We’re excited to announce that we’ve just wrapped up a project with FocusIT, the largest provider of CalyxPoint Hosted Service in the country and innovator of the Mortgage CRM, Pulse.
Pulse is a premium customer relationship management software for loan officers and other mortgage industry professionals. It provides robust marketing and lead management tools.
The Pulse Team came to Iteration Group with the goal of making the product easier and more efficient to use and, in so doing, helped expand its user base to include loan officers. This meant that existing screens would need to be streamlined to reduce redundancies and to emphasize the most important features.
In addition to streamlining workflows and making the system more intuitive, the FocusIT team asked Iteration Group to help drive customer engagement (afterall, it is a customer relationship management software). Iteration Group collaborated closely with the FocusIT loan officers, loan processors, and customers to identify critical touch points and put together a plan of execution on how to optimize them. As a part of this initiative, we also created e-mail templates that were tailored to customers’ needs and motivations.
After many iterations, we validated the designs with real users who expressed that the new designs exceeded their expectations. The designs are currently in the hands of the FocusIT’s development team and is set to launch later this year.