The Bottleneck
- 3 disconnected workflows
- 30s lost per doc, 20–40 docs/day
- No unified progress visibility
Loan officers were wasting 30+ mins/day jumping between 3 fragmented tabs to manage document requirements. It slowed fulfillment, frustrated ops, and created unnecessary delays across the $1.5B pipeline.
One Tab to Rule Them
- Unified 3 tabs into one scalable view
- Built and tested side-drawer experience
- Partnered with 8 teams for adoption
I led the end-to-end redesign—collapsing Progress, Requirements, and Verification into a single, dynamic UI with a side-drawer for document review and inline progress updates.
Results That Compound
- $781K/year in time savings
- 62K+ hours saved since launch
- Elevated internal UX system-wide
The new interface saved 62.5 hours daily across 250 users, unlocked 15% faster fulfillment, and became the pattern adopted platform-wide.