elite Club callouts, and military branch markers
Meeting scheduling button
Testimonials with autoscroll
Custom video integrations
New Page Layout
Marketing Suite Styles
EMAIL SIGNATURES
PREVIOUS DESIGN
ANALYSIS & INPUT FROM STAKEHOLDERS
Previous design was too cookie cutter and restricting
Was not helpful enough for the loan officers or for clients to use as a marketing tool
Need to keep key features, like Chairman’s Elite, Apply Now, and Contact Me.