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 | CONDUCTED | |
XL Financial | Fact Find | CONDUCTED | https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2977726465 |
313 financials | Fact Find | CONDUCTED | https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2975072278 |
Gary Das | Fact Find | ROUGH DRAFT | https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2977792001 |
Furnley BS | Fact Find | ROUGH DRAFT | https://ekeepergroup.atlassian.net/wiki/spaces/UX/pages/2977824769 |
XL Financial | Case Workflow | ROUGH DRAFT | |
Active Mortgages | Case UI | SCHEDULED | |
XL Financials | Case Wireframes | CONDUCTED | |
Onemp | Case Wireframes | CONDUCTED |