Rocket Credit Upgrade helps people improve their credit so they can qualify for a mortgage.
I designed experiences for both clients and agents to turn credit improvement into a clear, scalable system.
client
Rocket Mortgage
role
Product Designer
collaborator
Jake Heller (PM)
overview
client experience
When clients don’t qualify, the experience shifts from rejection to guidance. We show exactly how to improve their score, backed by real outcomes and at no cost, so they can confidently choose to move forward.
client & agent experience
Credit reports were complex and required manual interpretation by consultants. We replaced this with auto-generated plans that translate credit data into specific, prioritized actions. These plans reduce manual effort for agents while giving clients a simple path toward qualification.
before
after
client experience
Improving credit takes time. Clients need to know if they are getting closer to approval. We designed a dashboard that shows score changes over time and highlights what’s needed to reach the target. This keeps clients engaged and motivated.
agent experience
Agents previously relied on fragmented Salesforce workflows to manage clients, interpret reports, and track progress.
We designed a unified system that brings together credit data, action plans, and client progress into a single experience.
This allows agents to support more clients without increasing manual effort.
agent experience
Agents previously prioritized outreach based on last contact, with no visibility into which clients were most likely to convert.
We introduced prioritization based on how close a client is to reaching their target credit score.
before
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after
agent experience
Information was scattered across multiple views, requiring constant tab-switching and slowing down decision-making.
We reorganized everything into a single, scannable interface that surfaces the most important details at a glance.
before
after
impact
After working with Credit Upgrade consultants
Average credit score increase
Average time to reach target score
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