WHAT WE ARE CURRENTLY WORKING ON!
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ClinicMedic
Brand Identity / Website Development / UX Design 360
Case Studies
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Lendo | Reimagining the Mortgage Experience for Canadian Brokers
Trampoline Lab
Overview
Lendo is a mortgage workflow and client application platform designed to modernize how Canadian mortgage brokers collect information, assess applications, collaborate internally, and prepare lender-ready files.
This project focused on transforming a fragmented, admin-heavy workflow into a streamlined digital experience that balances operational efficiency, compliance, and human-centered decision making.
My role focused on:
UX Strategy
User Research
Product Thinking
Information Architecture
Workflow Design
UX Writing
Compliance-Aware Experience Design
The project was approached as both a workflow challenge and a behavioral design challenge. The objective was not simply to digitize mortgage applications, but to create a system that reflects how brokers actually think, analyze, and structure deals in real life.
The Industry Context
Mortgage brokers in Canada operate in an environment where:
Compliance requirements continue to increase:
- Lender guidelines evolve constantly
- Applications require significant documentation and validation
- Client expectations are increasingly shaped by modern digital experiences
- Existing tools often feel fragmented and outdated
Although brokers rely heavily on platforms such as lender submission systems and CRMs, many still maintain parallel workflows through spreadsheets, manual notes, phone calls, PDFs, and inbox management.
This fragmentation creates several operational challenges:
- Repeated data entry
- Loss of contextual knowledge
- Difficulty tracking conditions and follow-ups
- Inconsistent client experiences
- Increased administrative workload
- High cognitive load for brokers
At the same time, not all brokers experience these problems in the same way.
The project therefore required a nuanced understanding of broker behavior, experience levels, motivations, and relationships with technology.
The Core Product Challenge
One of the largest strategic challenges during the design process was reconciling the needs of both personas simultaneously.
Experienced brokers value flexibility. Newer brokers value structure.
Too much rigidity alienates veterans. Too much flexibility overwhelms beginners.
The product therefore needed to support:
- Multiple levels of operational maturity
- Different mental models
- Different relationships with technology
- Different workflow expectations
This led to a key product philosophy:
The platform should adapt to the broker not force brokers to adapt to the platform.
Key Product Features
One of the defining principles behind the platform was avoiding “technology theater.”
The product was not designed to replace brokers.
It was designed to:
- Reduce repetitive administrative work
- Organize complex information
- Preserve contextual knowledge
- Improve lender readiness
- Support better client experiences
The platform intentionally balances:
- Automation and human judgment
- Guidance and flexibility
- Compliance and usability
- Operational efficiency and relationship-driven workflows
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Client name / Budget
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Women's health at Every stage
For this project, we designed a landing page for a telehealth practice to introduce their new women’s health services. Before colors, visuals, and polish, we focused on layout, hierarchy, and the user journey to ensure every section had a purpose.
APP DESIGN
Features that triggers action
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DASHBOARD WITH FLOW
Client name / Budget
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High level presentation
Our design is a masterful blend of compelling storytelling and captivating visuals, ensuring your project is showcased in an unforgettable manner.
Interested in our services? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.
