LP Loan Planner
Brand Strategy
Campaign Strategy
Content Strategy
Conversion Rate Optimization (CRO)
Custom Icons, Illustrations & Infographics
Customer & Product Mapping
Customer Experience Strategy
Data Visualization
Design System Architecture
Design Thinking Methodology
Email Campaigns & E-newsletters
Ideation & Rapid Prototyping
Information Architecture (IA)
Naming
Persona Development
Product Design (SaaS, PaaS)
Red Route Identification
Scalable Design System
Social Media Campaign
Strategic Creative Direction
Task Analysis
UX/UI (User Experience, User Interface)
Usability Testing
User Feedback Integration
User Journey Mapping
WCAG & ADA Compliance
Web Application
Website Strategy
Wireframes
The LP Loan Planner™ revolutionizes the mortgage loan industry allowing a loan officer to present loan options in a completely virtual environment while engaging with their customers from anywhere in real-time.
Real-time virtual presentation of home buying options to customers anywhere in the world.
The LP Loan Planner™ web app allows mortgage loan officers to easily walk their customers through complicated loan variables, fees, and costs in virtual, real-time environment through their desktop, laptop, or mobile device. All graphs and data visualizations throughout the web app are dynamic and will update automatically as the loan officer adjusts their numbers. This flexibility allows loan officers to engage with their customers, while quickly updating their client’s options as new information becomes available during a meeting. What makes this web app so unique is the real-time presentation on the customers device, allowing them to review the adjustments and make more informed decisions quickly.
Increase your loan capture rate by 62% by using LP Loan Planner™
Filled with features to streamline workflow and increase productivity for the entire team.
LP Loan Planner™ is packed with fantastic time-saving features for the busy loan officer to streamline their workflow. This web app features autosave, in-presentation notes, adjustable cost-factor variables, and a real-time focus indicator so the customer can follow along with their loan officer during a virtual meeting. LP Loan Planner™ was built to enhance internal collaboration and process—allowing loan officers to invite their entire team onto the platform with varying levels of permission to help with meetings and presentation management.
Ensuring a cohesive product experience, from a customer’s first interaction to their last.
No SaaS product is complete without a marketing site to help increase sales and boost the product adoption. And one of the most important aspects of a successful product marketing site is ensuring that the customer has a cohesive brand experience. Let’s Plan is no exception and includes a fully custom Ecommerce WordPress site designed to align with the Let’s Plan brand and market an entire family of SaaS digital products, including LP Loan Planner™. Every aspect of the WordPress site aligns with the Let’s Plan brand, including a custom Woo Commerce subscription-based shopping cart experience ensuring the customer has a consistent brand experience from start to finish.
Thoughtful strategy is essential to provide the ideal user journey and onboarding experience.
The LP Loan Planner™ web strategy and user journey mapping took into account multiple user personas that each interacted with the product in unique ways. The Loan Officer user journey alone was extensive and required careful crafting to ensure the most streamlined experience possible through every touchpoint. Guiding the loan officer from the initial point of engagement on the WordPress Marketing site through the subscription checkout process, and finally through onboarding and walkthrough tutorial of the LP Loan Planner™ product required extensive strategy and journey mapping. However, the shared journey between the loan officer and their customer during the virtual meeting was by far the most intricate, requiring a shared product experience between two users while at the same time meeting each user’s individual needs. While the loan officer required large amounts of user interface controls and complex features to communicate and guide the meeting effectively, the customer needed the interface to be clean, simple, and free from distractions in order to focus on the content.
