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. 

Neptune-flow

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.

01 – Landing Page
05 – Business profile
05 – Business profile Copy
10 – Documents uploading
02 – Account Creation
12 – Document Upload – preview check

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.

team makeup

1 project owner and lead interaction designer - me
1 Visual Designer
CEO of the company
This was a Tangible UX project.

Selected Work

neptune financial lending appinteraction design

capital one t&e programinteraction design

capital one small business banking concept models & IAstrategy, information architecture

katnipbrand design, interaction design

workrproject lead, interaction design

the huntsocial, mobile, interaction design


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