Callpusher
Making Loans a call away
Callpusher
Making Loans a call away
Callpusher
Making Loans a call away
ROLE
Sr. Product Designer
COMPANY
EPCVIP
INDUSTRY
Advertising Services
YEAR
2023
RESPONSABILITIES
Design Audit
Visual Design
Research led project
Mapping business goals
Establish design collaboration
UX Writing
Overview
Why did we take CallPusher in-house?
Partner's struggles to deliver a functional app
Data Sensitivity and User Friction
High level goals
Purpose of call pusher:
Addressing the user pain point of difficulty applying via our website due to technical issues or concerns.
Multi-Channel Strategy: Opening up a fresh channel for traffic beyond just the web interface.
Research process
High-Level Overview of the Process
Gathering Requirements (Wireframe/User flow)
Designing User Experience (UX/UI)
Architecting Technical Solutions
Creating Team & Allocating Tasks
Ensuring Testing and Quality Assurance
Tracking and Resolving Issues
Key takeaways
Google Auth: Offers agents a quick, temporary solution that is easy to implement and use while bypassing time-consuming authentication processes, ensuring security and convenience.
SCS Lookup: Allows the agent to quickly locate previous leads tied to a phone number, enabling the confirmation of existing information rather than requiring the re-asking of questions.
English or Spanish AdChain: Offers two distinct versions of AdChain to allow for a more personalized user experience, catering to diverse needs and preferences.
SCS PreRegister: Digests the lead information to generate a one-click submit URL, providing a convenient method for the individual on the phone to complete the process quickly.
Multiple Ways to Share the URL: It provides users with various options for sharing the URL through SMS and email, with a fallback option of a simple URL and accompanying code for increased accessibility.
Making decisions
We started with a minimal, simple application as a proof of concept. If it reaches a predefined KPI, we will hire and assign a dedicated team to this project.
Flexible, and we could add easy other vertical/offer
Looked up
An innovative way is to fall back to sharing the URL
Tracking using agent sub id with data lake
Impact & outcomes
Let's have a virtual coffee to talk about design.
Let's have a virtual coffee to talk about design.
Let's have a virtual coffee to talk about design.
Overview
Why did we take CallPusher in-house?
Partner's struggles to deliver a functional app
Data Sensitivity and User Friction
High level goals
Purpose of call pusher:
Addressing the user pain point of difficulty applying via our website due to technical issues or concerns.
Multi-Channel Strategy: Opening up a fresh channel for traffic beyond just the web interface.
Research process
High-Level Overview of the Process
Gathering Requirements (Wireframe/User flow)
Designing User Experience (UX/UI)
Architecting Technical Solutions
Creating Team & Allocating Tasks
Ensuring Testing and Quality Assurance
Tracking and Resolving Issues
Key takeaways
Google Auth: Offers agents a quick, temporary solution that is easy to implement and use while bypassing time-consuming authentication processes, ensuring security and convenience.
SCS Lookup: Allows the agent to quickly locate previous leads tied to a phone number, enabling the confirmation of existing information rather than requiring the re-asking of questions.
English or Spanish AdChain: Offers two distinct versions of AdChain to allow for a more personalized user experience, catering to diverse needs and preferences.
SCS PreRegister: Digests the lead information to generate a one-click submit URL, providing a convenient method for the individual on the phone to complete the process quickly.
Multiple Ways to Share the URL: It provides users with various options for sharing the URL through SMS and email, with a fallback option of a simple URL and accompanying code for increased accessibility.
Making decisions
We started with a minimal, simple application as a proof of concept. If it reaches a predefined KPI, we will hire and assign a dedicated team to this project.
Flexible, and we could add easy other vertical/offer
Looked up
An innovative way is to fall back to sharing the URL
Tracking using agent sub id with data lake
Impact & outcomes
Overview
Why did we take CallPusher in-house?
Partner's struggles to deliver a functional app
Data Sensitivity and User Friction
High level goals
Purpose of call pusher:
Addressing the user pain point of difficulty applying via our website due to technical issues or concerns.
Multi-Channel Strategy: Opening up a fresh channel for traffic beyond just the web interface.
Research process
High-Level Overview of the Process
Gathering Requirements (Wireframe/User flow)
Designing User Experience (UX/UI)
Architecting Technical Solutions
Creating Team & Allocating Tasks
Ensuring Testing and Quality Assurance
Tracking and Resolving Issues
Key takeaways
Google Auth: Offers agents a quick, temporary solution that is easy to implement and use while bypassing time-consuming authentication processes, ensuring security and convenience.
SCS Lookup: Allows the agent to quickly locate previous leads tied to a phone number, enabling the confirmation of existing information rather than requiring the re-asking of questions.
English or Spanish AdChain: Offers two distinct versions of AdChain to allow for a more personalized user experience, catering to diverse needs and preferences.
SCS PreRegister: Digests the lead information to generate a one-click submit URL, providing a convenient method for the individual on the phone to complete the process quickly.
Multiple Ways to Share the URL: It provides users with various options for sharing the URL through SMS and email, with a fallback option of a simple URL and accompanying code for increased accessibility.
Making decisions
We started with a minimal, simple application as a proof of concept. If it reaches a predefined KPI, we will hire and assign a dedicated team to this project.
Flexible, and we could add easy other vertical/offer
Looked up
An innovative way is to fall back to sharing the URL
Tracking using agent sub id with data lake