The project aims to design a suite of applications that connects all the stakeholders involved in the process of buying and closing a real estate. This application is designed to manage and connect all the users; Realtor, Attorney, Lender, Buyer and Seller through one central platform. Some of the features of this application are case management, calendar, email, and kanban charts.
Duration: Ongoing Freelance Project
Tools: Figma, Adobe suite
Deliverables: UX UI Design for CRM Application
Methodology: Wire-framing, Style guide, Hi-fidelity prototyping
1. DISCOVERY & RESEARCH
RESEARCH
I started the discovery phase by sending out surveys to Real estate partners, users and gauging the responses into my next round of research. For immersive research experience, I talked to 2 different realtors to breakdown the experience of the closing process through contextual enquiry. To further validate my experiences, I interviewed few buyers and attorneys in one of the agencies to understand their needs and everyday challenges.
DATA SYNTHESIS
From the interviews, some of the following patterns were identified:
How buyers/ sellers find their Real estate agents
How clients stay informed and stay connected to the updates to their property
What they don’t want in the closing process
What the Realtor community needs
How the attorneys and realtors manage their cases
What they do to minimize the process time
From these responses, I was able to identify themes and threads that I would weave into distinct user personas to help guide the problem and solution statements.
COMPETITIVE ANALYSIS
STEPS OF A REAL ESTATE CLOSING
1. Open an Escrow Account
2. Title Search and Insurance
3. Hire an Attorney
4. Negotiate Procedural Costs
5. Complete the Home Inspection
6. Complete the Pest Inspection
7. Renegotiate the Offer
8. Lock in Your Interest Rate
9. Remove Contingencies
10. Timed Funding Requirements
11. Final Walkthrough
12. Understand the Papers
13. Close the deal
14. Move In!
2. DEFINE
PROBLEM STATEMENT
The user needs a way to communicate with all the stakeholders involved in the process of buying real estate. He needs a secure way to share information and documents needed in the process of closing a Real estate deal.
DESIGN HYPOTHESIS
How might we create an application to search all the key stakeholders in the process of buying a real estate.
How might we create an application that could be used by all the stakeholders to communicate via a common secured channel.
How might we create a system to maintain and track all the communication history between different stakeholders.
PERSONA
USER STORIES
SKETCHING
WIREFRAMES
4. MEASURE & TEST
HI FIDELITY MOCKUPS
USABILITY TESTING FEEDBACK
The login screen should allow the user to login from Facebook and Google accounts.
The search feature for finding realtors should be based on location, price and agency.
The user should be able to search realtors using filter based on Rating, agency and expertise.
The home dashboard should provide quick access to all the features within the app.
The search page should allow the user to save/ favorite realtors.
PROTOTYPE
