Sonar

Mortgage pipeline on mobile.

Client
Sonar
Role
Product design
Year
2024
Made
product, mobile

Brief

An app redesign for a mortgage broker CRM and dashboard product.

What Ryan did

Modernized the CRM and dashboard experience, improving usability and information density across core workflows, in dark and light modes.

Outcome

The redesigned app shipped, covering the CRM and dashboard surfaces.

Dark-mode mobile dashboard greeting 'Good evening' with a pipeline count of 206, a green trend chart and a list of recent loansLight-mode mobile loan summary for borrower Alexander Björn listing milestone, loan amount, credit score and rateLight-mode mobile dashboard greeting 'Good morning' with a pipeline count of 236 and recent borrowers with status tagsFour Sonar mobile screens side by side, dashboard and loan summary in dark and light modes

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