TD U.S Portal

Loans

Loans Wireframes

Visuals - click image for full preview

The business loan designs were created over a period of 6 months. The goal was to create screens that were intuitive, easy to understand and be a tool that customers would use on a regular basis.

Dashboard Widget

The widget was created on the dashboard so a user is able to see & access their favourite accounts.

Dashboard Widget

List of accounts

Transaction page

Details page

List of accounts

The user can view all of their loan accounts inside the new "credits" tab that was created.

Transaction page

Once a user clicks on any one of their accounts, they're directed to the transactions page.

Details page

Once a user clicks on the details tab they'll be taken to this screen where they're able to see their account details.

click image for full preview

Statements

Wires - click image for full preview

Visuals - click image for full preview

The goal was to create statements that were easily accessible, can be exported and provide the user with the ability to download the latest statement quickly.

Statements tab

The widget was created on the dashboard so a user is able to see & access their favourite accounts.

Statements tab

Sub statements

Year selector

Sub statements

The user can view all of their loan accounts inside the new "credits" tab that was created.

Year selector

Once a user clicks on any one of their accounts, they're directed to the transactions page.