Fintech platform for SMB financing
Dynamic onboarding funnels
- ~20%
- reduction in form drop-off
Problem
SMBs apply for financing through multi-step onboarding and loan-qualification forms. The forms are long, the steps differ by business, and applicants were dropping off before finishing.
What I built
Multi-step funnels in Next.js and React, with client-side validation from dynamic Zod schemas. On the back end, NestJS and TypeORM persist the application entities in PostgreSQL.
The hard part
Partial drafts. Applicants needed to save their progress and come back later, but a half-finished form fails strict schema validation. The draft persistence had to accept incomplete steps across the whole multi-step form without raising those errors.
Result
Form drop-off on the qualification funnels fell by about 20%.