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ScaleConnect

ScaleConnect

WORK DONE//ScaleConnect

AI intelligence for loan brokers.

ROLE IN PROJECT:Design Engineer
PROJECT YEAR:2025
DURATION:4 months
WORK DONE:Product Design & SaaS Development
Add Client — manual account creation with full details and loan profile
Add Client — manual account creation with full details and loan profile

THE PROBLEM

Mortgage brokers manage hundreds of clients across multiple loan stages — but most CRMs were built for sales teams, not lending. Brokers were missing refinancing windows, losing track of loan book health, and spending hours on admin that should have been surfaced automatically. ScaleConnect needed a dashboard where a broker could see the state of their entire loan book at a glance, with AI surfacing the moments that required action.

AI Review — ScaleAI analysing client refinance potential and engagement signals
AI Review — ScaleAI analysing client refinance potential and engagement signals
Chat Summary — AI-generated meeting notes, action items, and next steps
Chat Summary — AI-generated meeting notes, action items, and next steps
Client Manager — segmented pipeline view with AI-assisted filtering and outreach
Client Manager — segmented pipeline view with AI-assisted filtering and outreach

THE SOLUTION

Designed and built the core broker dashboard — a dense, information-rich interface that surfaces loan book health, pipeline composition, client retention metrics, and commission tracking without overwhelming the user. Integrated Ask ScaleAI, a conversational AI assistant that lets brokers query their client data in natural language. The client management flow was designed around the broker's actual workflow: identifying who is ready to buy, who is approaching refinance, and who needs follow-up. Every data visualisation was chosen to make the right action obvious.