ScaleConnect: The loan book at a glance, AI flags who to call

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 require action.

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.

Ask ScaleAI — a conversational AI assistant that lets brokers query their client data in natural language

AI review — analysis of client refinance potential and engagement signals

Chat summaries — AI-generated meeting notes, action items, and next steps

Client manager — segmented pipeline view built around the broker's actual workflow: who's ready to buy, who's approaching refinance, who needs follow-up

Every data visualisation was chosen to make the right action obvious.

Design Engineer — product design and SaaS development over a 4-month engagement (2025).

Next.js, React, TypeScript, Tailwind CSS