Improving the mortgage journey

Turning hesitation into action in the mortgage journey

The challenge

While Independer is a leading platform for comparing financial products, they noticed a gap in their mortgage journey:
visitors showed interest, but rarely booked a follow-up appointment. Why?

The team wanted user feedback for the design sprints:

  • What holds potential homebuyers on Independer back from booking an appointment?
  • What are they missing in the mortgage-shopping journey?
  • What do users need to feel confident enough to book an appointment?
  • How can Independer turn that insight into a better experience?

The outcome

The team used the insights in the  focused design sprint to improve the mortgage journey. The session revealed three key areas where users needed more clarity and connection:

  • Trust in the advisor – Who will I talk to? Is it really independent advice?
  • Clarity in the process – What happens after I click “book an appointment”?
  • Feeling personally understood – Does this platform get my situation?

These findings helped Independer rethink how they communicate, turning user hesitation into confident next steps.

The nitty gritty

  • 1 session
  • People orienting online to buy a house
  • Task-based research
  • 5 questions on mortgage (results) pages
  • Focus on needs and pain points

Talk to our experts on this story

Talk to our expert on this story

Improving the mortgage journey

Turning hesitation into action in the mortgage journey

The challenge

While Independer is a leading platform for comparing financial products, they noticed a gap in their mortgage journey:
visitors showed interest, but rarely booked a follow-up appointment. Why?

The team wanted user feedback for the design sprints:

  • What holds potential homebuyers on Independer back from booking an appointment?
  • What are they missing in the mortgage-shopping journey?
  • What do users need to feel confident enough to book an appointment?
  • How can Independer turn that insight into a better experience?

The outcome

The team used the insights in the  focused design sprint to improve the mortgage journey. The session revealed three key areas where users needed more clarity and connection:

  • Trust in the advisor – Who will I talk to? Is it really independent advice?
  • Clarity in the process – What happens after I click “book an appointment”?
  • Feeling personally understood – Does this platform get my situation?

These findings helped Independer rethink how they communicate, turning user hesitation into confident next steps.

The nitty gritty

  • 1 session
  • People orienting online to buy a house
  • Task-based research
  • 5 questions on mortgage (results) pages
  • Focus on needs and pain points

Talk to our expert on this story

Talk to our expert on this story