All in 1 banking

Goal
One home for mortgage, cash and rewards
Role
Senior Designer / Director
Timeline
3 months

Extending beyond the mortgage into everyday financial clarity — balances, rewards, and posted transactions in one calm, unified home for money after homeownership.

Designed as a single destination where mortgage, cash, and long-term goals sit together — so people can see the full picture without jumping between products.

One financial home

A clear landing experience that leads with what matters now — mortgage status, available cash, and the next useful action.

All in 1 home loans and equity
All in 1 money and accounts
All in 1 credit card details

1 / 3

Accounts & activity

All in 1 Mastercard rewards and mortgage impact
All in 1 Mastercard posted transactions
All in 1 Mastercard account details

1 / 3

Tax & clarity

All in 1 tax management account
All in 1 tax management details
All in 1 tax management open account offer

Open a Tax Management account in under a minute

All in 1 tax management auto set-up

Auto set-up from the details we already know

All in 1 tax management terms and conditions

Clear terms before anything is confirmed

All in 1 tax management anniversary reward

Anniversary rewards when you qualify

All in 1 tax management payee search

Find and add the right municipal payees

All in 1 tax management add payee form

Confirm payee details and finish the flow

HELOC Credit card

All in 1 HELOC credit card benefits overview

See what the HELOC credit card unlocks

All in 1 HELOC credit card perks

Renovation cash back and flexible perks

All in 1 HELOC credit card requirements

Know what's required before you start

All in 1 HELOC credit card income qualification

Confirm income details already on file

All in 1 HELOC credit card address confirmation

Confirm your address in one step

Next project

Nesto

CMA

Customer mortgage application