Rocket Credit Upgrade helps individuals improve their credit and qualify for home loans, with over 92,000 families approved to date.
I led the design of a new admin experience that helps consultants prioritize clients and deliver faster, clearer guidance.
client
Rocket Mortgage
role
Product Designer
design detail
Introduced color-coded priority tags using a “temperature” metaphor (hot → cold), making it instantly clear which clients need attention first. The system also factors in client time zones to ensure outreach happens during ideal hours. By incorporating clear prioritization and reasoning, many previous details became unnecessary—resulting in a simpler, more focused design.
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after
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design detail
Previously, consultants had to dig through scattered data to figure out how to help each client — leading to delays and missed opportunities. I designed a “Next Steps” panel that surfaces recommended actions in context, helping consultants stay proactive and reduce drop-offs.
dynamic states
design detail
Reorganized fragmented Salesforce layouts into a unified, scannable overview—minimizing cognitive load and eliminating tab-hunting.
before
after
design detail
Created a tool to deliver personalized Credit Game Plans through clear, consistent templates, replacing dense emails with simple, actionable guidance.
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after
design detail
Adapted system language to match how consultants actually speak (e.g., “freshies” for new clients), making the tool feel intuitive and human.
Freshie
New client
Our House
Salesforce
Game Plan
Credit guidance
Allocated
Client assigned
FICO score
Credit score
design detail
Originally only available in the Rocket Money app, the credit report experience needed to be adapted for desktop. I reformatted the layout for a larger canvas using a responsive grid that made content more scannable and digestible. To establish visual hierarchy, I introduced varied card sizes, ensured accessibility, and aligned the design with our updated brand system.
reflection
One of the most rewarding parts of this project was learning fast. I came in with little knowledge of the mortgage process, but meetings with consultants gave me a crash course—and it was exciting to turn that into a solution they valued.
A PM brought me onto the project based on past work together. While balancing other projects, I spent the first week learning and mapping pain points. To deliver a high-quality solution quickly, I pushed for one focused design sprint. I presented the final designs to leadership, earning enthusiastic buy-in. This experience deepened my belief in curiosity, focus, and advocating for better ways of working.
