getBora

Designed the brokerage admin CRM so system and service admins can run clients, policies, eKYC, and service logs — with AI chat, reply redraft, and eKYC screening metered per user

Overview

Designed the brokerage admin CRM so system and service admins can run clients, policies, eKYC, and service logs — with AI chat, reply redraft, and eKYC screening metered per user

Device support

Web (responsive)

My role

Product designer

Project duration

~ 3 months

Responsibilities

End-to-end product design — discovery, IA, flows, UI, and handoff

getBora — Service Log
INFORMATION ARCHITECTURE

Site Map

getBora — Site map
INFORMATION ARCHITECTURE

User Flow (excerpt)

getBora — User flow
PROTOTYPE PROCESS

Wireframing

getBora — low-fi wireframe, admin CRM excerpt
Early wireframes (low-fi) — clients → service log → eKYC
FINAL

Final screens

getBora — Home / Notifications
getBora — Clients / Policies
getBora — Service Log / Redraft
getBora — eKYC
getBora — Org billing / usage