About the project

A mobile app for supporting mortgage deals. Employees who travel to clients, the bank, the notary or a property receive tasks with an address and a time, while their manager can see where each of them is and what they are working on. The addresses and fields on the screens show that the app is designed for use in Kazakhstan.

Challenge

A mortgage deal involves many field visits: submitting an application, obtaining pre-approval, signing agreements, having documents certified by a notary, inspecting the apartment. When these tasks are handed out over the phone and in messengers, it is easy to lose track of who went where and what has already been done. We needed to turn every visit into a task with a clear status and a link to the map.

Employee tasks

Each employee has their own task list with search and two tabs: “Pending” and “Completed”. A task card shows the type of work, the address, the start and end time, and a colored badge indicates the current status. This way, a manager can open an employee's profile and immediately see their workload.

Creating a task

When creating a task, the address is selected first, followed by the reason for the visit. The reasons are collected in a bottom sheet listing the stages of a mortgage deal: pre-approval, applying for a letter of guarantee, signing the loan and pledge agreements, loan disbursement, a notary visit to conclude the purchase agreement or register the loan and pledge agreements, an apartment visit and mortgage disbursement. Choosing from a fixed list instead of free text keeps tasks uniform and makes reporting easier.

Employee on the map

The map screen shows the employee's current location and the route from point A to point B with addresses. Below the map is the assignee card: photo, full name, bank branch, IIN (individual identification number), reason for the visit and the “In progress” status. The map is zoomed with buttons, and the card itself makes it clear who is on the way and why without opening the task list.

Result

We designed an app that links the stages of a mortgage deal to specific employee visits. A manager can assign a task with an address and a reason, track its status and see the employee on the map, while the employee keeps their daily task list right at hand.