During my summer internship at CarDekho, I had the opportunity to work on a mobile app designed specifically for agents who assist individuals and car companies in applying for loans. The primary goal of the project was to streamline the loan application process, ensuring that agents could efficiently manage client information, track performance, and assist in the loan approval process.
Agents working in the automotive loan sector faced challenges in managing multiple clients and keeping track of their loan applications. The existing processes were cumbersome, with manual paperwork and decentralized client information. The goal was to create an app that centralizes client data, simplifies loan applications, and allows agents to monitor their performance, helping them be more efficient and client-focused.
The app is designed to streamline the loan management process for agents, focusing on centralization, efficiency, and clarity. It provides tools to manage client data, track loan applications, and evaluate performance while minimizing manual processes.
To gather valuable insights, I conducted 10 in-depth interviews with agents who regularly manage loan applications. These interviews were conducted via Zoom and lasted between 30-45 minutes each. The goal was to explore their day-to-day experiences, challenges, and preferences when handling loan applications. I structured the interviews to uncover both qualitative and quantitative data, focusing on key aspects of their workflow.
Workflow Challenges:
Can you walk me through your typical day managing loan applications?
What are the most time-consuming or frustrating parts of your current process?
Access and Efficiency:
Do you face any difficulties accessing client information or tracking loan statuses quickly?
How do you currently track your performance (loan approvals, pending applications)?
App Expectations:
What features would you find most useful in a loan management app?
How do you envision an app improving your workflow and productivity?
After conducting these interviews, I analyzed the responses to identify common pain points and needs across different agents. This helped prioritize the core features and functionalities for the app, ensuring it directly addressed the challenges they faced in managing loan applications.
How might we create a centralized app that simplifies loan management, provides real-time updates, and improves communication to help agents work efficiently and serve clients better?
The user flow for this loan management app is designed to guide agents seamlessly through essential tasks, ensuring efficiency and clarity. Starting with a straightforward login process, users proceed to a detailed onboarding flow to input personal and professional information. The dashboard serves as the central hub, offering quick access to features like performance tracking, loan management, and client interactions. Users can create new loans, view applications, and use filters to streamline their workflows. This intuitive flow reduces complexity, saving time and improving the overall user experience
My internship at CarDekho was an incredible experience and a significant milestone in my journey as a UX Design Intern. It was my first professional opportunity, and I learned so much during my time there. I had the privilege of working under an amazing manager, Ravinder Singh, who provided invaluable guidance. Being part of meetings with the development team and witnessing my designs come to life was both humbling and fulfilling. It validated my abilities as a designer and boosted my confidence in my skills. This was also my first experience handling a design project independently, which made it even more rewarding. My time at CarDekho not only enhanced my skills as a designer but also contributed to my personal growth, leaving me deeply grateful for the experience.