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ReliaMax Conversion Flow

ReliaMax faciliates the conversion process of student loan portfolios. Part of that process involves informing the borrowers that their loan is switching lenders. Utilizing a Hubspot workflow process, I was able to automate the messaging conducted between our servicng team and the borrowers.

Company: ReliaMax

Role: UI /UX

Year: 2017

ReliaMax Conversion Flow Wireframe

To make sure we were on the same page with the timing of messaging distribution, I would create a detailed workflow of the steps of the borrower in relation to the messaging that is being delivered.

ReliaMax Conversion Flow Wireframe

To make sure we were on the same page with the timing of messaging distribution, I would create a detailed workflow of the steps of the borrower in relation to the messaging that is being delivered.

ReliaMax Hubspot Landing Page/Form

In some instances, the pre-conversion process included info gathering of borrowers.

ReliaMax Hubspot Landing Page/Form

In some instances, the pre-conversion process included info gathering of borrowers.

ReliaMax Thank You Redirects

Once the forms were filled out, the forms would redirect to a thank you page followed by an email.

ReliaMax Thank You Redirects

Once the forms were filled out, the forms would redirect to a thank you page followed by an email.

ReliaMax Email Notification

The workflow automation would capture the name and use a smart token to release an email towards the borrower. 

ReliaMax Email Notification

The workflow automation would capture the name and use a smart token to release an email towards the borrower. 

ReliaMax Print Infographic

On the day of the conversion, welcome packets are sent via postal service which includes an infographic that gives step-by-step instructions on how to register for your account.

ReliaMax Print Infographic

On the day of the conversion, welcome packets are sent via postal service which includes an infographic that gives step-by-step instructions on how to register for your account.

ReliaMax Registration Landing Page

The final part of the workflow would involve sending an email to the borrower with detailed instructions for the registration process.  

ReliaMax Registration Landing Page

The final part of the workflow would involve sending an email to the borrower with detailed instructions for the registration process.