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Chase Home Lending

Helping New Homebuyers

Calculate Affordability

Role: Designer (UX + Visual)



Educate new homebuyers by elevating content and redesigning tools on the Chase Home Lending site

Chase Home Lending has the content, tools, and resources to help new home buyers make homebuying decisions but their platform was suffering from declining engagement and the current design left users feeling overwhelmed and confused. 

Working within a small team at HUGE, I was tasked to design the product vision.

User Research

Understanding user needs and exploring through interviews, research, and data

Out of the 60 million customers Chase customers, 30 million of them have mortgages but only 5 million people have mortgages with Chase. That's only 8%. 

Our persona, Kate, was the agreed upon target customer because she was Chase customer and first time homebuyer but did not have a Chase mortgage.

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User research allowed us to narrow in on a few key themes for product exploration.

  • How might we make the CHL more customer-oriented?
    The current site focused more on 'product offerings' rather than how Chase's services could help the customer. 

  • How might we make the site easier to navigate?
    Customers were overwhelmed and confused by the site architecture.

  • How might we empower users with educational content and tools? 
    In order to better serve customer needs, we needed to surface helpful tools like the Mortgage Learning Center, tools and calculators and place them in context with related content.

Redesigning the Affordability Calculator

Market Research: Redesigning the Affordability Calculator

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One of the biggest pain points for users was not understanding all the costs involved in buying a home -- which is more than just the mortgage. Chase's Affordability Calculator aimed to assist homebuyers in determining their budget but there were opportunities to improve the tool.

I did a competitor analysis to thoroughly understand the inputs and outputs of calculators across the board to understand the gaps and opportunities to consolidate and improve the tool.

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One of the biggest insights we gleaned from the research was that customers were frustrated to find that there were many costs involved in the home buying process, in addition to the mortgage itself.

In order to make additional costs more transparent, I proposed making the summary of costs an interactive calculator so that customers could fill out their expenses and stay informed throughout the process.

User research allowed us to narrow in on a few key themes for product exploration.

  • To discuss what tools were assisting with the process

  • To understand what information was missing

  • To understand how the navigation and site architecture could provide clarity

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Bifrication of Steps


Bifrication of Steps


Data visualizations helped users understand the allocation of their money, depending on the cost of a house they were looking at. Color cues also helped translate the experience, making it clear where the costs went above their budget.

High-fidelity wireframes brought the product strategy to life

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