Time saved for Loan Officers and Underwriters with A.I.
Coop AI is subscription-based AI tool that searches through the latest mortgage compliance guidelines and helps loan officers with their loan scenarios without relying on their underwriters.
Product Owner & Designer
B2B | Q1 2025
Admins of all levels were looking for a better solution to maintain relevant guidelines to end-users.
I worked on designing solutions for the administration experience of managing files that are uploaded for the LM to reference. Guidelines are changing on a regular basis and admins needed a way to ensure they can upload those new files while the A.I. is updated in real-time.
A.I. tool needs to keep up with guidelines update on a regular basis.
With those considerations in mind, the end-user will view the following, but not limited to, updates:
View date of when the collection was last updated
This was more important than view the descriptions of the collections as the descriptions loose meaning overtime when users are familiar with the filter.
“Last updated” dates holds significantly more weight as this is most valued by B2B end-users as reported in 2024.
Nested filters to ease possibility of decision paralysis
When collection filters grow, the AI’s UI needs to be equipped to be adaptive and responsive.
Differentiation between Knowledge Coop’s public custom collections and B2B private custom collections
This provides clarity for end-users for navigating the correct guidelines when creating their query.
New-UI-with-a-bunch-of-new-features, who’s this?
The new UI/UX Design updates increased subscriptions immediately as it was an excellent selling point for potential clients. Previously, the UI was not scalable for when the list of collections grew.
Coop AI is vulnerable to abuse of rapid-fire querying
To prevent users from sending excessive queries in a short period, the buttons are disabled and users are notified when their access to Coop AI is temporarily paused.
User Flow:
User accesses Coop AI
User submits multiple queries rapidly
Backend tracks number of queries in current time window
If burst or abuse threshold is exceeded:
Temporarily throttle or block further queries
Designing components with different states to provide feedback for end-users
With the new additions of query limits for free members and speech-to-text, it was important to design for the different states. The updated design does the following:
Improves the metadata of the buttons to better inform context to users with assistive technologies
Provides a mature and robust UI to the AI software
The previous design is a static send icon that did not have any visual indicators of different states.
Leaves customers unsure as to what’s happening.
Diminishes the patience when users are left to their own devices to figure out what’s required of them to complete their task
Connected this with designing the new Coop AI logo
Exercised my graphic design degree to re-designing the Coop AI logo to better market the product in our other products while making the AI tool recognizable