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BankingFinance

OTP Bank / 2025

A mortgage journey built around momentum.

Turning a complex mortgage process into a clear digital journey that helps customers and advisors move forward with confidence.

The challenge

Mortgage applications crossed multiple teams, channels, and decision points. Customers lacked visibility, advisors repeated manual work, and progress depended too heavily on disconnected systems.

How we moved

  1. 01Mapped the complete customer and advisor journey
  2. 02Identified the decisions and documents that created delay
  3. 03Designed one shared workflow across digital and assisted channels
  4. 04Integrated product, design, engineering, and compliance from day one

The solution

A streamlined mortgage platform that guides applicants through each step, gives teams a shared operational view, and makes the next action clear at every stage.

Business outcomes

98%
on-time delivery
1
coherent mortgage journey
manual operational effort
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