B2B-Small business Loans &
Financing Funding
About
product
It is an innovative platform designed to help small and mid-sized businesses secure fast, easy, and customized financing solutions. With a focus on simplicity and efficiency, Biz2Credit connects entrepreneurs to a wide range of loan options, ensuring they get the funding they need to grow. The platform streamlines the loan process, providing personalized funding recommendations and quick approvals to support business success.
My Role: I was the lead product designer and was responsible for coordinating with UX researcher and stakeholders
Team: Team of 6 members which included product designer, UX researcher and Junior designer, along with 3 members from client side.
Customer application
Customer view is for applying for a loan after creating an account. It features a four-step form that gathers essential business information, including credit and debt details.
Case leads
The internal team is divided to handle different aspects of the product. The experience below focuses on assigned leads, which refers to businesses that have applied for a loan. Employees can view leads assigned to them by a lead manager or assigned by them.
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They can review lead details and take various actions, such as scheduling an appointment, marking the lead as qualified, identifying it as a potential startup, putting it on hold, blocking or activating the account, adding notes, modifying ownership, or updating the lead status after making contact or at any stage in the process.