Case · 03 / LQX dashboard
LQX dashboard
- Equity management
- Presale
- Pipeline analytics
- Risk monitoring
Industry
Fintech · Mortgage lending
Turnaround
5 days · workshop → concept
Deliverable
4 role-based dashboards
My role
Decoded the lender team's workflow from a raw ChatGPT workshop transcript. Delivered four role-based dashboard concepts in five days — validated with the client team before the pitch.
Outcome
A one-week presale concept that translated the lender team's spreadsheet-driven workflow into a coherent decision-making surface. Four role-based views — analyst, originator, risk, exec — each anchored around what its user actually decides on. Stakeholder-validated, ready for build.
01
Overview
A fintech client came to the pitch with a one-page brief and a raw ChatGPT transcript outlining their lender team's workflows.
Five days later, the delivered concept replaced spreadsheet-driven analysis with a single source of truth: four role-based dashboards built around how analysts, originators, risk teams, and executives actually decide. Stakeholder-validated and ready for the build phase.
02
Process
Step 01 / 06
The process
Studied the initial input from the team — a raw ChatGPT conversation outlining core workflows and personas based on workshop with the client. Extracted key details, clarified scope, and defined dashboard directions.
03
Wireframes
Mapping the structure
Iteration landed on a layout where chart readability, data density, and interactive controls each had a defined role — and stayed out of each other's way.
Final iteration04
UI
Elements
Building the surface
05
Final
Solution
Decision-oriented dashboards
06
Summary
Final thoughts
Lender dashboards aren't about visualization — they're about trust. The work isn't making data look clean; it's designing for the moment the analyst stops opening Excel to verify the number on the screen. The strongest design decision in this project was deciding what NOT to show. Four roles, four mental models, four different default views. The dashboard that tries to serve everyone serves no one.
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