Fintech · Small Business Lending · Lendio

Built the tool that pre-qualifies a lead before a human ever touches it.

Designed "IQ," a pre-qualification tool that now generates $350K+ in monthly recurring revenue, and a human-in-the-loop review interface that gave our ADR team 8x the lead-handling capacity. Then the company cut half its staff, including me.

Role
Sr Product Designer
Company
Lendio
Timeline
2025 – 2026
Outcome
$350K+ MRR · 8x lead capacity
Lendio IQ pre-qualification tool
$350K+Monthly recurring revenue generated by IQ
8xADR lead-handling capacity increase
Lendio IQ pre-qualification tool
IQ Pre-Qualification

Qualify the lead before a human spends a minute on it.

I designed "IQ," a pre-qualification tool that screens small-business loan leads before an ADR (account development rep) ever picks up the phone. It now generates $350K+ in monthly recurring revenue on its own.

Lendio human-in-the-loop review interface
Human-in-the-Loop Review

Keep a human in the loop, just not on every lead.

Alongside IQ, I designed a review interface that let our ADR team quickly confirm or override the tool's calls instead of manually working every lead from scratch. That gave the team 8x the lead-handling capacity without adding headcount.

Lendio product screen
What's Next

Then a 50% company-wide layoff happened.

Not long after IQ shipped, Lendio cut half its staff, including me. It happens. The work still stands on its own, and it's a big part of why I'm looking for what's next.

Next case study

Workfront: the site that helped get Adobe's attention

View case study →