



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.
