Closing the Eye in the Sky
for Rocket Mortgage
The Canopy Project transformed a legacy banking management system into an intuitive platform that enables Banking Managers at Rocket Mortgage to provide discreet, real-time coaching to bankers during client calls, significantly improving training effectiveness and increasing closing rates.
Overview
The Canopy Project transformed how Banking Managers at Rocket Mortgage interact with and coach their teams. This innovative system enables managers to provide discreet, real-time guidance to bankers during live client calls, significantly improving training effectiveness and increasing closing rates. Leveraging my Arranger strength as Director of Product Design for Enterprise, I coordinated the integration of consumer design principles into enterprise software while simultaneously developing my team’s UI craft capabilities and creating a more intuitive coaching platform.
By recognizing patterns within the legacy system and flexibly allocating resources, I successfully balanced strategic leadership with hands-on design work. This approach enabled us to replace an outdated platform with an experience that freed Banking Managers from excessive system navigation and allowed them to focus on their primary responsibility: providing timely, effective coaching to their teams during critical client interactions.
My Role
Director of Product Design
The Team
Jayneil Dalal: Lead Product Designer
Richard Spencer: Senior Product Designer
Our Partners
Rosie Huf: Content Design
Michael Abboreno: Research
Key Challenges
Invisible Intervention
Creating a system that enabled discreet coaching during live client calls without disrupting the customer experience.
01
Bringing the Team Along
Elevating the team’s UI craft capabilities while maintaining momentum on mission-critical deliverables.
02
Consumer-Enterprise Bridge
Aligning the simplicity of new design with the complexity required for enterprise functionality.