The Loan Origination System (LOS) is an internal tool for agents to process and approve loan applications. The original platform, built on outdated WPF software, was slow, difficult to maintain, and no longer met user needs. As part of a migration to a web-based backend, I was brought in to redesign the user interface and improve the overall agent experience.
Working within a four-month timeline, I conducted a heuristic evaluation and interviewed agents and managers to identify key pain points. This research informed a redesigned user flow that prioritized clarity, efficiency, and ease of navigation. I developed wireframes and a prototype to test usability, then created high-fidelity designs focused on streamlining workflows and reducing clutter.
The redesigned system delivered a cleaner, more efficient workflow by reducing screen clutter and minimizing repetitive actions, enabling agents to complete tasks with fewer clicks and less effort.
Navigation was redesigned to prioritize agent needs, making the interface more intuitive and reducing cognitive load. A new real-time dashboard replaced manual reports, improving transparency and task visibility. The interface adhered to accessibility best practices and was delivered on time, meeting all stakeholder expectations.
