Summary
I designed a progressive form for lending providers to create compliant advertisements for Ally Lending. The form enabled providers to quickly generate ads in various standard sizes by inputting basic information, significantly reducing the time and effort required to create compliant ads.
Problem to Solve / Opportunity
Lending providers spent considerable time creating compliant ads, each requiring specific language for financing options, rates, and disclosures. Ally Lending identified an opportunity to help providers streamline this process with an ad-generating tool, ensuring accurate information and reducing friction.
Flow / Hierarchy
Ally Lending offers financing for two industries: Healthcare and Home Improvement, each with various offerings and loan types. Understanding the differences between these industries, I designed a dynamic form with multiple flows. To reduce user overwhelm, I grouped key information into steps, allowing users to see the number of sections ahead and easily navigate back to make modifications if needed.
To ensure team alignment, I created a flow chart outlining all the information users needed to provide. This visualization helped the team understand the paths for both industries and loan options.
Outcome
The tool launched as MVP 1 to select providers, allowing our team to gather user testing data and receive direct feedback. Most users reported that the tool significantly sped up the ad creation process and was easy to navigate.
MVP 1 featured simple black-and-white text with a standard font. MVP 2 will enable users to select their brand fonts and colors, creating more cohesive and customized ads.