Refinance Digital · Fintech dashboard

Designing a broker dashboard for rate-aware decisions

A CRM-style dashboard for rates, client portfolios, and refinancing opportunities.

Product context

A data-heavy workspace for daily broker decisions

Refinance Digital helps brokers monitor loan rates, client portfolios, and refinancing opportunities from one dashboard.

Role
Product Designer
Scope
CRM dashboard, data visualization, internal platform
Focus
Information architecture and decision support
Broker dashboard with portfolio and rate signals.

From portfolio overview to individual action

The supporting screens carry the same data hierarchy into follow-up workflows.

Next project Byte Lab A targeted website redesign for an embedded systems company, focused on clearer information architecture and stronger conversion paths.

Working through a complex product or website?

I work with software teams across product UX, internal platforms, marketing websites, and the space between them.

E-mail
hello@blending-lab.com LinkedIn
@karloosman

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