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Komerční banka

Czechia
A B2B mortgage portal to serve the KB partner network.
INTERNAL SYSTEM

Goals

  • to digitize and simplify the mortgage application process for mortgage brokers
  • to create a self-service system to reduce the load on the branch network
  • to design a complete UX and visual style of a web application

Context

Komerční banka wanted to provide an intuitive and quick system for its external financial advisors in which they could administer mortgage products, enter business leads by themselves, provide financial modelling for mortgages, monitor the status of client applications, and save essential documents from their clients.

Challenge

For the approval of a mortgage loan by the bank, it is necessary to provide a lot of information that differs according to the type of real property to be financed and the applicant’s situation. When designing the B2B system, we had to be fully acquainted with the complicated process of loan granting.

Another challenge was the fact that financial advisors ranged from individuals to consulting companies, each of which applied their own, unique approach to the application process, especially in terms of working procedures, specific requirements and their subsequent integration.

Who was our client

Petr Serbousek, Product owner - Mortgage Loan Calculator, Komerční banka Czechia

LinkedIn

How we proceeded

  • we identified the needs of the external advisors by means of conducting interviews
  • together with experts from Komerční banka, we analyzed how to simplify the digital process
  • we prepared a fully interactive prototype and ran intensive user testing with financial advisors
  • the final design was handed off and we oversaw its implementation