Lending Chrome extension, every check in one tab

LenderPal gives loan officers every mortgage check without leaving the page they work in.We designed its Chrome extension, Admin product and LenderPal AI.

LenderPal’s Comparable Sales window open over a property listing page: the map around Glen Oaks, Queens, with the subject home and three comparable sales, and the card for comp A in Bellerose
150+
screens across the extension, the Admin product and LenderPal AI
4
people one team from research to handoff

Project summary

LenderPal by SOA Labs is a decision-support product for mortgage professionals: loan officers, processors, underwriters and branch managers. We designed the Chrome extension , the Admin product and LenderPal AI as one system, from research to a clickable prototype and handoff. Development stayed with the client, and the client came back for two more engagements.

What a loan officer checks before quoting

One chain, from an address to a document:

  1. Property

    • Owner
    • Value
    • Liens and equity
  2. Comps

    • Map
    • Radius
    • Price per ft²
  3. Costs

    • Fees
    • Rates
    • Insurance
  4. Calculation

    • Payment
    • Amortization
    • PDF
  5. Answers

    • LenderPal AI
    • History
  6. Admin

    • Users
    • Revenue
    • Advertising
Depth and Space
Dense property and loan data in a window the size of a paperback.
Data and Doubt
Third-party data shown with its gaps, not as if it were always complete.
Tools and Chat
Structured tools and an AI conversation, each kept to the job it does best.

One address, the whole property on one screen

Found
Owner, value, debt, taxes and sale history came from different sources and sat in different tabs, so a first look at a property took several searches.
Decided
A summary that opens on the address: who owns it, then value against debt, then taxes and the loan, then the sale history, each figure on its own card with room for a missing one.
For the user
A loan officer sees the equity and the lien before opening a single detail tab.
LenderPal Property Summary for 80-17 256th St, Glen Oaks, NY 11004: owner, address, and cards for AVM $865,000, liens $412,500, equity $452,500, taxes, HOA, lien type, purchase date, years owned and last sale
After: the property summary for a single-family home in Glen Oaks
  1. Which property

    The address search, prefilled from the page.

  2. Whose

    The owner and the full address.

  3. What it’s worth

    Automated value, liens and equity side by side.

  4. What it costs

    Taxes, HOA and the current lien type.

  5. Its history

    When it was bought, how long it’s been owned, the last sale.

How the work progressed

250h+ of work: research and structure first, then the extension, Admin and AI in one system, handed off as a prototype.

  1. Discovery

    How browser extensions, property-data products and AI assistants handle onboarding, navigation and dense data

    Artifact Competitor research

    Competitor research detail: pros and cons of a real-estate browser extension with its store screenshots
  2. User Flow

    Every tool’s path, from an address to a result, with its empty, error and loading states

    Artifact Information architecture and user flows for the extension, Admin and AI

    User flow detail: the mortgage calculator screens with their content lists
  3. Wireframes

    What fits in the extension window before any styling

    Artifact Wireframes across the extension, Admin and AI

    Wireframe of the Comparable Sales map view in the extension window
  4. UI & Design System

    One look for three surfaces, chosen from several visual directions

    Artifact Moodboards, visual directions and the product design system

    A blue visual direction for the extension: list and map views
  5. Delivery

    What engineering needs to build it without guessing

    Artifact Clickable prototype, screen map, extension icons and a Zeplin handoff

    Extension icon set: the Chrome toolbar and store sizes and the iOS app icon

A dozen tools, one rail

Found
Each tool had its own flow and its own states, and a loan officer jumps between them while on the same property.
Decided
Every flow was mapped end to end, then hung off one icon rail: the property stays loaded while the tools change.
  1. Comparable sales

    The map view and what each comp card and list row must show.

    Open the full map
    Comparable Sales flow: the map view and its content list
  2. Mortgage calculator

    From the default state to results, the PDF download and errors.

    Open the full map
    Mortgage calculator flow from the default state to results, PDF download and the error state
  3. LenderPal AI

    First open, prompts, empty and error states, and the history.

    Open the full map
    LenderPal AI flow from first open through prompts, empty and error states and history
LenderPal icon rail: summary, valuation, comparable sales, property profile, fees, insurance, rates, calculator, more tools, LenderPal AI and settings

Every tool one click away

An icon rail down the side of the window: summary, valuation, comps, profile, fees, insurance, rates, calculator, more tools, AI and settings, with the property kept as you switch.

  • Competitor research
  • Information architecture
  • End-to-end user flows
  • Clickable prototype

Eight jobs, from sign-up to an AI answer

The extension first, in the order a loan officer meets it. Then the Admin product and LenderPal AI.

