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Finance · Course

Understanding the Home Buying Process.

ClientA Loan Market broking practice
RoleLearning Experience Designer · end-to-end
Timeline2025 · live and in use
ModelIssued free to clients by their broker
Understanding the Home Buying Process — selected screens

Screens from across the five weeks. Every activity maps to one of the three course outcomes.

5
Weeks · microlearning
3
Aligned learning outcomes
3-part
Authentic assessment
24/7
AI tutor · course-trained

01 · THE BRIEF

Every first consultation opened with the same explanations: LVR, offset, pre-approval. Time that should have gone to advice went to definitions. The course had two jobs: make clients confident before the meeting, and give the broker that time back.

02 · WHAT I BUILT

Five weeks, three outcomes: know the journey, speak the language, decide well early. A journey map and glossary cover the basics. Scenario quizzes and a loan-selection case study rehearse the decisions. A guided reflection ends it. No live facilitator: an AI assistant trained on the course answers questions privately and prompts the reflection. Every activity maps to one outcome. Anything that didn't was cut.

03 · THE OUTCOME

Live now, issued free by the broker. Clients arrive knowing the steps and the terms, and the broker reports first meetings that start at advice, not definitions.

Five weeks, one journey
The AI course assistant
The practice

See the rest of the work.