Transforming a dense legacy back-office tool into a clearer tablet workspace for staff handling loan applications.
Context & challenge
The existing back-office interface spread critical application details across a dated, information-heavy workspace. Staff needed to assess applicants, commitments, exceptions, and progress without losing context.
Approach & solution
I redesigned the experience for tablet use, organizing information around the decisions staff make and giving related data a clearer hierarchy. The new overview, commitments, and exceptions screens make complex cases easier to scan and act on.
- Staff workflow review
- Information architecture
- Tablet wireframes
- Interactive prototype
From a dense legacy back-office interface to a clearer workspace designed around staff decisions.
Screen 1 of 3: Loan request overview on a tablet: applicant and co-applicant cards, offer variants, insurance status and the current step