Onboarding a professional

Found
LenderPal is for licensed mortgage professionals, and a long sign-up form loses them before they see a single property.
Decided
Social sign-in, then three short steps: the NMLS licence number, the role and the address, each checked where it’s typed.
Welcome to LenderPal: sign in with Google, Facebook or LinkedIn
Onboarding step 1 of 3 with an invalid NMLS licence number and the error under the field

The property, and what’s missing

Found
Property records are often incomplete, and an empty field can’t pass for a zero.
Decided
Profile tabs for the details, a clear state when there is no data, and one-click export of the loan file.
Property overview for the Glen Oaks home: single-family, built 1951, three bedrooms and two baths, with export buttons
Property overview empty state: there’s no data on this property

Comparable sales in the radius

Found
A value means little without nearby sales, and a map of pins alone doesn’t say which comp is which.
Decided
A map with the subject and each comp lettered by price level, a legend on demand, and a list view with price, size and price per square foot.
Comparable Sales list of three single-family sales in Bellerose, Floral Park and Glen Oaks with price, size, price per square foot and distance

Fees, rates and insurance

Found
Closing costs, today’s rates and an insurance quote each meant another site, and each can fail in its own way.
Decided
A seller net sheet that adds up line by line, rate and quote searches with their filters, and a message for every error and every search with no results.
Seller net sheet: home value, loan balance and closing costs with commissions and transfer taxes
Rate search with no results for the chosen filters
Three homeowners insurance quotes for the Glen Oaks home with yearly prices

A calculator that shows its work

Found
A payment figure without its inputs is a number nobody can check or explain to a borrower.
Decided
The inputs stay above the result; the payment breaks down into principal, interest and extras; amortization by year and month; and a PDF to hand on.
Mortgage calculator: $260,000 home, 20% down, 4.5% over 30 years, monthly principal and interest $1,053.91 and the totals with a cost bar
Annual amortization for the $208,000 loan: interest, principal and ending balance by year

More tools, without a link dump

Found
Loan officers use many small utilities, and a long list of links would bury the property tools.
Decided
One More Tools entry on the rail, then tools, a marketplace and VA tools as tabs, each tool a card with its icon.
More Tools marketplace: ten categories from continuing education to MBS providers, page one of two

Admin: the business behind the extension

Found
The client needed to see who uses LenderPal, what they pay and what advertising earns, not only ship the extension.
Decided
A separate Admin product in the same system: users with their plans, an activity log, subscription revenue and advertising, each with filters and an empty state.
Admin activity log: user events such as account created, upgraded to Premium, calculator PDF downloaded and property search, with dates
Registered users with IDs, names, emails, sign-up dates and Premium, Free or Admin badges

LenderPal AI, with its history

Found
A generic chat box next to precise tools invites questions it can’t place, and answers that vanish when the window closes.
Decided
A conversation for mortgage questions with its own tab, a history of past conversations to rename or delete, and clear loading and error states.
LenderPal AI answering which documents a self-employed borrower needs for a conventional loan
LenderPal AI history: past mortgage conversations with their last update, each with rename and delete
LenderPal AI error reply asking the user to rephrase the question

One system for the extension, Admin and AI

Found
Three surfaces built at different times could easily end up with three kinds of fields, buttons and error messages.
Decided
One design system across all three: the same inputs, buttons, navigation rail and feedback, and every field drawn in its default, focused, filled and error states.

The same input in two products

The input set from the system: the calculator’s fields in the extension, the search in Admin.

  • Mortgage calculator inputs in the error state with a wrong format message under each
    Extension: Calculator fields with errors.
  • Admin activity header with the filter button and the search field
    Admin: The activity search.

Drawn for every state a field can be in

Default, focused, filled and error, with the message under the field.

  • The Home Price input in four states: default, focused, filled and error with its message
    Home price input

Where the product ended up

A Chrome extension that keeps a property loaded while a loan officer checks its value, comps, fees, rates, insurance and payment, with every empty and error state drawn; an Admin product for users, revenue and advertising; and LenderPal AI with its history, all in one design system and handed off as a clickable prototype with a screen map and icons.

screens across the extension, Admin and AI
150+
people in the pod
4

In the client's words

ANODA worked within our existing UI language to organise lending tasks in a compact browser interface. The design gave us specific flows and screens to review without losing the connection to the wider product.

Sean Safholm Co-Founder, myhomeIQ

5.0

Worried your data won’t fit the space?

In LenderPal, a whole property check fits an extension window, and the calculator shows the inputs behind its result. Bring us your product, and we’ll show you what it can leave out.