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IEFinance Partner Portal – Loan Application Redesign

January 23, 2026
|In Case Studies - MP
|By Valentina

cs_melisThis case study was written by Melis Konez [mentored by Alessia Rossini] as a part of our UX Tree Mentorship Program

Project Overview

A broker portal redesign for IEFinance to streamline the loan application workflow, improve data accuracy, and provide early compliance insights using CRO and Revenue data. My role included end-to-end UX/UI design over four months.

My Role

UX/UI Designer — Led end-to-end redesign of the broker loan application, from research and IA to high-fidelity UI and prototyping using IBM Carbon.

Tools

Figma · IBM Carbon · Miro · FigJam · Notion

Timeline

4 months (Research → Design → Prototype → Testing)

Problem

The IEFinance Partner Portal redesign focuses on improving the end-to-end loan application experience for brokers and financial partners. The existing system relied heavily on manual data entry, fragmented information sources, and inconsistent workflows, creating unnecessary friction during the application process.

The portal has not been widely adopted. Partners often reach out directly to IEFinance’s sales support via calls and emails, leaving IEFinance staff to complete the application on their behalf.

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Valentina

Valentina is the founder of UX Tree and a Design Manager at Vhi, bringing over a decade of hands-on UX experience. She holds a master’s degree in User Experience from IADT and is passionate about mentoring emerging designers, with a strong focus on strategic thinking.

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