KYC Loan Application System

I designed and developed a no-code KYC (Know Your Customer) loan application system to streamline how bank customers apply for loans online. The solution enables customers to register, enter their basic personal information, and submit all required loan application details—including loan amount, loan purpose, monthly income, and supporting identification data. Once submitted, each application is automatically added to the bank’s internal loan application management dashboard, where admins can view the status, date submitted, and all customer-provided information in a structured format.

This project demonstrates my ability to design and implement end-to-end digital workflows, create operational efficiency, and rapidly deliver functional tools using no-code platforms. It highlights how thoughtful UX and process design can transform manual loan onboarding into a seamless, trackable, and scalable digital experience.

Customer Side

  • Clean, mobile-responsive KYC form

  • Personal information capture

  • Contact and identification details

  • Loan application details (amount, type, etc.)

  • Secure data submission flow

Admin Side

  • Structured list of all applications

  • Real-time submission visibility

  • Application status categories

  • Easy review and processing

MVP Key Feature

Design Approach

  • User-Centered: Simplified form structure to reduce cognitive load

  • Efficiency-Focused: Automated submission-to-database flow

  • No-Code Implementation: Built and shipped rapidly using a modular approach

  • Scalable Layout: Can easily integrate identity verification APIs, scoring tools, or CRM handoff

Reduced manual entry workload for loan officers

  • Improved data accuracy through structured fields

  • Faster customer onboarding

  • Clear visibility of applications for admin teams

  • Demonstrates a real-world, operational no-code use case

Our team

Our strength lies in our individuality. Set up by Esther Bryce, the team strives to bring in the best talent in various fields, from architecture to interior design and sales.

Joeffrey Madid
Product Designer/Manager