For mortgage lenders, communicating with homeowners is as essential a task as there is. Providing the right information at exactly the right time to a homeowner is the only way to keep the purchase flow going, especially for wary homeowners.

Loansure came to Brighter Side with an idea and a working alpha concept. The idea was to use data about homeowners and their mortgages to facilitate more effective phone calls with homeowners. From there, an intensive research protocol using interviews with mortgage loan officers and listening to dozens of phone calls between loan officers and home owners revealed the design strategy.

The solution was to present information to loan officers in direct cadence with their conversations, starting with basic confirmation details about the person and home to more nuanced information about mortgage history. By designing a solution that presented key data to loan officers only as they needed it lead to a solution that received widespread adoption and higher close rates.

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