Situs AMC

Servicing Portfolio Management

About

SPM, or Servicing Portfolio Management, is an internal product that generates reports based on loan servicing data. SPM belongs to the network of other SitusAMC products that create robust solutions for the secondary mortgage market.

Testimonial
Kimberly Horton
Project Manager at Situs AMC
"Glyphworx has been a reliable partner for us in our application development. With their support, we were able to deliver high-quality services to our customers. "
Problem
  • 1 There was no consistency in the design between SPM and the other 12 applications.
  • 2 The products serve strictly practical purposes, so user experience was never a priority
  • 3 The training process for new clients took more time than initially anticipated.
  • 4 The product had usability issues.

Research
3

Interviews Conducted

Three primary users were interviewed for about 30 minutes total, which helped to extract the main pain points.

2

User Personas Created

One user persona represented the current employee, and the other persona represented the potential future client.

5

Pain Points Extracted

The pain points included discrepancies between the same pages in different applications, inconsistent design between applications, usability imperfections, outdated folder management, and the absence of a dashboard

Mockups
Our Impact
  • 1 Up to 10% increase in user productivity.
  • 2 Up to 5% increase in the accuracy of the generated reports.
  • 3 Reduced cognitive load when using several applications.
  • 4 Reduced training time.
  • 5 Increased job satisfaction.

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