Moneytech wanted to create an online portal that would enable brokers, on behalf of small to medium sized businesses, to apply for loans, track application status, and manage their accounts. Ease of use and consistency with the brand was key. Basic wireframes were provided, as well as documents containing written content and required legal questions and copy.

Screens Shown: Recording of someone moving through the Portal, Login, Home, Home with Announcements & Popups, Clients, Clients with Popups (Adding a Client), Client Details, Application process (multiple) - combined Term Loan & Line of Credit Loan, Calculator, and Profile.

Screens not Shown: Application process for five other types of loans.