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Loan Manager

Automating and streamlining the loan lifecycle

Loan Manager is a Microsoft Financial Services Cloud based product designed to streamline and automate the loan application process. It helps financial institutions manage loan applications more efficiently by providing tools for tracking and processing applications, internal collaboration, and customer engagement.

My Role

Usability testing, visual design, low-hi fidelity mock ups, prototyping, user research

Team

Product designers, Program managers, Engineers, UX writers, UX researchers

Tools Used

Figma, Sketch, InVision, Adobe CC, Usertesting.com

Loan Manager helps loan officers track their relevant loans and bring them from application to closing

Below is a small sample video. For more comprehensive examples and further detail please contact me directly.
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