SouthEast Bank

Loan calculator

SouthEast Bank Calculator Project SouthEast Bank loan calculator interface

Background

SouthEast Bank's existing loan calculator was extremely outdated and cumbersome to use. User interviews revealed that customers wanted a calculator prominently featured within the application flow, rather than buried on the home screen. Users were struggling to complete their loan applications and expressed a strong desire to have an integrated calculator within the application process.

I led the complete redesign of the loan calculator, focusing on creating a modern, intuitive interface that would serve new and refinanced borrowers. My design approach incorporated best practices from industry-leading financial tools, including Toyota's automotive financing calculator and Zillow's mortgage calculator.

Info

Timeline

2 months

Responsibility

Research & Design

Team

Brian & Tony - Engineering

Erica & Skylar - Marketing

Kate - Head of Product

Kent - Director of Operations

Candace - Head of Sales & Services

Impact

The redesigned loan calculator proved highly successful, with over 80% of users accessing it during their loan application process in the first month after launch. This directly contributed to a 38% improvement in loan application completion rates.

SouthEast Bank Calculator Dashboard Dashboard prototype - before and after comparison
SouthEast Bank Calculator Interface The two key components of the loan calculator