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
Industry
TechnologyDelivered Services
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Schedule a CallChallenge
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.
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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.

