UX improvements and customer success: make your forms fill themselves

Estated
Estated
Published in
3 min readJan 25, 2018

Not only customers, but your internal users too.

Redundant data entry is wasting time for your admin staff and customers. Manually locating and entering data for each quote, report, application, customer account, etc. is not a sustainable process. Same goes for old school things like mortgage applications and quote forms on the customer side. Why not speed things up?

Note: This process works exceptionally well if your workflow is reliant on entering a property address

Solution:

Build automated data entry into your workflows. Estated Data offers an automated property data solution to supplement your data and populate your documents. You can use Estated Data as your sole automated data source, or you can combine it with multiple APIs which offer various categories of data.

Benefits:

  • Populate fields with the right content
  • Remove human error
  • Ideal for both client-facing and internal applications

Data entry is tedious but fundamental. It can be time-consuming but must be done correctly and quickly. Manual entry is prone to both error and low pace of completion; a tough trade-off considering the equal importance of accuracy and efficiency.

Companies are taking action against data entry accuracy issues through data validation, text prompts, input masks, and other tools to limit errors. Efficiency is not addressed as easily, however, without referring to automation.

Employee workflows

Why you should consider pulling data from verified sources to speed up your tasks:

  • Eliminate repetitive tasks
  • Minimize time wasted
  • Improve data accuracy

It’s possible to build a chain of data entry processes from one or several APIs. This can speed up your form entry process by letting the software do the work, and even remove human error from the process. Companies who identify the need for automating their data entry process will save several hours per week.

Increase your conversion rate by 160%+

On the front-end, speeding up form entry will lower your bounce rate and therefore increase conversions by removing friction. You can auto-fill plenty of fields using external data. We’ve seen users successfully pull income, employment, and other details from external sources to auto-fill into user forms. The goal is to save the user time on signup and keep them engaged.

Sourcing property and ownership data

Our area of expertise is property data. You simply need to integrate our API into your application with an address submitted as the query, and our API will return the rest. We offer a vast array of data related to the property depending on what you need. Estated also guarantees the highest level of accuracy from trusted data sources.

Extensive list of data points available for automated data entry

Our users like to pull home details like bed/bath count, square footage, home value, owner name, owner mailing address, and recent sale date. This saves time on data entry and also verifies the information for the employees.

All of the components below are datasets with an array of related data points associated. For a full look at our available data, click here.

The high-level categories which drop down into 250+ fields of data

Conclusion

Save everyone time by auto-filling details on your employee platform and your front-end funnel. For more info on our API and how it might work for you, take a look here.

Let me know in the comments what you think about implementing this in your own product.

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Estated
Estated

providing accessible property data for all | estated.com 🏡