SITE REDESIGN | VA LOAN CAPTAIN: PATRIOT PROGRAM
Empowering low-tech Realtors to acquire new leads

 

WHAT IS IT: The Patriot Program understands veterans and their home buying needs, and for a subscription fee offers tools and templates to help Realtors market themselves to veterans. 

PROJECT TERMS: Freelance, working with a trio UX/UI design team

 

MY ROLE:
UX Designer;
Information Architect &
Content Strategy Lead;
Project Manager


The Challenge: Realtors need to feel confident using the Patriot Program tools to reach new veteran leads and manage client acquisition campaigns 

original Patriot Program toolkit

original Patriot Program toolkit

  • Understand the realtor and her motivations in subscribing to the Patriot Program via user research

  • Help the realtor to understand all resources available through information architecture

  • Increase realtor's proficiency in creating marketing campaigns through content strategy

  • Boost realtor's confidence and leads = increased value & ROI of the Patriot Program subscription

 


User Research: Our user Betty is a licensed Realtor motivated by acquiring new leads

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PERSONA

54 y/o Realtor with limited knowledge of digital marketing  

PAIN POINTS: what site tools are available, how to use them 

GOAL: ROI by acquiring more veteran leads 

TOOLS USED

  • User interviews with current site users, realtors, and
    military home buyers

  • Contextual inquiry with current site users

  • Published statistical reports

  • Competitive analysis

  • Empathy maps


Content Strategy: Realtors want to learn social media marketing; headlines incentivize action

  • 91% of Realtors use social media, but only 9% use it to market their business (NAR, 2016)

  • 68% want to learn more about Facebook (NAR, 2016)

  • 92% use email, 90% phone to contact (Buffini, 2014)

  • 14.1% links in opened emails get clicked (Placester, 2015)

TURN RESEARCH INTO CONTENT

  • Prioritize social media marketing

  • Goal-oriented headlines emphasize value for Betty

  • Clear incentives followed by simple buttons encourage Betty to take action


Information Architecture: Site structure streamlined to highlight essential tools available

SITE MAP REDESIGN

  • Organize pages by action to emphasize how using the tools can personally help Betty get more leads

  • Cut 8 pages to streamline navigation

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ACTION ORIENTED SITE

  • Hierarchy of tools driven by research and utility: priority on "promote my website" to encourage realtors to reach new audiences and acquire new leads

  • All tools are available from the home page and
    persistent side navigation


Heuristics: New copy and visual design to create a consistent, easy experience

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Visibility of System Status: Providing Betty with an interactive step-by-step so she knows where she is in the process

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Error Prevention: Providing sample content so Betty knows exactly how to market her website without room for error 

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Consistent language: Using familiar realtor lingo and consistent wording to give Betty a sense of ownership and understanding


Final Deliverable: A website designed to help Betty feel confident in her capabilities acquiring and managing new leads