From research
to a working prototype.
Helping brokers and loan officers order a verification and reach payment. Funnel analysis, data limitations, and four interface changes to test.
High drop-off.
Causes still unconfirmed.
The most visible loss within the product occurs before Your Information Completed. However, the event sequence differs from the form layout, so the causes still need to be validated.
View the analysis and limitations →after opening the Dashboard
Borrower Information
Original funnel data. These figures are not experiment results.
The reasoning behind every decision.
Read the assignment ↗Four research chapters to read: original observations, calculations, assumptions, and hypotheses.
- 01Part 1
Funnel analysis
Where users drop off, what the interface shows, and what the data cannot yet explain.
- 02Part 2
Financial assumptions
Scenarios for +1, +3, and +5 percentage-point improvements, pricing, and calculation limits.
- 03Part 3
Recommendations
Priorities: validate analytics, investigate Dashboard completion, then payment.
- 04Part 4
Hypotheses and experiments
Four primary variants, additional tests, and rules for evaluating the outcome.
One journey. Five variants.
Primary hypotheses EXP-01–04Start with the original page and switch variants in the review toolbar. Entered data is retained while you compare. Each variant lets you complete the form and open the payment demo.
| Variant | Change | Try it |
|---|---|---|
| A | Original pageA long form without a progress indicator. Continue is at the end of the form. | Open |
| EXP-01 | Sticky ContinueContinue is always visible at the bottom of the screen. Field order and content are preserved. | Open |
| EXP-02 | Step-by-step formTwo steps with completion statuses. Continue stays at the end of the second step. | Open |
| EXP-03 | Steps + sticky actionTwo steps with completion statuses and an action panel that stays visible while scrolling. Combination of EXP-01 + EXP-02 | Open |
| EXP-04 | Progress indicatorThe progress indicator stays in a panel at the bottom of the screen. The long form and Continue are preserved. | Open |
Success means completing payment. Primary metric: Dashboard → Payment Completed. The changes remain hypotheses; measuring their effect requires validated analytics and controlled tests. EXP-05–08 are documented as possible follow-up tests.