team
Me
Project Manager
Quality Assurance Tester
2 Developers
Eliminating workflow bottlenecks to create a streamlined admin experience
I was brought into the eCreditApp initiative to redesign the admin-side experience used by sales teams to initiate, manage, and process credit applications. The existing workflow limited how quickly reps could secure deposits and made it difficult to understand deal status or locate key financial documents.
My focus was on improving flexibility, clarity, and operational speed within the sales-facing interface. Although considered a small project, it had a significant impact on sales efficiency and workflow clarity.
Understanding the Problem
Sales reps relied on a linear, step-locked process that prevented them from collecting payments early, often impacting deal momentum. The admin interface also surfaced actions inconsistently, lacked clear status indicators, and buried critical documents deep within the UI, increasing cognitive load and slowing down processing.
The goal was to redesign the admin workflow so reps could manage applications more efficiently while maintaining compliance and preserving the customer’s guided flow.
Workflow & interaction
improvements
Introduced non-linear workflows for sales reps, allowing them to take deposits at any point in the process.
Reduced unnecessary steps and streamlined how financial phases were accessed and completed.
Clarified situational actions such as resending applications, enabling payments through consistent visibility and state-based controls.
Visibility & documentation improvements
Implemented a clear progress status system, allowing reps to instantly see where a deal stands across identity verification, customer info, signatures, and payment.
Streamlined access to signed documents, consolidating them into an easily discoverable section to reduce navigation time.
Improved overall information hierarchy to support faster decision-making across teams.
Outcome
The redesigned experience gave sales teams more control over the financing sequence and reduced the friction of navigating complex credit workflows.
Reduced processing time by 7% through redesigned workflows and simplified interaction patterns, improving loan approvals and data handoffs between teams.
The updated foundation now supports future expansion of financial workflows and deeper integration within the broader desking process.
Understanding the Problem
Sales reps relied on a linear, step-locked process that prevented them from collecting payments early, often impacting deal momentum. The admin interface also surfaced actions inconsistently, lacked clear status indicators, and buried critical documents deep within the UI, increasing cognitive load and slowing down processing.
The goal was to redesign the admin workflow so reps could manage applications more efficiently while maintaining compliance and preserving the customer’s guided flow.
Workflow & interaction
improvements
Introduced non-linear workflows for sales reps, allowing them to take deposits at any point in the process.
Reduced unnecessary steps and streamlined how financial phases were accessed and completed.
Clarified situational actions such as resending applications, enabling payments through consistent visibility and state-based controls.
Visibility & documentation improvements
Implemented a clear progress status system, allowing reps to instantly see where a deal stands across identity verification, customer info, signatures, and payment.
Streamlined access to signed documents, consolidating them into an easily discoverable section to reduce navigation time.
Improved overall information hierarchy to support faster decision-making across teams.
Outcome
The redesigned experience gave sales teams more control over the financing sequence and reduced the friction of navigating complex credit workflows.
Reduced processing time by 7% through redesigned workflows and simplified interaction patterns, improving loan approvals and data handoffs between teams.
The updated foundation now supports future expansion of financial workflows and deeper integration within the broader desking process.
team
Me
Project Manager
Quality Assurance Tester
2 Developers
Eliminating workflow bottlenecks to create a streamlined admin experience
I was brought into the eCreditApp initiative to redesign the admin-side experience used by sales teams to initiate, manage, and process credit applications. The existing workflow limited how quickly reps could secure deposits and made it difficult to understand deal status or locate key financial documents.
My focus was on improving flexibility, clarity, and operational speed within the sales-facing interface. Although considered a small project, it had a significant impact on sales efficiency and workflow clarity.
team
Me
Project Manager
2 Developers
Quality Assurance Tester
Eliminating workflow bottlenecks to create a streamlined admin experience
I was brought into the eCreditApp initiative to redesign the admin-side experience used by sales teams to initiate, manage, and process credit applications. The existing workflow limited how quickly reps could secure deposits and made it difficult to understand deal status or locate key financial documents.
My focus was on improving flexibility, clarity, and operational speed within the sales-facing interface. Although considered a small project, it had a significant impact on sales efficiency and workflow clarity.
mind mapping the problem
Understanding the Problem
Sales reps relied on a linear, step-locked process that prevented them from collecting payments early, often impacting deal momentum. The admin interface also surfaced actions inconsistently, lacked clear status indicators, and buried critical documents deep within the UI, increasing cognitive load and slowing down processing.
The goal was to redesign the admin workflow so reps could manage applications more efficiently while maintaining compliance and preserving the customer’s guided flow.
ecredit app system flow
Workflow & interaction improvements
Introduced non-linear workflows for sales reps, allowing them to take deposits at any point in the process.
Reduced unnecessary steps and streamlined how financial phases were accessed and completed.
Clarified situational actions such as resending applications, enabling payments through consistent visibility and state-based controls.
Visibility & documentation improvements
Implemented a clear progress status system, allowing reps to instantly see where a deal stands across identity verification, customer info, signatures, and payment.
Streamlined access to signed documents, consolidating them into an easily discoverable section to reduce navigation time.
Improved overall information hierarchy to support faster decision-making across teams.
Single Application flow
Outcome
The redesigned experience gave sales teams more control over the financing sequence and reduced the friction of navigating complex credit workflows.
Reduced processing time by 7% through redesigned workflows and simplified interaction patterns, improving loan approvals and data handoffs between teams.
The updated foundation now supports future expansion of financial workflows and deeper integration within the broader desking process.
Single Application flow