Simplifying home loans

Overview

Creating a scalable, research-driven template system for 14+ loan products that improved clarity, supported marketing flexibility, and reduced operational overhead across design, engineering, and legal workflows.

Role

Lead Product Designer

Team

Product Design, Research, Marketing, Legal, Engineering

Timeline

4 week

Opportunity

Over time, Rocket’s loan product pages had become fragmented, creating inconsistent experiences for users and operational inefficiencies for internal teams. Users struggled to understand and compare loan options, while marketing, legal, and product teams lacked a scalable framework for creating and maintaining pages. To solve this, I designed a reusable page system that standardized 14+ loan products, improved decision-making through research-backed content patterns, supported marketing flexibility, and streamlined future page creation.

Research and discovery

I leveraged existing research, competitive analysis, and concept testing to understand how users evaluate, compare, and choose loan products. The insights informed the structure and content strategy of the new template system, while testing across five template directions helped uncover remaining gaps in the experience.

Research & Discovery

I leveraged existing research, competitive analysis, and concept testing to understand how users evaluate, compare, and choose loan products. The insights informed the structure and content strategy of the new template system, while testing across five template directions helped uncover remaining gaps in the experience.

Key findings

While each template explored a different approach to loan decision-making, testing revealed four consistent patterns that resonated with users. These principles informed the structure, content strategy, and design decisions that shaped the final framework.

Help users decide quickly

Surface the information needed to determine fit.

Build trust through transparency

Clearly communicate benefits and tradeoffs.

Make comparison effortless

Reduce the work required to evaluate options.

Provide support when needed

Offer guidance without overwhelming the experience.

The final framework

Instead of creating individual page solutions, I developed a reusable framework that could scale across 14+ loan products while supporting different levels of complexity, marketing initiatives, and future growth.

Product pages - After

Benefit first content

Surface key information upfront so users can quickly assess fit.

Goal-oriented language

Goal-oriented language helps users quickly identify which loan best fits their situation.

Comparison built-in

Make comparing loan options intuitive without having to go to another page.

On-page navigation

Supports deeper exploration without disrupting the experience.

Guided support

Offers contextual guidance throughout the decision-making journey.

Transparency of the process

Sets clear expectations around qualification and next steps.

Designing beyond the page

What began as a loan page redesign became an opportunity to rethink how Rocket Mortgage creates, scales, and maintains product experiences. By combining user research, reusable templates, AI-assisted content generation, and cross-functional process improvements, I developed a scalable framework that supports 14+ loan products, marketing initiatives, and future launches while helping borrowers make more informed decisions.

Impact

For users

Help users understand, compare, and confidently choose the right loan.

For the team

Reduce duplication and operational overhead by establishing reusable templates, content patterns, and workflows.

For the business

Create a consistent, scalable experience that supports both product and marketing goals while improving SEO performance.

Impact

Thanks for stopping by!

Thanks for stopping by!

I hope you enjoyed exploring my projects as much as I enjoyed creating them.

I hope you enjoyed exploring my projects as much as I enjoyed creating them.

Email:

kelseymdahl@gmail.com

kelseymdahl@gmail.com

Phone:

248 892 9628

248 892 9628

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