Loan & Mortgage Fee Calculator

Problem: Even after UI improvements, agents still had to manually calculate and update interest rates by modifying database entries.

Solution: Identified common use cases where manual intervention was required and developed automated calculators based on regulations. Created a UI for agents to make updates and added a flagging system for special cases like bankruptcy.

Impact: Reduced agent workload and error rates, streamlining mortgage servicing.

Lesson Learned: Legal and compliance teams can be cautious about automation, so early collaboration helps smooth the process.