WLTH Broker Portal

The WLTH Broker Portal is a platform for mortgage brokers to manage applications, access documentation, and find lending information across the WLTH product range.

Brokers use it throughout the lending process — researching products, locating policy documents, running calculators, preparing submissions. It needs to be fast, because they're usually doing it mid-conversation with a client.

Sole designer, embedded in the WLTH product team.

The content was there. The structure wasn't. Documents were organised by WLTH's internal product names, not by how a broker would search for them. Navigation reflected the way the product was built, not the way it was used. Finding a policy document meant navigating two or three levels of categories that only made sense if you knew WLTH's internal taxonomy.

Brokers don't think about WLTH's product structure when they need a document. They think about the task: I need a rate card, I need a calculator, I need the policy on self-employed income. The IA had to be rebuilt around that, not around how the products are organised internally.

Navigation was reduced to three primary sections: rate cards, calculators, and documents — the three things brokers actually look for. Documents were reorganised into four categories aligned to document type: product guides, policy documents, marketing materials, and calculators. The nested product-based hierarchy was removed.

Lightweight filters sit alongside the content — no hidden sub-menus, no drilling down. The most common tasks are reachable from the top level.

The portal shipped and is live. The IA can absorb new products and content without requiring a structural rethink — new documents drop into existing categories, new products slot into existing navigation.

The underlying change is simpler than it sounds: brokers can now find what they need without knowing how WLTH names things internally. That's the whole job.