How might the process of collecting all of a user’s personal information be easier, accurate, and feel helpful?
Making personal financial decisions like buying a house and retiring are complicated and can be stressful. Tools like mortgage and retirement calculators can help breakdown the complexity. Our calculators are more accurate and therefore, trusted when they include all of the user’s data.
User flow on mobile from landing page to the home affordability calculator
User flow on desktop from landing page to the home affordability calculator
The calculator has a long list of inputs on the left that needed to be updated by the user for a personalized, accurate answer.
After researching various methods, we landed on including the quickstart onboarding model. This method makes answering key personal information easier through reduced friction. We ran multiple iterations through user research to understand initial impressions, usability, comprehension and level of trust in the tool. We also ran A/B tests to see if it increase the bounce rate, time on site and CTR.
The design proved to decrease bounce rate, drop off, increase engagement and increase trust in the answer. In user testing, we found that the new onboarding experience was easier (than a long list of inputs that were easy to igore), provided a more accurate answer and felt helpful. We continued to test new iterations and copy options in an effort for continuous improvement.
New mobile user flow with onboarding
Desktop Onboarding Design