case study
PERL Mortgage
Perl Mortgage is a leading national independent correspondent lender headquartered in Chicago. They have over 400 highly qualified employees company-wide and are licensed in 33 states and growing nationally.
analysis
Purchasing a home is an adventure; one that should place an emphasis on the excitement and minimize the risk. This is what Perl Mortgage lenders do: they allow people to stay in the know during their loan process. When we met with them, they expressed interest in staying close to their motto: “At PERL, we’re with you every step of the way.” They also wanted to expand their customer reach and truly stand out as a company as ONCE Interactive.
We decided that the best way to do that was to create a custom module for them on their website.
This would allow two things: • Forge a bond between the company and their customers. • Expand their reach by way of dispelling doubts on the products that PERL offers.
process
first things first
Our first step was to perform an in-depth investigation into what PERL offers. We quickly realized that as a full-service lender, PERL had access to a wide range of loan products and could easily find competitive rates and programs that fit the unique needs of each person. Our focus then shifted to their potential clients. We asked ourselves the following questions: • What mortgage questions could they have? • What programs might they qualify for? • Did they have a specific goal for their lending application? • What could PERL do to make the process easier?
process
1Clear and detailed information about the services and products that PERL offers.
2Improved marketing funnel that draws customers in and helps to build trust.
3Clean and effective design that leaves no room for confusion.
design
Interact with Us
This process was a result of developing a close relationship with PERL Mortgage. It involved consistent feedback and a comprehensive process of trial and error. Our commitment to results and client satisfaction produced a highly effective custom module that serves both PERL and their potential clients.
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