Case study

Custom software

Custom software

Main image for UpEquity project - case study

Upequity

UpEquity is a tech-enabled mortgage platform that is disrupting the U.S. mortgage lending marketplace by providing cash offers for today’s homebuyers. The company was created out of a passion to solve the broken and outdated homebuying process. UpEquity empowers customers to close offers fast by leveraging its proprietary combination of free cash offers, automated underwriting, and low mortgage rates.
Main image for UpEquity project - case study

The UpEquity team has reinvented the mortgage process to shift
the economics in favor of the borrower, while making the entire
home buying experience easier, faster, and more streamlined.

The UpEquity team has reinvented the
mortgage process to shift the
economics in favor of the borrower,
while making the entire home buying
experience easier, faster, and more
streamlined.

Rocket launch svg/icon
+72.26%
New visitors
Rocket launch svg/icon
+109.96%
Returning visitors
Tennis ball bounce svg/icon
-69.21%
Bounce rate
Arrow hits center of target svg/icon
+35.57%
Goal conversion rate

Our vision for product upgrade

The objective of the new website was to create an optimized wizard workflow to navigate realtors or borrowers toward filling out an application or scheduling a call and increasing overall conversions. The redesign of the website offered a sleek, simple, light, and easy-to-use user experience with the ability to simplify the customer’s flow into just a couple of clicks.
Kodius' mockup of UpEquity page; development phase; project vision preview
Kodius' mockup of UpEquity page; development phase; project vision preview

Development phases

Development process diagram for UpEquity project
Development process diagram for UpEquity project

Stack

We used Vue.js/Nuxt with Server-side Rendering. The main benefit was Vue.js’s robustness and speed with the added spin of Nuxt’s Server-side Rendering, which took it a step forwards and made it all the more SEO friendly and snappier.
This allowed UpEquity’s team to still use their old content management while allowing us to create a visually attractive, robust, elegant and appealing solution.

Before

After

afterbefore

Slide to see the website before and after redesign

Design

The existing UI was lacking the brand’s key features. However, we didn’t ignore the previous structure, but carefully inspected the old layout, trying to understand how users use each element, and built our design on top of it. In addition, stakeholders wanted to incorporate UpEquity’s brand guidelines: signature colours (sky blue, teal and sun gold yellow), font (Montserrat) and the brand’s ‘’feel’’: empowering, trustworthy and forward-looking.
The UpEquity service is based on providing their clients straight-forward, easy and stress-free experience of buying, selling or trading up real estate, and providing refinancing. Those functions were laid out on the landing page, creating a visual flow of supporting images and information, broken down into service groups. In order to decrease endless scroll, we used links in header to connect them to the matching section on the landing page.
We carefully selected images with an authentic look - images with natural and bright tones, set in real-life settings, depicting a family atmosphere.’’For Agents’’ was created as an additional page, in order to separate two types of clients, buyers/sellers and agents. The intention was for agents have quick access to all the information they need. Special attention was given to the UX and UI design of the Wizard - custom made user-friendly flow, connecting users and stakeholders.
Kodius' breakdown of vital information into service groups for UpEquity page; design section
Kodius' breakdown of vital information into service groups for UpEquity page; design section
Kodius' selected images for UpEquity page; design section
Kodius' selected images for UpEquity page; design section
Kodius' breakdown of vital information into service groups for UpEquity page; design section
Kodius' breakdown of vital information into service groups for UpEquity page; design section

Wizard

End users deserve special attention and this Wizard’s intention was getting to know them and their needs with the goal of offering the perfect solution! The wizard site launches with a greeting message and a CTA button. Following that there are questions to precisely get to know what the user seeks. Depending on their persona - agent, buyer, or if they’re in search of refinancing - further questions open up and are displayed to the user. The goal is to optimize the experience and engage the user!
Users can easily jump back to the landing page via the header - by clicking on the UpEquity logo, and on the right hand side there’s a personalized greeting message (if the user has answered the first question). A clean and minimal interface makes it easy for the user to know what to do. Big black text on white background is the safest way to show them what is important and what their eyes should gravitate to. You should always make sure that the text is easy to read, and that the actions are effortless to find and use. The form displays detailed questions about the user’s current needs and wants and then leads them to various different actions. The collected data is then used by UpEquity to prepare for an incoming call, meet, or to prepare an offer.
Users need to be aware of what happens at what time so it is always a great idea to show them visually how far along they are in the process. The right side of the screen, below the icon showing the current topic, shows the progress of previously answered questions so that the user can keep track of their steps. After completion, the user gets to choose the wanted action (scheduling a call or a meet, getting more info via email, or applying for an offer). While scheduling a meet or a call with the agent, the reservation of the available timeslot on the wanted date is painless and intuitive - handled with a visually pleasing date-time picker. The user is offered an overview of the available dates and available time slots on a particular day. After picking a time slot, both the user and the agent will get a confirmation email for the appointment. Scheduling events has never been more easier!

Schedule a call

Start the application

Case study testimonial double quotes icon
I was so impressed at their ability to understand our rather unique and niche business to the effect that they were able to give us support on the design and communications side of things, and not simply on development.
Portrait photo of Aaron Diek
Aaron Diek
VP Sales and Partnerships
UpEquity case-study featured blog image
business
Offshore software development
UpEquity case-study featured blog image
Often seen and advertised, it consists of offshoring the software development process to a country with lower production costs so as to decrease your business' expenses.

This company has been building a better way to buy a home and getting people into their dream homes since 2019.

UpEquity has been building a better way to buy a home and getting people into their dream homes since 2019.

Kodius' mockup of UpEquity page; depicting a family atmosphere
Kodius' mockup of UpEquity page; depicting a family atmosphere