Notaries and settlement agents require a deep understanding of their roles, legal requirements, and efficient workflow management. Utilizing Software as a Service (SaaS) solutions is essential for document management, scheduling, and client information organization. Strong organizational, communication, and proactive relationship-building skills are vital. Continuous professional development ensures adaptability to industry changes and technological advancements.
My Role
As the Lead UI Designer at DocMagic, I focus on enhancing the usability of our digital products across web and mobile platforms. Collaborating closely with the product development team, I craft visually engaging and intuitive interfaces that align with user requirements. My duties encompass designing layouts, visual elements, and the overall user experience. Additionally, I create mockups and interactive prototypes to iterate and refine our designs effectively.
Process
Persona
CardslSort
Navigation
User Flow
Wireframe
Sketch
Personas
To understand about the experience of a Harley rider on the road, our team conducted multiple user interviews and contextual queries. We wanted to learn about people’s motives and behaviors so that we might synthesis this information into unique characteristics.
We determined that the main motives to go out for a ride, even if it is perilous, are unity, freedom, and exploration. We further learned that motorcyclists prefer to have a list of places to visit and books to read while traveling.
Chiara
Notary
Age: 39 | Education: Associate degree | Hobby: Cooking, Travel
Chiara is a notary who has been trained and certified to witness the signing of important documents and to verify the identity and willingness of the person signing the document. She is a responsible and reliable professional who takes her role as a notary seriously.
Chiara is committed to following all of the laws and regulations that govern the practice of notarization. She maintains a strict code of ethics and ensures that all of her notarizations are conducted with the highest level of integrity and impartiality.
Pains / Problems
• Failing to require the signer to appear.
• Failing to properly record notarizations in a journal.
• Failing to properly identity a signer.
• Making mistakes on the Notary certificate.
Gains / Goals
• Obtain documents in digital format
• Be able to have a better way to sign documents
• Consolidate the documentation in one single folder
• Have quick access to all the document approved
Anthony
Settlement Agent
Age: 32 | Education: Bachelor Degree | Hobby: Soccer, Tennis
Antony is a highly skilled and experienced settlement agent who has been working in the real estate industry for many years. He is known for his expertise in handling the complex legal and financial aspects of real estate transactions, and for his ability to navigate the often-difficult process of transferring ownership of a property.
Antony is a detail-oriented and organized professional who is always prepared for any challenge that may arise during a real estate transaction. He works closely with his clients to ensure that they are informed and comfortable throughout the process, and he is always willing to go the extra mile to make sure that the transaction is completed smoothly and efficiently.
Pains / Problems
• Collect documents.
• Identify buyers.
• Digitalize the documentation.
• Schedule events.
Gains / Goals
• Digital Calendar to share.
•Better identification process
• Only one platform
• Virtual legal meeting
Problem
Notaries and settlement agents may face challenges adhering to strict guidelines and deadlines, navigating complex legal requirements, coordinating with other professionals and managing workloads effectively.
The process of notarization and real estate transactions can be complex and time-consuming, and it is important for notaries and settlement agents to be able to manage their time effectively in order to meet the needs of their clients.
User Flow
Simplification Process
As a designer, simplifying a design can lead to increased user engagement and satisfaction, as it makes it easier for users to understand and navigate. Furthermore, it also leads to cost savings for the company by requiring less development time and resources. This results in a more positive user experience, and can be seen through the before and after examples below.
BEFORE
AFTER
eClose Dashboard for Settlement Agent
Designed from scratch
This sleek and intuitive design serves as the landing page for the agent, providing a comprehensive overview of the current status and progress of all open loans and clients. By giving the agent quick and easy access to all the necessary information, this design streamlines the loan management process and ensures that all clients are kept informed and up-to-date on the status of their loans. With its clean and organized layout, this landing page is an essential tool for effectively managing and tracking all open loans and clients, making it a vital component of any loan management system.
Single Sign On (SSO) Administration
Designed from scratch
A user-friendly and intuitive interface to provides a convenient and secure way for users to access multiple systems and applications, while also simplifying the management of user accounts and access permissions for IT administrators.
Publishing Universe Tools
Designed from scratch
An internal software streamlines the process of updating client accounts for single clients with changes to fields and custom requirements at the software’s core level. It simplifies the process, reduces manual errors and saves time with an intuitive interface for efficient and reliable management of client accounts.
