neptune financial lending application

project goals

Create an online application lending work-flow for mid-market businesses looking for funding.

Activities:

Interaction Design
Information Architecture
User Research

project process

Working closely with the founders, the application design needed to be easy to use and ultimately shave time off the traditional mid-market loan process. This time delay was generally found in document collection and validation. To that end, a large chunk of the design process was designing options for how to collect documents and give cues to the loan status.

wireframes

Wireframes fleshed out the specific elements for each screen including what information the company wanted to collect about the loan applicant and capturing relevant documents.

visual design and user research

As part of the project we worked with a minimal style guide and developed a visual look for the application tool. During this phase, we also ran user tests with potential customers on an Invision prototype using the wireframes. Changes rolled into the visual design.