Loanwise
Boosting Productivity and Insight Across Mortgage Investment Portfolios
TEAM
UX designer, PM
TIMELINE
2022
PROJECT OVERVIEW
The mortgage investment process depends on close coordination between investors, Mortgage Administrators, and brokers. Our client envisions a unified digital platform to discover, negotiate, and manage mortgage investment opportunities in one place.
MY ROLE
UX Designer
COMPANY
47billion
I led the end-to-end design of the entire portal and collaborated with the project manager and senior designer to shape the overall design strategy.
Offer negotiations occurred through disparate communication channels, with no centralized mechanism for tracking status.
PROBLEM STATEMENT
Negotiations between investors, mortgage administrators, and brokers were conducted outside the platform through email and phone correspondence, resulting in limited visibility into offer status and delayed decision-making.
Users
Ryan Coleman
Broker
GOALS
Manage multiple properties
Negotiate with investors/Mortgage Admin with ease
Laura Bakker
Principal Broker
GOALS
Manage multiple properties and agents
Negotiate with investors/Mortgage Admin with ease
Emma Visser
Investor
GOALS
Find profitable properties to invest in
invest on mortgage loans
Sophie Janssen
Mortgage Admin
GOALS
Find profitable properties to invest in for investors
Manage multiple investors
Negotiate with brokers with ease
Information Architecture
We developed the information architecture for the mortgage product with a focus on usability and clarity. Through thorough analysis of user needs and business requirements, we created an intuitive structure for the product's content and functionality.
This is Information architecture for Mortgage Admin.
Hi Fidelity
OPPORTUNITY LISTING
Opportunities are properties which are listed. The layout features an organized grid-style display of properties, accompanied by intuitive filter options for users to refine their search criteria. The design prioritizes visual elements, such as high-quality property images and brief descriptions, to provide users with a quick overview of each listing. Convenient filter options are available, allowing users to refine their search based on specific criteria such as location, price, GDS, and TDS.
OPPORTUNITY DETAILS
The Opportunity detail page is designed with a focus on the "Send Offer" section, which remains fixed even while scrolling, ensuring its prominent visibility to Investors. A concise summary of the property is displayed below the image, providing a quick and informative overview. Tabs are incorporated to allow users to effortlessly navigate to different sections, enabling them to access detailed information about the property, including its location, applicants and opportunity details.
DASHBOARD
Based on the investor role, the dashboard highlights key performance indicators (KPIs) that provide a quick overview of portfolio performance. Important metrics are visualized through interactive charts and graphs, enabling investors to track trends.
OPPORTUNITY DETAILS
The Opportunity detail page is designed with a focus on the "Create Offer" section, which remains fixed even while scrolling, ensuring its prominent visibility to Investors. A concise summary of the property is displayed below the image, providing a quick and informative overview. Tabs are incorporated to allow users to effortlessly navigate to different sections, enabling them to access detailed information about the property, including its location, applicants and opportunity details.
Based on the investor role, the dashboard highlights key performance indicators (KPIs) that provide a quick overview of portfolio performance. Important metrics are visualized through interactive charts and graphs, enabling investors to track trends.
DASHBOARD
MY PORTFOLIO
The Portfolio page displays all investment opportunities available to the investor. Opportunities are organized into separate tabs based on their status, with Funded investments and those Currently in Negotiation shown independently for easy tracking.
OFFER DETAIL
This screen shows a chat between an investor and a broker, with the opportunity details visible alongside it. Negotiation happens directly in the chat. When the investor clicks "Counter," the counteroffer form appears inline rather than as a pop-up, since making a counteroffer requires ongoing access to both the opportunity details and the negotiation chat.
Outcome
Increased Task Velocity: Streamlined document upload and verification for faster high-stakes applications.
Higher Completion Rates: Reduced user drop-off by restructuring the multi-step funnel with clear progress indicators and intuitive navigation.
Portfolio Management: Designed a centralized hub for tracking active loans and repayment schedules, shifting the focus to long-term financial oversight.​
