Jot Notary
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Overview
Role: Product Designer
Skills: IA, User Research, Usability Testing, UI/UX
The objective of this project was to create a proprietary signing platform seamlessly integrated into Endpoint’s closing services, enabling a end-to-end fulfillment of real estate transactions. The team worked closely with users to deliver a pleasant and modern gig-economy experience, empowering them as business owners and professionals.
Understanding the user journey
Before establishing a product roadmap, the team conducted generative interviews with notaries who had worked with Endpoint. Product and Design jointly identified pain points and opportunities, as well as business implications.
Creating a user journey provided the team a reliable baseline that informed product requirements, as well as future roadmaps.
Early exploration
Information architecture
The notary platform was divided into 3 “workspaces” where notaries could view their upcoming signings, incoming offers, and past completed signings and address the following needs:
Easily navigate to and find details for an upcoming signing
Make rapid decisions to accept or reject an incoming offer
Review completed signings and payment statuses
Lo-mid fidelity explorations
As notaries are usually on the move, the team opted to design responsively across desktop, tablet, and mobile devices, trying out various templates to house the final designs.
Each step of design’s explorations underwent peer reviews, engineering feasibility consultations, and product requirement updates.
Usability testing & iterations
Once the MVP user flow and designs were defined, usability tests were conducted to validate UX assumptions. It revealed additional areas of confusion and friction points to further address. Of the several feature iterations, the counter offer flow was the most critical re-design to highlight.
Counter offer flow
Problem
The counter offer feature was a key user flow that gave autonomy and ownership to Jot notaries by allowing them to negotiate fees for their notary services. However, testing showed that the counter nested within a ••• ellipses menu lowered discoverability.
Resolution
Nested countering into Decline flows, simplifying the user response flow and making it easier for notaries to counter.
Product launch & business impact
The Jot Notary platform has stayed true to its objective to create a pleasant, empowering mobile signing experience for and by notaries.
After a pilot launch, new feature updates were planned for an official product launch in Q1 2023. The team continued to work with a growing base of notary users.
Final designs
Within 1 year of pilot launch…
2.2K notary users in 50 states
Increasing from the initial 150 notary users in Washington and California
$483K business volume handled in 2023
Increasing from $78K initial volume
$3.5M expense reduction opportunity
With market share increases and Jot absorbing internal and outsourced signing volume