We designed and built a lead funnel board for tracking funding requests.
Lendingpot helps small and medium-sized businesses secure loans in a quick and transparent way. The digital loan marketplace allows businesses to connect directly with Relationship Managers of financial institutions that provide funding. In order to track funding requests easier, Lendingpot hired us to design and build a lead funnel board to be integrated in their existing application.
We designed the board and custom components based on Lendingpot`s UI theme (including light and dark mode) and mapped out the main flows. We then coded it using Laravel and Vue3. The Kanban-style board allows you to track and move loan requests across all stages, from new leads to accepted requests. The board provides advanced filtering and a detailed overview of all activity: when and how many times the lead was contacted, follow-ups and comments.
Vue3, Laravel
UI/UX design, project management & sprint planning, development, testing, deployment