Splash Financial: Conversion Optimization for Qualified Loans

Timeline: 6 Months

Role: Primary design resource working in tandem with product owners, lead developers, qualification directors, and analytics teams.

Tools: Designed and Managed in Figma

Services: Wireframes, User Flows, High Fidelity Design

Prior to joining, the Splash financial pre and post qualification processes expanded beyond many screens, where users were encouraged to complete many steps of data entry without a clear line of sight of where they were during the overall navigation process and experience. In working with internal teams, we were able to reduce the amount of screens by providing a one page sequence for loan detail information such as loan use case, citizenship, as well as job information.

This allowed us to move quickly into the offer details / select an offer flow, while adding the ability to also select auto pay functionality that did not exist prior. From there, a loan recipient can select the offer of their choice, provide subsequent post qualification details depending upon their offer and amount due, and connect their bank information with our the newly selected Plaid integration.