SortMe Prototype — prd-114-onboarding-redesign

Screens in this prototype

Every screen and state, on desktop and mobile, at a glance. Click any frame — or Enter the prototype — to open it live.

Enter prototype

Variants: New user (owner with a mortgage — the longest branch), then the $1 trial and connect-a-bank on the same page · Invited partner (age, living situation, KiwiSaver), then connect a bank — no trial

Question 1 — age (default)

primary

Reach: first paint after account creation

43% already earned; goal tile filled

Desktop
Mobile

Question 2 — living situation

primary

Reach: after age

Desktop
Mobile

Living situation — Something else (free text)

state

Reach: tap Something else

Desktop
Mobile

Question 3 — home value

primary

Reach: owners only

Desktop
Mobile

Home value — validation error

state

Reach: Next with $0

Desktop
Mobile

Question 4 — mortgage (lender + expiry)

primary

Reach: owners with a mortgage only

Desktop
Mobile

Mortgage — calendar open (month/year jump)

state

Reach: tap the calendar icon

Desktop
Mobile

Mortgage — typed date error

state

Reach: blur with a malformed date

Desktop

Question 5 — KiwiSaver

primary

Reach: everyone

Desktop
Mobile

KiwiSaver — connectable provider + balance

state

Reach: select an Akahu-supported provider

Desktop
Mobile

KiwiSaver — I don't have one

state

Reach: tap the negative chip

Desktop

Save failed + Retry

state

Reach: request fails on Next

Desktop
Mobile

Question 6 — invite your partner

primary

Reach: everyone except invitees

Desktop
Mobile

Invite — own email (422)

state

Reach: submit own email

Desktop

Invite — already linked (422)

state

Reach: submit a linked email

Desktop
Mobile

Invite — throttled

state

Reach: 4th attempt in a minute

Desktop

Renter branch — question 3 is KiwiSaver

state

Reach: answer I rent

4 questions, no home value or mortgage

Desktop
Mobile

Resume — returning mid-flow

state

Reach: come back after leaving

answers kept, question 4 active

Desktop
Mobile

Done — bank connected → the Overview (materialised)

primary

Reach: finish or skip the last question

the end of onboarding

Desktop
Mobile

Materialised — after first bank connection

state

Reach: connect a bank; demo data removed

section gone; Property + KiwiSaver in Connected Accounts

Desktop
Mobile

Living situation — long free text in the tile

state

Reach: type a long Something-else answer

Desktop
Mobile

Saving — Next in flight

state

Reach: tap Next on a typed step

button disabled + Saving…; chips disable while a one-tap answer saves

Desktop
Mobile

Renter — questions finished → the paywall

state

Reach: answer I rent, finish

inapplicable tiles hidden; 100%

Desktop
Mobile

Everything skipped → the paywall

state

Reach: skip every question

tiles read Skipped, distinct from not-asked

Desktop

Invitee — question 1

primary

Reach: signup via a partner invite

Desktop
Mobile

Invitee — KiwiSaver is question 3

state

Reach: no home value or mortgage

Desktop
Mobile

Invitee — connect a bank, bank connected

state

Reach: after KiwiSaver

Desktop
Mobile

Invitee — questions finished → connect a bank (no trial)

state

Reach: 3 questions

Desktop

After the questions — $1 trial (paywall, on the page, no tiles above)

primary

Reach: after the invite step

Annual · Boost selected; neutral top bar until the trial starts

Desktop
Mobile

Trial — Pro, monthly, details open

state

Reach: tap Pro, Monthly, Details

Desktop
Mobile

Trial — 2-year option

state

Reach: tap 2 Years

Desktop

Trial — card form (Stripe on build)

state

Reach: Start My Trial

Desktop
Mobile

Trial — processing

state

Reach: Subscribe

Desktop

Trial — card declined

state

Reach: Subscribe with a declined card

Desktop
Mobile

After the trial — connect your bank (on the page)

primary

Reach: after the trial starts; trial cluster now in the top bar

trial cluster now in the top bar

Desktop
Mobile

Bank — connecting (Akahu OAuth on build)

state

Reach: Connect Accounts via Akahu

Desktop

Bank — connected (OAuth return)

state

Reach: back from Akahu

Desktop
Mobile

Bank — Upload CSV tab

state

Reach: Upload CSV tab

Desktop
Mobile

Bank — Skip, are you sure?

state

Reach: Skip (first tap)

Desktop
Mobile

Bank — reached after skipping the trial

state

Reach: Skip (try with demo data)

Desktop

Done — bank skipped → the first-run Overview

state

Reach: Yes, Skip

Desktop
Mobile