CASE STUDY
Financial services platform helping mortgage advisors manage clients, track applications, and streamline the lending process.
OVERVIEW
Mortgage advisors were drowning in spreadsheets, email threads, and disconnected tools to manage their pipeline. They needed a single dashboard to track every client from initial inquiry through to completion — without the learning curve of enterprise CRM software.
I designed a clean, focused dashboard that puts the advisor's daily workflow front and center: pipeline visibility, client communication, document tracking, and compliance monitoring.
UX AUDIT
SOLUTIONS
Kanban-style pipeline view showing every active application by stage — from inquiry through to completion. Drag-and-drop cards between stages, with urgency indicators and next-action prompts.
Unified profile page showing application details, communication history, document status, compliance timeline, and financial summary — everything an advisor needs in one screen.
Secure portal for collecting, tracking, and managing client documents. Automated checklists per product type, upload status tracking, and expiry alerts for time-sensitive documents.
Automated compliance monitoring with deadline alerts, required disclosure tracking, and audit trail. Never miss a regulatory deadline again.
Team and individual performance dashboards showing conversion rates, average processing times, revenue tracking, and workload distribution.
IMPACT
KEY SCREENS
Pipeline View
Kanban board with application cards showing client name, amount, stage, and days-in-stage indicator.
Client 360° Profile
Unified view with tabs for application details, documents, communications, and compliance timeline.
