CMA

Goal
One application system for 20+ partner brands
Role
Senior Designer
Timeline
9 months

Redesigning the customer mortgage application as a white-label experience for 20+ partner brands — one product system that still feels personal, clear, and on-brand for every lender.

CMA customer portal application dashboard

The goal was to remove uncertainty early — guiding people toward the next useful action, and making document uploads feel obvious instead of overwhelming.

Clarity

Progress, tone, and next steps stay visible — so applicants always know where they are and what happens next.

CMA conditional approval and sign documents
CMA underwriter review after closing documents signed
CMA application complete and funding confirmation

Simple, clear and easy questions

CMA property type question
CMA home cost question
CMA income question

Validate your answers

Full Control

CMA menu with funded loans and advisor contact
CMA change application picker
CMA advisor contact and applicants
CMA book call calendar
CMA delete account confirmation

Next project

Nesto

Maestro

AI underwriting workspace