Experiments

3 tests in various states

Test simplified income question on mobile /refinance

in progress
Hypothesis: Mobile completion drops 28pts at the income question. A simplified range picker should recover completions.
Baseline: Mobile completion 42% / desktop completion 71%
Change: Replace the 6-field income form with a 4-option range picker on mobile only. Desktop unchanged.
Primary metric: Qualification-form completion rate (mobile)

Add pre-qualification disambiguation question to chat

testing
Hypothesis: Asking "Are you looking to refinance, get a HELOC, or something else?" upfront should route conversations more efficiently.
Baseline: 58% completion / 22% abandonment
Change: Add gated first question on landing chat: 4 quick-select buttons.
Primary metric: Conversation qualification-complete rate

Deliver weekly executive summary to brokerage owner

monitoring
Hypothesis: The brokerage owner benefits from a structured Monday morning summary; currently pulls it manually.
Baseline: Ad hoc pulls, ~2/week
Change: Auto-generate + email a 1-page executive summary every Monday at 7am ET.
Primary metric: Owner engagement with dashboard
Result: Rolled out — engagement lift TBD.