Maxwell — QuickPricer Mortgage Pricing Tool
A conversational pricing tool for mortgage brokers — built for use live on calls with borrowers.
- UX
- UI
- Research & Testing
- Fintech
- Responsive
Overview
Maxwell operated as a mortgage startup offering platform services for third-party brokers managing their pipeline from lead generation through closing. The company faced competitive pressure requiring strategic prioritization and innovation rather than incremental improvements.
The Problem
Pricing tools were underdeveloped, despite being a daily broker activity. Previous iterations suffered from poor usability and limited sharing capabilities. Client losses occurred due to competitors' superior tools, requiring both UX improvements and technological differentiation.
QuickPricer Interface
The tool functioned conversationally for real-time use during borrower calls, automatically saving data. Button groups replaced dropdown selectors for faster scanning and interaction. Multiple pricing engines operated within a single interface, maintaining compact design compatibility at 1080px resolution.
