Broker Portal

Swoop Funding_

Advanced finance-matching, Deal flow management /

2024

Swoop Funding recognized the challenges brokers faced in efficiently managing deal flow and matching short and medium enterprises (SMEs) with suitable finance options. To address these challenges, Swoop Funding developed the Broker Portal, a platform aimed at streamlining deal flow management and finance matching for brokers.

Project

Role

Product Designer

Period

4 years

Tools

Jira
Confluence
Sketch
Figma
Miro

Challenges

Brokers often encountered complexities in deal flow management, including navigating a vast array of finance options and ensuring timely and accurate communication with SME clients. Additionally, the need for advanced finance matching capabilities posed a significant challenge.

Approach

Our approach began with in-depth user research to understand the pain points and workflow of brokers. This research informed the development of user personas and journey maps, providing valuable insights into the needs and preferences of brokers.

Solution

The Broker Portal was designed with a focus on simplifying deal flow management and enhancing finance matching capabilities. The platform featured a user-friendly dashboard that provided brokers with a comprehensive overview of available finance options. Advanced filtering and search functionalities enabled brokers to quickly identify suitable matches for their SME clients.

Integrated communication tools facilitated seamless interaction between brokers and SME clients, allowing for real-time collaboration and document sharing. Additionally, the platform leveraged advanced algorithms to generate finance matches tailored to the specific needs and preferences of each SME client.

Results

Since its launch, the Broker Portal significantly improved efficiency and effectiveness in deal flow management for brokers. Brokers reported reduced time spent on administrative tasks and increased success rates in matching SME clients with suitable finance options.

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The platform’s intuitive interface and advanced features were well-received by brokers, leading to higher user satisfaction and retention.

I was blown away at how neat and organised the UI library was.

Susanna Larsen — Senior Product Designer from Swoop funding

User Flows

UX/UI documentation refers to the comprehensive set of materials created during the design process to ensure clarity, consistency, and effective communication among designers, developers, stakeholders, and other relevant parties. This documentation serves as a guide for understanding the design decisions, interactions, and visual elements of a digital product, such as a website or application.

Visual representations of the paths users take to accomplish specific tasks within the product. User flows illustrate the sequence of steps, decision points, and possible interactions, helping designers identify potential usability issues and optimize the user experience.

Broker Portal future desktop concept

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