The applicant portal was a DIY application experience. Applicants would apply for financing through either the merchant's site, or from a link sent by the sales staff. The process was quite lengthy and therefore broken down into bite-sized chunks so as to not overwhelm the user.
The merchant portal allows sales representatives or merchants to manage their customer applications. They can complete the application process on behalf of the customer, send links for the application process to customers, check on the status of current applications, and get detailed reports of their applications.
Managing the Applicant vs Merchant Portals
It was certainly challenging to balance the design of both sides of the product from a UI perspective. They needed to look vastly different yet similar 🧐. The Merchant Portal obviously had much more information to display and was thea more robust portion of the app while the Applicant Portal was simple and minimalistic with a heavy focus on ease of use. We knew that a wide variety of users would be engaging with the product so (Nick Bollen) conducted diligent user testing sessions to ensure we delivered.