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

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.

 

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

Visualizing Simpler Decisions

This early prototype:

  • Clarified complex loan decisions through intuitive UX
  • Reinforced Fannie Mae’s commitment to customer-first design
  • Provided a model for the broader digital strategy
  • Sparked momentum for cultural and organizational change

More than a standalone solution, the calculator became a catalyst—demonstrating how user-centered design could help drive long-term transformation across tools, teams, and thinking at Fannie Mae.

More Work