Calculated Change: Mortgages Go Digital

UX strategy transforms complex lending decisions into engaging digital experiences, helping financial institutions envision their digital future.

  • Client

    Fannie Mae

  • Role

    Design Director

  • Year

    2016-2017

Case Study

From Origination to Innovation

Fannie Mae engaged EY to help transform their organization into one that was more customer-centric and digitally savvy. As a Design Director at EY, I helped lead the design of key digital tools that demonstrated this new vision.

Challenge

As part of Fannie Mae’s broader digital transformation, the organization needed to:

  • Develop elegant solutions that anticipated customer needs
  • Transform their company culture to be more customer-centric
  • Create tools that demonstrated their commitment to digital innovation

Solution

Working within EY’s larger engagement, I helped lead the design of a Digital Mortgage Calculator that exemplified Fannie Mae’s new customer-centric approach. This vision prototype was part of EY’s comprehensive strategy that included developing in-house design capabilities and building a Pop-Up innovation studio.

The calculator design demonstrated how thoughtful UX could transform complex financial decisions into intuitive experiences while supporting broader organizational goals. Our card-based interface broke calculations into digestible steps, with an interactive sidebar showing real-time benefit calculations. We integrated educational content at key decision points and developed customized workflows for different institution types.

 

SERVICES

+ Design Strategy
+ Prototyping
+ Wireframes
+ High Fidelity Design
+ Motion Studies

Visualizing Simpler Decisions

Results

These design patterns did more than simplify calculations – they established a framework for future digital tools and demonstrated how customer-centric design could enhance Fannie Mae's services.

By creating an experience that was both powerful and approachable, we showed how digital tools could support Fannie Mae's cultural transformation while delivering practical value to users.

Conlusion

Impact & Takeaway

The calculator prototype:

  • Showcased how digital tools could simplify complex decisions
  • Demonstrated Fannie Mae’s commitment to user-centered design
  • Supported EY’s larger digital strategy implementation
  • Contributed to the organization’s cultural transformation

This project showed how focused design solutions could support broader organizational change. As part of EY’s comprehensive engagement, the calculator prototype helped demonstrate how customer-centric design could transform both tools and culture at Fannie Mae.

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  • Role

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  • Date

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View Project

Calculated Change: Mortgages Go Digital

UX strategy transforms complex lending decisions into engaging digital experiences, helping financial institutions envision their digital future.

  • Client

    Fannie Mae

  • Role

    Design Director

  • Year

    2016-2017

View Project