Toptal drives 70% acquisition for mortgage processing provider by improving UX.

A mortgage processing service provider faced operational inefficiencies in its B2B SaaS platform, prompting Toptal to improve the UX and streamline workflows.

Client

An Australia-based mortgage processing and loan management platform serving brokers and lenders.

Revenue

$1M

Industry

Technology

Delivered Services

Get a free consultation now

Schedule a Call

Challenge

Inconsistent UI elements, fragmented systems, and manual processes led to inefficiencies, delayed processing times, and compliance risks, hindering scalability and operational performance.

Solution

Comprehensive Needs Assessment

Toptal conducted an in-depth needs assessment, identified key inefficiencies in workflows and UI inconsistencies, and rebuilt the platform using Ant Design for a cohesive design system.

Systematic Automation and Integration

Toptal introduced automated processes for repetitive tasks, developed tailored workflow management tools, and integrated third-party services into a centralized platform.

Outcome

Enhanced UX

The UI overhaul and streamlined processes resulted in a significantly improved UX, contributing to the company’s 70% acquisition by a major finance group during the lead designer’s tenure.

Streamlined Processes

Automation and optimized workflows reduced onboarding times and boosted productivity, positioning the company for sustainable growth in the mortgage processing sector.

Share

Get a free consultation now

Schedule a Call

Meet Toptal Talent

Discover talent from the Toptal network with expertise in the capabilities highlighted in this case study.

Damir Kotorić
Damir Kotorić
Verified Expert in Design
16+ Years of Experience

UX/UI Designer

Bosnia and Herzegovina

Member since January 13, 2020

Damir is a multidisciplinary digital designer with 16 years of experience and Fortune 500 expertise. He designed open data portals for Australian state governments, the mobile payments user experience at Booking.com, and the search experience at Envato Market. Damir also led AR design efforts on digital humanities projects for professors at Harvard University, taught as the lead UX instructor at General Assembly, and led design efforts for startups around the world.

Previously at
Booking.com
Hire Damir