Sindeo Mortgage App

Redefining the mortgage experience

The Problem

Getting a mortgage is hard. The experience is overwhelming, not intuitive, confusing, difficult, long, boring, and the list of negative adjectives goes on. Mortgages are a trillion dollar industry. They still uses technology from 20+ years ago. It is one of the largest purchases a person can make. Yet, there has been little effort to change all that. Did you know that...

Over 68% of adults in the U.S. own a smartphone and not one of them can go through the entire mortgage process on one, but they can order cookies on-demand.

User Research

Myself and my co-worker interviewed a variety of people in person getting insight into their thoughts on the mortgage process and how a mobile app could be beneficial. We used job stories to better identify features based on motivations.

When I'm looking for a rate, I want to be able to compare multiple options, so I can find the one that works best for me.
When I'm learning about getting a mortgage, I want to get unbiased advice, so I can purchase with confidence.
When I'm getting a mortgage, I want to be able to see the progress anywhere and anytime, so I can stay up to date.
When I'm getting a mortgage, I want a checklist of things I need to do, so I can keep track.

Wireframes & Flows

This was the original app flow that was created to help understand the navigation between the main screens and sub-screens.

Initial app user flow.

The Solution

Have an app that allows people, novice or experienced, to learn about and get a mortgage. It is just one of the many things it takes to reinvent the mortgage process. There needs to be a fundamental change in how lenders work, the technology, the customer experience, and much more. If you want to see how I'm helping improve the customer experience internally check out the Sindeo CRM case study.

Main Screens

Creating an app that allows people to get a mortgage is just one of the many things it takes to reinvent the mortgage process. There needs to be a fundamental change in how lenders work, the technology, the customer experience, and much more. If you want to see how I'm helping improve the customer experience internally check out the Sindeo CRM case study.

The main screens.

Assess Your Mortgage Fitness

Increase your eligibility to afford and buying power by gaining insight into your mortgage readiness.

These are some of the dashboard screens.

Gain Knowledge and Insight

Educate yourself on the mortgage process and improve your mortgage literacy so that you’re making a smart and informed decision.

These are some of the explore screens.

Shopping Made Easy

Our Mortgage Marketplace makes finding the perfect product and lender simple.

Shopping for a loan. The experience is similar to buying a pair of shoes online.

Your Personal Mortgage Assistant

Plan your mortgage process with the guidance of our unbiased and licensed expert advisors that tailor a plan just for you.

An AI chatbot that leads you through the mortgage process.

Keep Everyone in the Loop

Coordinate and collaborate with your team every step of the way.

The activity screens.