FAFSA+ Case Study
Simplifying the way students apply for loans
Rethinking the Student Loan Application
Applying for student loans is a daunting process requiring tedious planning and a long, determined attention span.
Students feel lost in the process for several reasons
More than 50% of borrowers feel they don't fully understand the student loan process
More than 3/4 borrowers wish they had someone to help them along in the process
No Clear Steps
The length of FAFSA is overwhelming, without clear guidance or a path
Number of Documents
FAFSA becomes a disorganized mess for students collecting the needed documents
FAFSA requires long-chunks of time for students to get oriented, offering little flexibility for students who work in "spurts"
Modular Application Process
FAFSA in managable segments
FAFSA has an inflexible format
> Mobile Accessibility is an expectation for users
> Users must set large chunks of time aside to just orient themselves to begin working on FAFSA
Creating a plan-of-action for students
FAFSA+ creates quick daily tasks, keeping students on top of deadlines. It creates an easily accessible space for students to complete short tasks in the car, between classes, or at their convenience.
Highly Functional Task Organization
Weekly calendar for users to complete tasks ahead of time
Daily Tasks outlined with completion tracker
consumable form design
Unified Application Home
All your documents and applications in one place
Overwhelming number of documents required
Students struggle to collect and keep track of the numerous documents required by FAFSA. This creates disorganization and a loss of time.
Federal Tax Return
References Contact Information
Letters of Recommendation
A single place to organize your applications and documents
FAFSA+ creates a folder for each loan application. Required documents are stored within the applications folder. Questions are neatly organized by section.
Everything you need for loan applications
stored in one place
Applications stored in same section with completion trackers
Applications split into smaller segment
Necessary documents stored within the application
Creating an actionable plan for your preferences
Students have unique working styles
Some students prefer to complete FAFSA in one multi-hour sitting, while others prefer to complete FAFSA in dozens of small 5-minute sessions.
A personalized, actionable schedule for each user
FAFSA+ creates a schedule based on a user's preferences. They can complete the application all at once, or by answering a few questions per day.
Auto-created schedule based on your preferences
Personalize Daily tasks to fit your schedule
Select which days you would like to work on FAFSA
As a potentially expandable brand and product, I worked to create design elements that brand a much broader scope of products and services under the Department of Education.
Incentivizing students to stay on track with FAFSA+ proves to be the most challenging aspect. After validation, students felt comfortable with the overall user interface and experience.
User interviews suggested that students thought such a product could be useful to them - but may become an app that is downloaded for a month, and then deleted; this pattern would likely repeat through student's time in university.