Document Upload for Loan Verification

Design work: Q1 - Q2 2026

The Ask

• Design a new manual document upload feature for personal loan verification

Roles

• My role: Lead UX Designer for end-to-end process

• Collaborators: Product Manager, Content Designer & Design Systems Team (Palette, Fonts, etc)

Problem Statement

• 30% rejection rate: customer-uploaded documents are rejected by agents at a very high rate

• This adds friction for the user and delays decisioning

• Moreover, our presentation of which documents to upload is overwhelming

• Also, users report being confused due to a lack of clear guidelines