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Business Loan Workflow Manager

An Online Location-specific Loan Application for Two Credit Unions


An online location-specific loan application shared by two credit unions. Provides an interface for the Applicant and for the Loan Review Office. A login routine enables multiple-session completion of the form and identifies geographically which of the two credit unions is the primary reviewer.

What We Did

  • Conducted a Discovery Process to bring two sets of needs together
  • Produced a Specification for business process and security reviews
  • Designed and developed a Responsive website that works in all devices
  • 2 step verification for login
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