Case Study

Lendz.ai

SaaS Dashboard Designed for Mortgage Retention Teams

Case Study

Lendz.ai

SaaS Dashboard Designed for Mortgage Retention Teams

Case Study

Lendz.ai

SaaS Dashboard Designed for Mortgage Retention Teams

Case Study

Lendz.ai

SaaS Dashboard Designed for Mortgage Retention Teams

My Role

Lead & Solo Designer Full-Stack Developer Testing & QA

Client

Lendz.ai

Team

CEO - Bill Rudzitis Head of Technology - Roy Liu Venture Lead - Jameel Somji Brand Designer - Mae Tsui Venture - Siobhan Byrne

Year

2024

My Role

Lead & Solo Designer Full-Stack Developer Testing & QA

Client

Lendz.ai

Team

CEO - Bill Rudzitis Head of Technology - Roy Liu Venture Lead - Jameel Somji Brand Designer - Mae Tsui Venture - Siobhan Byrne

Year

2024

My Role

Lead & Solo Designer Full-Stack Developer Testing & QA

Client

Lendz.ai

Team

CEO - Bill Rudzitis Head of Technology - Roy Liu Venture Lead - Jameel Somji Brand Designer - Mae Tsui Venture - Siobhan Byrne

Year

2024

Project Details

The Problem

Mortgage retention officers relied on multiple tools and fragmented account information, making it difficult to understand client history, identify risks and opportunities, and efficiently manage client interactions. Lendz.ai needed a professional prototype to demonstrate a more streamlined, AI-assisted workflow for user testing and investor presentations.

The Solution

Designed and prototyped an AI-assisted platform that centralizes account history, automates routine tasks, and provides context-aware recommendations in a single workspace. The interactive prototype validated workflows with users, supported investor presentations, and aligned the solution with business and user needs.

Project Details

The Problem

Mortgage retention officers relied on multiple tools and fragmented account information, making it difficult to understand client history, identify risks and opportunities, and efficiently manage client interactions. Lendz.ai needed a professional prototype to demonstrate a more streamlined, AI-assisted workflow for user testing and investor presentations.

The Solution

Designed and prototyped an AI-assisted platform that centralizes account history, automates routine tasks, and provides context-aware recommendations in a single workspace. The interactive prototype validated workflows with users, supported investor presentations, and aligned the solution with business and user needs.

Project Details

The Problem

Mortgage retention officers relied on multiple tools and fragmented account information, making it difficult to understand client history, identify risks and opportunities, and efficiently manage client interactions. Lendz.ai needed a professional prototype to demonstrate a more streamlined, AI-assisted workflow for user testing and investor presentations.

The Solution

Designed and prototyped an AI-assisted platform that centralizes account history, automates routine tasks, and provides context-aware recommendations in a single workspace. The interactive prototype validated workflows with users, supported investor presentations, and aligned the solution with business and user needs.

Project Details

The Problem

Mortgage retention officers relied on multiple tools and fragmented account information, making it difficult to understand client history, identify risks and opportunities, and efficiently manage client interactions. Lendz.ai needed a professional prototype to demonstrate a more streamlined, AI-assisted workflow for user testing and investor presentations.

The Solution

Designed and prototyped an AI-assisted platform that centralizes account history, automates routine tasks, and provides context-aware recommendations in a single workspace. The interactive prototype validated workflows with users, supported investor presentations, and aligned the solution with business and user needs.

Key Features

Client History

Centralizes account activity, emails, and chat history in one place, making it easy for any mortgage retention officer to continue client conversations seamlessly.

AI Assistant

Page-aware AI assistant that understands account context, answers questions in plain language, and automatically logs every conversation to the account history.

Automated Record

Automatically generates meeting notes and summaries during client conversations, saving them directly to the account history for accurate, consistent documentation.

CASE STUDY

View the Full Case Study

Explore the complete design process behind this project, including the key decisions and outcomes.

CASE STUDY

View the Full Case Study

Explore the complete design process behind this project, including the key decisions and outcomes.

CASE STUDY

View the Full Case Study

Explore the complete design process behind this project, including the key decisions and outcomes.

Let’s Connect

Open to product design opportunities and collaborations.

© 2026 Sae-Hee Shin. All rights reserved.

Let’s Connect

Open to product design opportunities and collaborations.

© 2026 Sae-Hee Shin. All rights reserved.

Let’s Connect

Open to product design opportunities and collaborations.

© 2026 Sae-Hee Shin. All rights reserved.