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Evergreen

Building the platform powering Canada’s first D2C mortgage company

Pine was already making waves as Canada’s first direct-to-consumer mortgage company. But behind its seamless customer experience, advisors relied on fragmented tools and manual processes that couldn’t scale.

I helped design Evergreen from 0→1, unifying the mortgage journey into a single platform that surfaced what needed attention and guided advisors towards the next best action.

My Role
Product Designer0→1 Product Design
Impact
12 days fasterAverage purchase closing
<20 minutesCustomer approval
7 → 1Tools consolidated
Scope
Product Strategy · Research · UX/UI · Systems Design
Evergreen's pipeline board, showing loan applications grouped by stage from Pre Qualify through Awaiting Lender Approval
A borrower's task checklist in Evergreen, listing documents awaiting customer action such as photo ID and pay stubs
Evergreen's communications panel, showing an email thread with a borrower alongside a log of inbound and outbound calls
Evergreen's scenario builder, comparing mortgage and HELOC product options side by side with live rate and payment details

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