Problem

  • Excising home page does not have users to calculate their home borrowing power.
  • Excising home loan process is very lengthy process and there was not a simple process to understand the client’s financial ability to apply for a home loan.

    Solution

  • Providing simple borrowing power calculator through home page.
  • Gathering client’s data and providing summary of each client’s financial situations so agents can easily monitor their client’s personal financial goals.
  • Can evaluate user credit rapidly and speed up the time-consuming process of applying for a loan or related goal

    Team

  • Project manager
  • System architect
  • Business analyst
  • Subject matter experts
  • UX / UI Designer (Myself)
  • Developers

Design Precess

  • Discover :Requirements gathering and research

    Stakeholder interviews

    Requirements elicitation

    Research the old loan system and current bank processes

  • Define

    Workshops facilitation

    Information architecture

    Low fidelity wireframes

    Coordinate the process with business analyst and ubject matter experties in the team

    Define alternative flows

  • Develop

    High fidelity interactive prototype screens designed in Axure for clients presentations

    High fidelity designs convert to Zeplin design for developers

    Design system feedback: success, error, validation, warning, write messages texts

  • Deliver

    Delivery involves testing out different solutions at small-scale, rejecting those that will not work and improving the ones that will.

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PFM Process Flow


Design process
Design process

Prototype



Design process

High fidelity Design

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