MAX EX vision is the first digital mortgage exchange for buying and selling residential loans through a central clearinghouse. It’s unique ecosystem unifies borrowers, sellers, transaction managers, and investors, spanning all financial markets, MAXEX funding & settlement, MAXEX programs, and MAXEX audit functionality. At the core, it’s smart contract technology supports an automatic and completely transparent system for buying and selling of loans.
There were growth opportunities both visually and architecturally on the legacy platform. It focused heavily on traditional navigation and siloed features on individual pages. However, with their demand to transition to a modern next generation platform, the team at MAXEX wanted to produce a separate react application that supports the funding and settlement workflow and synced with legacy database.
What caught my eye was their strong analytics and data visualizations - providing a terminal experience. The dark theme is great for visibility and preventative of eye strain.
A modern platform with clean UI/UX components. The navigation, and patterns seen within screens are familiar yet improved, i.e. Overview pages > Detail pages.
Offer a powerful task management system with real-time notification alerting users when reports, documents, and loan milestones have been verified & completed.
One of my favorite parts of the design process is getting the whole team in a room and white-boarding ideas, iterating on sticky notes and building something using everyone's strengths. It's magical every time and the best team-building exercise.
Making this project remotely meant finding new ways to collaborate. Thankfully the team at Figma (those glorious souls) recently released FigJam. For the session, we invited team members from Sales, Operations, Product, Engineering, and Design to help us align on the best approach forward.
Get into this project's details from its design process, explorations, several iterations and prototypes. Learn how the final design performed and how it helped the organization streamline workflow processes.
