Rate Filter UX Optimization
Redesigned the mortgage rate filtering experience to simplify loan comparison, improve decision-making, and help users find the most suitable financing options faster.
Simplifying Mortgage Rate Comparison
This UX case study focuses on improving the mortgage rate filtering experience by reducing complexity and making financial products easier to compare. Through UX auditing, information architecture improvements, and interaction redesign, the experience was optimized to help users confidently explore mortgage options while supporting business conversion goals.
Client
Coral Travel
Industry
Travel Tech
Duration
4 Weeks
Year
2023
Mortgage Rate Experience Optimization
A UX-focused redesign aimed at improving mortgage rate comparison by simplifying complex filtering logic, enhancing information architecture, and supporting faster financial decision-making.
01
UX Audit
Reviewed the existing mortgage rate filtering experience, identified usability issues, and analyzed areas creating friction during loan comparison.
02
Research & Analysis
Evaluated user needs, benchmarked mortgage comparison patterns, and identified opportunities to simplify filtering and improve information hierarchy.
03
Solution Design
Redesigned the filtering experience with clearer categorization, intuitive interactions, and improved comparison capabilities to support confident financial decisions.
Business Challenge
Mortgage products often include numerous variables such as interest rates, loan terms, APR, lender types, fees, and repayment options. Presenting this information clearly is essential for helping users compare products and complete applications with confidence.
Objectives
Simplify mortgage rate comparison
Reduce cognitive load
Improve filter usability
Support faster financial decisions
Increase application completion opportunities
Key Findings
Overly complex filter options
Confusing financial terminology
Limited comparison visibility
Poor prioritization of important loan attributes
Inefficient mobile experience
Design Recommendations
Progressive filter disclosure
Smarter grouping of financial criteria
Clear rate comparison cards
Improved visual hierarchy
Better mobile interactions
Simplified terminology