Questrade Technology Group is a Canadian fintech company offering a suite of financial products, including mortgages. This project focused on building a new Loan Management System (LMS) to replace an outdated, complex internal tool used for managing mortgages after funding. The goal: improve efficiency, support scalable design, and reduce onboarding time for internal teams.
The existing platform handled the entire mortgage lifecycle—from application to servicing—but was bloated, hard to learn, and visually outdated. As Questrade scaled its operations, the inefficiencies became more painful. A decision was made to split the platform in two: - Loan Origination System (application to funding) - Loan Management System (post-funding servicing) I was brought in to lead the UX design for the new LMS—starting from scratch.
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🧩 Delivered over 60% of the LMS platform’s screens 🎯 Created a reusable design system across 3 dev squads 🔄 Improved workflow alignment across teams 👁️🗨️ Boosted clarity and usability, especially for new hires 🚀 Set the foundation for scalable internal tools in fintech
