Experience mapping looks at your customer’s end to end experience with your brand to identify areas ripe for improvement and innovation. We use this Miro board to uncover what customers are doing, thinking and feeling throughout their journey.

• Educate outside agent on the process

• Set client expectations early

• Educate client on what Mortgage Success is

• Educate client on why refinancing is a good option

• Show a success screen that informs client of their pre-qualification and introduces Mortgage Success agents, with ability to book an appointment