Mortgage Report - Mini Site

Mortgage Report - Mini Site

The client:

Mortgage advisers usually provide their clients with a printed report that is meant to draw a picture of their mortgages and financial state. Aspiring to improve their clients' experience, this agency decided to update their mortgages reports and present them online.

The challenges:

Mortgage reports are generally difficult to explain and understand - a large amount of financial data usually intimidates the clients and makes them uncomfortable. The challenge was to present this data as clearly and unthreatening as possible, using visual components and making the navigation simple and friendly. Choosing a long one-pager format helps the users' orientation and the smart navigation lets them feel in control of their data.

Process highlights:

Our two main focuses were clarity and simplicity, and those had to be wrapped in an up-to-date design to emphasize the agency's innovative agendas. The use of low tones, spaces and stylish layout were essential to the look and feel of this one-pager. Presenting the data in pies, graphs and tables makes it easier for the clients to comprehend and to get a real grasp of their financial data.

Mortgage Report - Mini Site