Jatin
Palande.
Palande.
BACK
Realto is a new age real-estate managment system. keeping realtors connected //
Creating good communication and managing investement made easier & convenient
Creating a reliable way for managing investment and optimising customer experience
Conclusion
Research
Getting property from purchase to finding investors was a long process. Simplying and understanding each step helped us understand the actual loop-hole a realtor could face
We came across conducting campaigns as a main problem because it was hard for them to collect the client data from one end and campaign on the other end
Making it easier for relators to close the campaign and contact clients
Our solution helped realtors and clients to schedule a meet at a single platform. We integrated CRM & Digital Campaign so the realtor could easily know the details about the client and his investment at one place
Following a schedule is hard. With the help of realto everything related to realtors and investements was brought closer
Simple over complex
Information Architect
Information Architect
Keeping the options open all over the platform, so the realtor could access all everything. Focusing on the utility of the realtor of investors data.
High Fidelity
Realtor Dashboard
Design of the Dashboard was designed in an // L shape // . So the user could scan easily from left to right.
Overview page had handy options. The user could swap through different options & content easily.
All in one platform
Integrated different functions for a realtor to make the process simpler
Realtors had to connect to different platforms to link and record data. We came up with the solution.
Now few steps of the realtor were cut down so that they can focus on the investors and not on managing them.
Now few steps of the realtor were cut down so that they can focus on the investors and not on managing them.
Overview Dashboard
This page consisted of some important information that realtor could require to track details about the clients and activities like Deals snapshots, CRM 360, Caledar etc
Deal snapshot
It had all the content on the activities about investmenets. It had four main components:
Active Deals - To know exactly how many deals are active currently and or till date.
Targets - Exact target achieved till date. It helps the user to know how much work is pending.
Total Commitments - This was the commitments people have done. This data could help find difference between Total targets and Commitments.
Total Investments - Investements till date was necessary to understand the conversion of the deals
Active Deals - To know exactly how many deals are active currently and or till date.
Targets - Exact target achieved till date. It helps the user to know how much work is pending.
Total Commitments - This was the commitments people have done. This data could help find difference between Total targets and Commitments.
Total Investments - Investements till date was necessary to understand the conversion of the deals
Deal management
Users had the problem to compare the investements and number of investors. This section had an in-detail information about the deal's status and different logs like, Active Investments & Investments received etc.
Detail : Default Deal managments screen
CRM 360
For realtors to connect to clients easily by looking at the chart. This section helped realtors to take actions easily.
Simplified data to understand the content without cognitive load
Apart from optimizing data ease of use, the simplicity of content management was crucial.
Digital Campaign
Important Customers were only one half of the marketplace. In order to grow the realtors Investments we helped there creative aspect play a role in the Digital Campaign area
Short and simple
Accounts were made clear
Accounts were made clear
Doc centre & Report analytics
We kept most needs basic so the realtor could access the documents easily and could execute the futher procedure.
Learning from the past experiences. The section was mostly focused on improving the skills. So they could also watch the analytics and study from the past events
Challenges
Understanding different components in a realtor's story and to create a plain journey which could help them achieve there goals. I overcame this by taking some investing exercises.
Takeaways
Every project I worked upon gave me a close view about how human interaction is brought closer to Interfaces.
Thank you!