Rocket Mortgage is America’s largest mortgage lender, helping millions achieve the dream of home ownership. Their mission is to make the complicated home financing process simpler.

ROLE

Experience Designer

Team

Rocket Partnerships &
Third Party Origination Design Team

Timeline

June' 23 - December' 23

1

Focused on creating a smooth and user-friendly process for mortgage brokers to initiate loans for the clients within the Rocket Mortgage digital platform.

Developed a user-friendly Dashboard for the TPO portal, incorporating user feedback and optimizing designs for various devices and interfaces, providing at-a-glance views of loan-related statuses and action items for B2B partners.

  • Conducted interviews for gathering user and business requirements, competitive market research and analysis.

  • Delivered work flow charts, wireframes, mockups and prototypes optimized for a wide range of devices and interfaces.

    (NDA)

2

Designed screens for the Pro Refer web platform. Pro Refer platform enables a Partner to submit a mortgage lead on behalf of their Client.

Took Quicken Loans' central functionality and built it out in Salesforce to be used by Schwab and eventually other partners.Lead Info can be auto populated from partner’s Salesforce instance.

  • Ties referrer information with lead submission.

  • Includes list of RM bankers that a referrer can choose to receive the lead.

(NDA)

3

3

Utilized user research and usability testing to redesign the Home Loan Benefit Program Partner Landing page, resulting in increased user engagement and conversion rates. (NDA)

See what Rocket team members have to say about me!

"I worked with Preetika alongside Susan and Steve during her Internship w/ Rocket and was glad to have her on our team. She supported a research initiative with key user group, learned some enterprise ins and outs working w/ our company design system, and some some successful (and equally valuable not so successful) design process exercises in the early stages of work on a new feature. Wherever she decides to go will be lucky to have nabbed such a versatile designer! "

-Ryan Mitchell - Senior Experience Designer at Rocket Companies

"While interning with Rocket Mortgage, Preetika partnered with senior designers to create digital tools for mortgage brokers and support partnership referral experiences.

She demonstrated solid foundational design and research skills and a desire to create user-centric digital products, along with a bright and eager personality, a desire to learn and improve, and a willingness to share her designs for feedback."

-Steve Cusumano Senior Director, Experience Design at Rocket Companies

"I had the pleasure of mentoring Preetika during her time as a Jr. UX designer on our team, and I wholeheartedly recommend her for any future opportunities. Preetika consistently demonstrated a positive attitude, an eagerness to learn, and a great ability to tackle complex UX challenges.

Preetika's quick grasp of new concepts was impressive. For instance, she rapidly learned how to use autolayout in Figma, showcasing not only her adaptability but also her commitment to staying current with industry tools and technologies. Her ability to swiftly integrate new skills solidly contributed to the effectiveness of our team.

Preetika consistently delivered innovative ideas such as when she was asked how to optimize conversion rates for our partners channels. Her contributions were insightful and demonstrated her understanding of design principles and user behavior.

Throughout our collaboration, Preetika's work ethic and dedication were evident in every task she undertook. Her positive demeanor and collaborative approach made her a valuable team member, fostering a constructive and inclusive working environment. I am confident that she will continue to excel in her career and bring immense value to any project or team she is a part of."

-Susan Weisz - Senior Experience Designer at Rocket Companies

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