Student Loan Re-org
For the Wells Fargo Student Loan tablet experience, we were tasked with creating an experience for cosigners that would nearly match the experience for primary borrowers, allowing them to check in and make payments if necessary, while protecting the privacy of the primary borrower.
During the initial content audit, I found a lot of redundancy between the Master Loan presentation (i.e. the Mama Loan) and the Subloan presentation (i.e. the Baby Loans that make up the Mama Loan).
With no clear mental model, customers — and us — were a bit confused as to where to find things, and why.
All GrowN Up
Our new experience eliminated the individual Subloan pages and consolidated all the elements into a single Master page with two tabs: Account-level detail on Tab 1; Loan-level detail on Tab 2. Check it out:
Master-Level Details (Expanded)
Loan-Level Details (Expanded)