Citi Loan Dashboard

Financial Portal

Skills Used: UX design, UX Research, Visual Design, Client Management.

TL;DR

• UI/UX Design

  • UX Research

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The Challenge

We set out to create a seamless experience, replacing fragmented tabs, unnecessary modals, and clunky navigation with a more intuitive and cohesive design.

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Research

Usability testing and user feedback identified pain points in the app's design. We analyzed competitive apps/sites for best practices and reviewed analytics to understand user behavior and obstacles in the reservation process, informing our redesign strategy.


Proposed solution

The interface was redesigned for easier navigation and clarity, allowing users to apply and track their loan process with minimal effort. We made accessible the many documents and forms involved in the mortgage and loan process. Improved visual cues and clear instructions made for a less confusing user flow.

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Impact

The solution involved redesigning the interface for easier navigation and clarity, making it simpler for users to fill out their loan documents. We created a more intuitive flow for searching, comparing, and reference materials, reducing the number of steps required. Improved visual cues and clear instructions made for a less confusing user flow. 

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