FIGR / UI TEMPLATE

Borrower Document Checklist

Guide borrowers through identity, income and supporting documents.

Explore a onboarding used for Consumer Lending & Loan Servicing. The sample UI features Confirm identity and Upload income records and shows how users can continue. All records, people and metrics are fictional; adapt the pattern to your existing product.

Borrower Document Checklist

BUILD ON THIS

Make it yours in Figr.

Explore this screen, then bring in your own product and design system to shape the next version.

Use this template ↗

At a glance

Screen

Onboarding

Primary action

Continue

Pattern

onboarding with searchable records, statuses and details

State

Default, Selected, Filtered, Empty, Loading, Warning, Error, Success

Design system

Independent product UI reference; no 1mg design system

What this screen helps with

Inspect Confirm identity, compare it with Upload income records and continue without losing the record's history or status.

What to look for

  • Record examples: Confirm identity; Upload income records.
  • Assigned team: Credit Officer and Loan Ops.
  • Context: Personal Loan.
  • Fictional metric: Open work items = 85.
  • Primary action: Continue.

States to consider

  • Default: show sample records.
  • Selected: inspect Confirm identity.
  • Filtered: narrow by needs review or text.
  • Empty: explain that no rows match.
  • Loading: hold the layout steady.
  • Warning: flag blocked work.
  • Error: offer a safe retry.
  • Success: confirm continue.

Where it fits

Applications → Underwriting → Continue

Patterns in this screen

onboarding, record selection, filters, status labels, task feedback

UX choices to review

Show who owns each record and what should happen next.

  • Keep Confirm identity tied to Credit Officer and Personal Loan.
  • Distinguish Needs review from Complete, even without color.
  • When the task fails, tell the user what happened and let them retry.

Try a similar screen in Figr

Use our existing product flows, Figma components, design tokens and permissions to adapt Borrower Document Checklist. Help users continue on records such as Confirm identity and Upload income records. Explore two directions, then produce an editable design with default, selected, filtered, empty, loading, warning, error and success states. Keep our product conventions; the example records are fictional.

Open Figr

KEEP EXPLORING

More ways to approach your next screen.

Browse other product UI examples, compare patterns, and pick the direction that suits your product.

Explore all 500 templates ↗