Tracy Yau

NMLS Phase 1

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Phase 1 Objectives

Collaborate with CSBS to design an intuitive, cohesive NMLS interface, establishing standards for typography, colors, layout, navigation, and 508 compliance while laying the foundation for a user gateway.

Focus

  • Simplifying the account login process to enhance self-service features, such as NMLS ID retrieval, security question/answer management, and recovery email address updates.

  • Enabling account consolidation for users managing multiple accounts.

  • Improving the individual record creation process to minimize duplicate or invalid entries.

Key Results

  • Improve the login process to enhance user satisfaction.

  • Reduce task completion time for users performing multiple roles/functions.

  • Lower call center volume by addressing username and password issues.

  • Enhance data quality with additional checks and validations during record and account creation.

  • Minimize duplication of individual records and reduce data fix needs.

High Fidelity Design

Informative Modals

Account switching and updating

 

 User Feedback

At the NMLS 2024 annual conference, we presented mockups to industry stakeholders for real-time feedback.

Interactive feedback with the Stakeholders at the Annual 2024 NMLS Conference