Designing the loan application process from scratch
The goal
Intro
To design a customer-centric, distinctive and design forward application process for Xinja's new personal lending product.
My role
As the lead designer, I was in charge of designing the application process from scratch.
- Designed low fidelity wireframes and user flows to collect early and prompt feedback from stakeholders
- Conducted usability testing of prototypes to identify usability issues and increase funnel conversion
- Created a new desktop and mobile design system for the product collaboration with a UI designer
- Documented wireframes and user flows for handover to external developers
- Managed an external design contractor to make sure designs met requirements and were delivered on time
Outcome
Successfully designed a complex, multi-step workflow with 100+ screens and multiple alternate states screens across mobile and desktop.
Unfortunately Xinja Bank ran out of funding before the public launch of the product, meaning it was only used in private beta testing.
Company
Year
Team
- External development team
- UI designer
- Program delivery lead
- Business Analyst
- Lending and Compliance SMEs
Timeline and constraints
Completing all design work research through to final design completed in under 4 months.
Skills
- User research and testing
- Wireframing and prototyping
- High fidelity UI design
- Stakeholder and project management
"Lisa brought deep experience with human centered design, research and UX. She frequently challenged the team thinking which added great value to the program and enhanced our customer experience."
Examples of assets created
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Images as shown from top to bottom, left to right
1 - Low fidelity prototype of loan application form in the format of a chat experience. Created for stakeholder feedback and initial usability testing
2 - Low fidelity prototype of loan application form in a more traditional format
3 - Taskflow diagram showing conditional logic for how the user moves through the application process
4 - User research methods used during initial discovery phase
5 - 1 of 4 personas created to present insights from user research and differentiate between primary and secondary users from non-users
6 - User needs identified during the 'Know your loan' stage of the customer journey, displayed as an affinity diagram
7 - Snapshot of recording from usability test, aimed at improving conversion rates of the form
8 - Medium fidelity design of final loan application
More projects
Learn more about my work
Contact me on lisa@lisadeng.net for in-depth case studies or to learn about how I work
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