Internal Tool
The portal – Lending tool for all
The portal – Lending tool for all
Love Finance is both a lender and a broker. What if both use cases were served by the same tool? What if external lenders also got access to it? What if our customers did as well? I was tasked to make a North Star prototype that does just this.
CLIENT
Love Finance
ROLE
Senior Product designer
RESPONSIBILITIES
Designer and Product Owner
create a system
and train peers
YEAR
2024-2025
What?
One portal to serve them all,
one portal to find them,
One portal to bring them in
and with a workflow bind them.
One portal to serve them all,
one portal to find them,
One portal to bring them in
and with a workflow bind them.
This project was about unifying our current tools. Our Underwriter Portal, Customer Portal and most of our Hubspot workflows. I was tasked to build a tool which every sales representative in and out of the business uses to manage Love Finance's leads.
This project was about unifying our current tools. Our Underwriter Portal, Customer Portal and most of our Hubspot workflows. I was tasked to build a tool which every sales representative in and out of the business uses to manage Love Finance's leads.
WHY?
Account managers are making 4-6 proposals per lead, taking up to 20 minutes each.
Account managers are making 4-6 proposals per lead, taking up to 20 minutes each.
With 80 AMs in the business, proposing 5-8 leads a day, the Portal is an obvious tool to focus our Platform Squad's efforts.
With 80 AMs in the business, proposing 5-8 leads a day, the Portal is an obvious tool to focus our Platform Squad's efforts.
"
… Outlook, then this form in Word, then send it to the Props Team, who send it to the lender. But some of them need an online form too…
Love Finance Account manager
"
"
… Outlook, then this form in Word, then send it to the Props Team, who send it to the lender. But some of them need an online form too…
Love Finance Account manager
"
How?
The dream is that no sales representative needs to open HubSpot.
The dream is that no sales representative needs to open HubSpot.
HubSpot is a CRM, we can talk about if it's good or not, but it's definitely a CRM, not a Project Management Platform.
HubSpot is a CRM, we can talk about if it's good or not, but it's definitely a CRM, not a Project Management Platform.
I've come up with a solution where the Account Managers do not have to switch tabs (and context) to access all the information they need to make a proposal.
This is not a greenfield project. We have very similar systems in place for our Underwriters and when your users are only one floor away from you, you can bet on very up-to-date and direct feedback!
I've come up with a solution where the Account Managers do not have to switch tabs (and context) to access all the information they need to make a proposal.
This is not a greenfield project. We have very similar systems in place for our Underwriters and when your users are only one floor away from you, you can bet on very up-to-date and direct feedback!
