Finresi Website and UI UX

Yieldeasy marketing homepage — hero section showing the investor dashboard mockup alongside the value proposition. Designed the full page including the live stats bar ($500M loans evaluated, 10–12% APY), loan listing cards, and social proof sections to build trust and drive sign-ups.

Yieldeasy 'How it Works' page — explains the 5-step investment flow from lender origination to monthly distributions. Designed the step-by-step process diagram, comparison charts against traditional investments, and protection sections (Principal Protection, Secondary Market Option).

Finresi marketing homepage (v1) — hero section highlighting 'Invest in Individual Real Estate Loans' with a $5K minimum. Designed the split-layout hero, social proof stats (100% principal repaid, $500M+ loans reviewed), and the deal detail overlay card to convey credibility and low barrier to entry.

Press coverage in Technical.ly — 'Philly-area startup for investing in real estate debt rebrands with wider offerings.' Designed the Finresi brand identity that supported this public rebrand from Yieldeasy, giving the platform a more professional and finance-focused visual presence.

Finresi marketing homepage (v2) — 'Good Debt & Real Estate' redesign featuring the investor dashboard as the hero visual. Includes the earnings overview widget, funded deal cards, blog section, founder bios, and 'In the News' media logos (Bloomberg, Forbes, TechCrunch). Comprehensive full-page redesign.

Onboarding Step 2/3 — Income Upload Verification form for accredited investor KYC compliance. Designed the multi-step form layout collecting personal details (name, DOB, SSN, address) with clear progress indication and a clean, trust-building aesthetic to reduce drop-off during a sensitive verification step.

Onboarding Step 1/3 — 'Welcome to Yieldeasy' account registration screen. Designed the split-panel layout pairing an investor testimonial on the left with the sign-up form on the right, collecting name, email, password, phone, and location to personalize the investment experience from the start.

Investor Profile selection screen — prompts users to choose their account type before continuing onboarding. Designed the four-option card layout (Individual, Self Directed IRA, Trust, Company) with iconography and plain-language descriptions to help non-expert investors make the right choice with confidence.

Loan detail page (authenticated view) — full property listing for 'Philadelphia, PA Acquisition #89' showing property photos, map, investment metrics (12% YTM, 80% LTV, 12 months), Purpose & Strategy, Debt Stack, and a DocuSign BDPN agreement panel. Designed to give investors comprehensive due diligence information in one place.

Loan detail page with verification modal — 'Complete Verification' overlay appears when a non-verified user attempts to invest. Designed the modal to clearly communicate progress and next steps without fully blocking the deal content, maintaining investor engagement while guiding them through accreditation.

Investment Opportunities marketplace — browsable deal listings with robust filtering (State, Yield, Term Left, Property Type, Loan Type, LTV range). Designed the card grid layout showing property photos, funding progress bars, status badges (Available / Closed), and key metrics (YTM, LTV, TERM) for at-a-glance comparison.

Investor dashboard (active portfolio view) — shows active property cards, 'My Investment' history table with loan status, amounts, interest, and earnings per deal. Designed the dual-panel layout combining the portfolio overview widget with a sortable investment table so investors can track all positions at a glance.

Loan detail page (public / logged-out view) — same deal detail layout as the authenticated view but with a 'Start Investing' CTA instead of the investment form. Designed to let prospective investors explore deal quality and underwriting data before committing to sign up.

Investor dashboard — transaction history tab showing individual payment records (amount, bank, status, date) alongside the earnings summary panel (Total Profit, Invested Cash, Lifetime Deposit, Withdrawn, Upcoming Deposit). Designed for full financial transparency and easy reconciliation.

Investor dashboard — empty state for a new account with no active investments yet. Designed the zero-state with a friendly illustration and 'Browse deals on our marketplace' prompt, ensuring new investors are immediately guided toward their first investment rather than facing a blank screen.

Bank account linking modal (ACH/Wire) — 'Add your bank account' drawer overlaying the dashboard, with tabs for ACH, Wire, and Swift transfers. Designed the modal to handle all transfer methods in one place, including clear fee disclosures for wire transfers, reducing support inquiries at the funding step.

Bank account linking modal (International / IBAN) — 'Add New Bank' variant for non-US investors, with currency selector and IBAN input. Designed to accommodate international accredited investors seamlessly within the same modal pattern, expanding the platform's addressable market.

Bank account ACH confirmation modal — final step of the US bank linking flow, showing routing number, account number, and account type (Savings/Checking) fields with a 'Confirm' button. Designed as part of the full bank-linking flow, ensuring investors can securely connect their accounts for distributions.

Bank account linking modal (International / IBAN) — 'Add New Bank' variant for non-US investors, with EUR Euro currency selector and IBAN number input. Part of a full suite of bank-linking flows designed to accommodate global accredited investors with no friction, using the same visual modal pattern as the US ACH flow.