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