Case Study: FocusIT streamlines mortgage CRM usability with Iteration Group

FocusIT streamlines CRM with Iteration Group in 3 key screens

Iteration Group was engaged by FocusIT to improve the usability of its Pulse CRM software for mortgage professionals. The challenge was to streamline the cluttered interface, which had become inefficient due to years of add-ons, in order to reduce redundancies and the number of clicks required for common tasks.

Iteration Group conducted user and stakeholder interviews to identify key issues and opportunities. They then redesigned key screens, eliminating unused features and adding new ones based on feedback. After iterative testing and refinement, the vendor delivered final annotated wireframes and UI designs that exceeded expectations and were ready for development by the FocusIT team.

FocusIT