Buildertrend is a construction industry SaaS platform helping general contractors run their businesses. It provides solutions for their entire workflow from lead generation to collecting payments. As a Senior Product Designer, I create a range of new products and product design strategies within Buildertrend's financial services. I collaborate with internal teams across the business and external partners to create new features, improve existing experiences, and lead workshops and research initiatives.
Timeline
2025
Role
Lead Product Designer
Team
PM, Dev
Impact
21% increase in onboarding completion
17% increase in on-time lending payments
0-1 product design to raise client’s finances from 0-1
This initiative created an entirely new experience for customers to request loan draws from a client’s bank to fund a project. Buildertrend didn't have any capabilities for this workflow so I designed an entirely new journey to request a bank draw in the simplest way possible. I worked with internal teams and external banking and technology partners to weave the new experience into an already robust platform.
Coordination, simplification, integration
Designing this new product feature required coordinating with various lending and payment processing partners and integrating their functionality into Buildertrend’s already dense user journeys. The challenge was to keep a user within the Buildertrend platform and give them essential functionality without overcomplicating their workflow. I designed a set of screens and interactions where users can request and track client loan draws all within their typical journey. Instead of logging into multiple parter dashboards, they now request and track everything they need within a few clicks, saving them time and encouraging engagement with other Buildertrend financial products.
Remapping onboarding to get customers to their destination
Onboarding should be efficient yet comprehensive, but the experience of signing up for Buildertrend Payments felt crowded and disjointed, leading to user drop off. I mapped all touch points connecting to payments onboarding, streamlined the information requested, and cleaned up the visual design to create a more efficient experience.
Creating a guided journey
The new flow is a four step process that clearly outlines requirements and progressively discloses the information a new customer of payments needs to know when signing up. It holds their hand as they complete each section, walking them through the KYC (know your customer) data collection process so that they complete all fields and successfully submit an application. The redesign reduced user drop off by 20%