- Applicants were abandoning the process when document requests became confusing or repetitive.
- Internal teams used separate systems for risk review, communications, and support handoff.
Fintech onboarding and servicing2025
Beacon Finance Portal
Beacon needed a more trustworthy digital journey for applicants while keeping underwriting, compliance, and support teams in sync.
24%lift in completed applications
46%faster underwriting handoff
37%fewer support tickets during onboarding
- Designed a clearer application narrative with dynamic checklists and real-time progress cues.
- Added secure document processing and internal review surfaces tuned to risk and operations workflows.
- Automated borrower updates to reduce the support burden during onboarding.
- UX redesign and conversion audit
- Portal engineering and secure workflows
- Compliance-aware document handling
- CRM and support integrations
"The portal now feels credible, calm, and dramatically easier for both customers and our team."
Aiden BrooksHead of Product, Beacon