Prompt: We break down our data into person (credit score, revolving debt, etc), property (the house they own or the house they are looking to purchase), and mortgage (the mortgage on their current property). We alert our loan officers with variations on this data. How would you go about designing a clean way to show a loan officer all the details about a person and their property at a glance?

Goal: An application enabling loan officer to see variations of this data at a glance

Process

Let's break down the details of what we need shown further:

Person

• Credit score - FICO
  • Credit Lines
• Outstanding Debt - Total
  • Debt Sources

Property

• Current Property
  • Purchase Date
• Prospective Property
  • Future Purchase date (?)
• Interest Rates

Mortgage

• Current Mortgage
• LTV
• Interest Rate
• Purchase date

Target User: Loan Officer

Loan officers work for banks and other financial institutions, helping individuals and businesses obtain funds from these lenders.

Their duties include:

• Find potential clients, individuals, or businesses who are in need of loans and cultivate their business.
• Meet with loan candidates to explain options and answer questions.