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Genesys portal
Designing a webapp portal for internal users to provide a more efficient way of packaging specialist mortgages.
My Role:
Product designer
Tools used:
Figma, Experience Design, User Testing, Journey mapping, Prototyping
The problem
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Due diligence from BDMs, CMs and UWs is long and repetitive
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Around 12 separate checks are required for each applicant, up to a maximum of 4 applicants and companies. This is required for every single application
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Each check requires constant manual entry into separate third party application
Case managers process roughly 200 applications a week, a number that is increasing weekly
The solution
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Genesys - first iteration
Second iteration
The process & challenges
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