Porch Light Mortgage
A Mortgage Portal Built Around Borrower Clarity
A lender website, borrower portal, and AI assistant built to guide home loan decisions.
- Client
- Porch Light Mortgage
- Industry
- Mortgage lending
- What we made
- Portal and website
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Overview
Porch Light Mortgage is a San Diego lender whose loan officer is also a CPA and structures home loans for tax savings and long-term financial health. We made a public website, a borrower portal, and an AI assistant for the loan officer.
The Challenge
Borrowers need a clear view of loan status, documents, and next steps while moving through approval. The loan officer also needed help answering questions, spotting risk, and handling follow-up without losing oversight.
Our Approach
Our team built a website with a clear path to pre-approval and client login. Borrowers got a portal that shows loan status, financial details, documents, and support in one place. An AI assistant answers questions, explains flags, books calls, and routes escalations to the loan officer.
What we made
Every Piece, One Team
- Borrower dashboard: shows loan amount, locked rate, closing date, and tasks complete
- Loan tracker: maps each file through 7 stages from Application to Funded
- Document center: uploads files and shows each document as approved, received, or under review
- AI assistant: booked 4.1× more follow-up calls than a generic chatbot in a 2025 A/B test
- Website: guides borrowers to get pre-approved or log in
The screens
A Closer Look
More work
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