Simplifying the complex and transforming the iMortgage2u experience
- Industry
- Financial technology
- Services
- UI/UX Design
- Timeline
- 6 months
Introduction
Helping real estate professionals manage mortgages
iMortgage2u is a SaaS platform for the property purchase cycle, used by agents, bankers and legal professionals. It brings every workflow into one system, so loans move faster and teams work together more easily.
With loan tracking, legal updates and commission management, everyone in the property buying journey stays informed and connected.
The problem
A complex property purchase cycle
iMortgage2u has many features for bankers, agents and lawyers, but its complexity overwhelmed users. Our task was to make it intuitive for everyone involved.
- The dashboard analytics lacked insight and could not compare data over time.
- Agents found it hard to find their way, because in real life they need to refer to several documents at once.
- Users struggled to find the features they needed.
Our approach
Turning complexity into clarity
A new sitemap
To simplify the app's large structure, we studied the existing sitemap and rebuilt it around agents' priorities, such as loan approval tracking and commission management.
Simulating real transactions
We studied each existing screen to understand what it was for, who used it and why it mattered.
We also simulated the property purchase journey in Malaysia, from booking a unit to loan approval and legal contracts. This let us turn complex real-world steps into a clear digital experience.
The result
Client profiles always in view
Our design led to a cleaner, more structured interface, so users find the information they need straight away.
The customer profile stays visible even when other windows are open. Agents no longer flip between screens or documents, and key details stay at their fingertips.
The platform now suggests suitable properties and the best bank loans for each customer, based on their profile.
Better reporting shows branch and salesperson performance, so managers can track sales and measure each project.
