Total Quality Loan Concept

Role: Product Designer
Date: 2016
Company: Ellie Mae

Encompass loan view with borrower details shown on a laptop

Summary

A concept for Total Quality Loan (TQL) in Encompass, Ellie Mae’s mortgage platform. Each loan opens to a single view of the borrower, property and rate lock, with a milestone timeline toward closing and a live status of every verification service, so loan officers can spot problems early and fix them in place.

Concepts

Loan view with a milestone timeline, borrower, property and rate lock cards, and a TQL service status list

TQL Order Status panel listing each service with its result and a status badge — Order status for every TQL service

Fraud Service panel listing missing required fields, with the address fields filled in and a Place Order button — Filling in missing fields to place an order