Streamloan is a B2B SaaS mortgage platform that makes the loan process simple, efficient, and digital for both the lender and customer.
Using the company's existing design system, we designed new features to allow loan officers to easily manage and track disclosures throughout the tedious loan process. These designs will be shipped by the end of the summer 2020.
Loan officers are finding it difficult to complete the loan process on one platform.
The loan process is long and complex. It's layered with legal requirements, rules, and time constraints that inhibit loan officers from quickly processing a loan. The consequences for not meeting these constraints can lead to lost commissions or borrowers missing out on a loan.
How might we help loan officers manage multiple loan disclosures at once?
We prioritized what features to build based on the user's needs and pain points.