UX & Design Audit
Web Desktop & Mobile
We worked with the Stretto team to fully redesign their platform and rethink the UX around the core components that users interacted with everyday. From the Audit and meeting with client we then came up with a revamped navigation system and updated layout and interactions for primary screens in the platform.
We started off the project, meeting with the client and going over the pain points users faced while using the product. The first problem was that users didn't know how to start the process of creating a user and document repository. The second problem was that the details view of a borrower was jumbled and not easy to navigate. Lastly, users had a hard time uploading documents to the platform; in the flow you need to update documents or add new documents in association with what is lined out in the setup of the borrower account.
We first dove in and worked on revamping the navigation in the main view of the app. We extracted the CTA's from the main navigation (they appeared as links before), and we combined them into one primary CTA in the top right. Guiding users to create borrowers from this single CTA instead of having it as a navigation link.
We came up with a solution where users could easily create new borrowers and manage existing ones, along with a refreshed look at the borrower details.
Our deliverable was to pass off the redesigned screens and establish a design system for the developers to implement, after establishing the design system the development team was allowed to cary through to other screens in the application.