Better Mortgage
Creating curated internal tooling
The goal
The process
How might we break down the complex mortgage process into bit sized chunks? We had to strike a balance between trustworthy and reliable, and curated and streamlined.
Working on internal products creates a unique and exciting challenge: my co-workers were my users. My team envisioned new tools that are used by thousands of Better employees every day to review finances, make outbound calls, and process documents. Our goal was to determine how to use technology to break down incredibly manual processes into a few clicks
To get into the minds of the sales team, and determine success, I had to learn new user research methodologies, how to test and learn quickly, and true consistent iteration. My design strategy was to implement smarter ways of working to help save my coworkers headaches, and help save customers time and money.
The team
UX & UI: Kerry Drapcho
Design system: Steven Sczepanik & Kerry Drapcho
The problem
In 2020, Better saw a 175% increase in loan volume, and their software couldn’t keep up. Improving efficiency and creating smart workflows was essential to company growth.
Curated task list with employee's daily to-do's
Tasks are organized by workflow. Users have the ability to filter, sort, and find their completed tasks
Dashboard for managers to track their teams daily task and monitor workflows to ensure completion of loan files.
Organize and sort the dashboard to help identify bottlenecks and triage.
The problem
As loan volume increased, so did the overall loan processing time. Our tasks needed to be more focused to help employees work smarter and effici
Workflow creation wizard which allows managers to automate tasks based on triggers such as cadences, dependencies, and expiration dates.
Interface for managers to assign skills to their teams.
Filtering to sort through thousands of employees.
The impact