Simplifying Loan Journeys
Simplifying Loan Journeys
Edelweiss ARC - Onboarding Flow
objective
objective
The primary goal of the Edelweiss platform is to make it easy for users to repay their loans. Since the amounts involved are significant, earning the user’s trust was essential. We focused on building a secure yet straightforward login process, and once users arrived at the dashboard, we ensured they had a clear view of their loans, outstanding balances, and the most convenient options for repayment.
The primary goal of the Edelweiss platform is to make it easy for users to repay their loans. Since the amounts involved are significant, earning the user’s trust was essential. We focused on building a secure yet straightforward login process, and once users arrived at the dashboard, we ensured they had a clear view of their loans, outstanding balances, and the most convenient options for repayment.
role
role
Led the project with support from one UI/UX designer.
Led the project with support from one UI/UX designer.
PLATFORM
PLATFORM
Desktop & Mobile
Desktop & Mobile
Design Approach
Design Approach
Ideal User Flow
Ideal User Flow
Key Takeaways
Key Takeaways
During the development of the user flow, we collaborated closely with the Edelweiss team to better understand the target audience and their behavior. We learned that our users are individuals who have participated in property auctions and are looking to repay their loans. The key insight was to keep the process straightforward—no unnecessary features, just a smooth login experience and the ability to pay their dues in full, through 3- or 6-month EMIs, or by entering a custom amount.
During the development of the user flow, we collaborated closely with the Edelweiss team to better understand the target audience and their behavior. We learned that our users are individuals who have participated in property auctions and are looking to repay their loans. The key insight was to keep the process straightforward—no unnecessary features, just a smooth login experience and the ability to pay their dues in full, through 3- or 6-month EMIs, or by entering a custom amount.
Cards Exploration
Cards Exploration
Wireframe
Wireframe
LogiN Flow
LogiN Flow
These login screens were crafted to offer users a simple and intuitive way to access their loan accounts, requiring only a mobile number and OTP for quick verification. The streamlined process reduces barriers and makes it easy for users to get started. To encourage timely repayment, the screens prominently feature the benefits of settling loans, such as enhanced credit scores and overall financial health. Every aspect of the design reflects the insights and priorities discussed with the Edelweiss team.
These login screens were crafted to offer users a simple and intuitive way to access their loan accounts, requiring only a mobile number and OTP for quick verification. The streamlined process reduces barriers and makes it easy for users to get started. To encourage timely repayment, the screens prominently feature the benefits of settling loans, such as enhanced credit scores and overall financial health. Every aspect of the design reflects the insights and priorities discussed with the Edelweiss team.
mobile screens
mobile screens
For the mobile view, we focused on simplicity and ease of navigation. To prevent users from endless scrolling, we introduced a Mod tab, allowing quick access to essential features without clutter. After a successful payment, users are greeted with a dedicated thank you page, providing clear confirmation and a sense of accomplishment.
For the mobile view, we focused on simplicity and ease of navigation. To prevent users from endless scrolling, we introduced a Mod tab, allowing quick access to essential features without clutter. After a successful payment, users are greeted with a dedicated thank you page, providing clear confirmation and a sense of accomplishment.
UI Design
UI Design
login
A simple yet intuitive login screen that emphasizes the input fields while showcasing key benefits alongside.
A simple yet intuitive login screen that emphasizes the input fields while showcasing key benefits alongside.
User overview
User overview
Highlighting the user’s main account details along with their current outstanding dues.
Highlighting the user’s main account details along with their current outstanding dues.
cards
Designing these cards required several rounds of iteration with the Edelweiss team. They requested colorful cards to make them stand out, but preferred to avoid using the brand’s blue due to its lower position in the visual hierarchy. As a result, we opted for subtle, approachable colors that enhance clarity and ensure the cards remain easily understandable for users.
Designing these cards required several rounds of iteration with the Edelweiss team. They requested colorful cards to make them stand out, but preferred to avoid using the brand’s blue due to its lower position in the visual hierarchy. As a result, we opted for subtle, approachable colors that enhance clarity and ensure the cards remain easily understandable for users.
Benefits
Benefits
At the end, we provided users with a clear overview of the benefits they would receive upon paying off their loan.
At the end, we provided users with a clear overview of the benefits they would receive upon paying off their loan.
Mobile Screens
Mobile Screens
Final Thoughts & Impact
Final Thoughts & Impact
The outcome was that the platform was delivered within just a week, and the stakeholders were pleased with the outcome. For me, this case study demonstrates how straightforward communication and clear design can produce the most effective results.
The outcome was that the platform was delivered within just a week, and the stakeholders were pleased with the outcome. For me, this case study demonstrates how straightforward communication and clear design can produce the most effective results.
STATUS
STATUS
The last time I connected with the Edelweiss team, the project was in the production phase. Because it involves sensitive financial and confidential information, I am unable to share further details until it officially goes live.
The last time I connected with the Edelweiss team, the project was in the production phase. Because it involves sensitive financial and confidential information, I am unable to share further details until it officially goes live.
Project designed while working at Evolute Global. All rights reserved by Evolute Global.
Project designed while working at Evolute Global. All rights reserved by Evolute Global.