Smart Mortgage Form Optimization
Stan Abara
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Posted Sep 27, 2024
I recently worked on a project to optimize fact-find forms for finance & mortgage brokers. The goal was to reduce form abandonment and improve the user Exp
I completed a project that transformed the way independent mortgage brokers handle their fact-find forms, reducing form abandonment and improving user engagement. Using smart logic, I minimized unnecessary questions, added page breaks for a better user experience, implemented exit-intent pop-ups to avoid accidental exits, and introduced auto-save so users never lose their progress. This resulted in higher form completion rates and smoother client interactions. 🚀
Key Project Features:
✅ Smart Logic – Only show relevant questions, cutting down on form fatigue.
✅ Page Breaks – Simplified layout, reducing overwhelm for users.
✅ Exit-Intent Pop-Ups – Ensure users don't accidentally leave the form unfinished.
✅ Auto-Save – Automatic data saving so users can pick up where they left off.
✅ Abandoned Form Reminders – Follow-up reminders for incomplete forms to drive conversions.
Need to optimize your mortgage forms?
Need to optimize your mortgage forms for better conversions and a smoother experience? Let’s work together to make it happen! 🔑💬