Financial Services
Mortgage calculator suite design for an online wealth service
- Location
- California, USA
- Year
- 2020
- Engagement
- Profitability Improvement: Reporting & Automation
The problem
Online savings and wealth creation service was building a suite of free tools for prospective clients. Several mortgage calculators were required for their higher-end customers. Scope included five mortgage calculation tools.
Our approach
Our team developed five excel-based tools to answer questions: 1) When to Refinance, 2) House Budget, 3) Mortgage Payment Calculation, 4) Rent vs Buy, 5) Home Equity Calculator.
Case snapshot
Functional tools were provided on website and newsletter emails
Financial Services
Measurable impact
12%
Increased email responsiveness by 12%
Financial Services
Measurable impact
30%
Increased active audience by 30% over 12 months
Financial Services