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We’ve conducted multiple interviews to test and gather feedback from Brokers (from small to large firms) regarding the new Fact Find designs.

Client

Focus

Status

Link to notes

Cornerstone

Fact Find

Status
colourBlue
titleConducted

In-depth Interview with [Cornerstone]

XL Financial

Fact Find

Status
colourBlue
titleCONDUCTED

In-depth Interview with [XL Financial]

313 financials

Fact Find

Status
colourBlue
titleCONDUCTED

In-depth Interview with [313 financials]

Gary Das

Fact Find

Status
colourYellow
titleRough draft

In-depth Interview with [Gary Das]

Furnley BS

Fact Find

Status
colourYellow
titleRough draft

In-depth Interview with [Furnley BS]

XL Financial

Case Workflow

Status
colourYellow
titleRough draft

Active Mortgages

Case UI

Status
colourPurple
titleScheduled

XL Financials

Case Wireframes

Status
colourBlue
titleCONDUCTED

In-depth Interview with [XL financials]

Onemp

Case Wireframes

Status
colourBlue
titleCONDUCTED

In-depth Interview with [Onemp]

Charlestone

Case Wireframes

In-depth Interview with [Charleston Financials]