Realogy Leads Engine Platform
Realogy Holdings Corp. is an American publicly owned real estate services company. It owns and franchises several real estate brands and brokerages, and offers relocation, lead generation, title, and settlement services.
About The Project
Leads Engine is a product that allows brokers and company admins to better manage the leads their agents receive across a variety of sources. Some of the sources include popular internet sites, digital advertising campaigns, referrals as well as manual leads from phone calls and walk-ins. Users can automate the lead flow process by building custom rules, monitoring their agent’s engagement in addition to managing their agent profiles. Streamlining this workflow process allows their agents to do what they do best. To sell properties.
The initial application in the staging environment of Leads Engine had a variety of issues which prompted the need for an entire UX overhaul between both the architecture and interface of the product.
User Testing
Using Realogy’s extensive network of agents, brokers, and company admins across some of the industries leading residential brokerage firms on the market, I tested a variety of participants allowing us to make informed decisions as we looked to improve the overall experience.
Problems Included:
- Unidentifiable icons
- Inability to utilize the navigation menu
- Inconsistent copy and language
- Information overload due to 3 column layout
- Lack of branding and color accessibility issues
- Inability to take simple actions like filtering & saving
Wireframes
I created Low-fidelity wireframes in Balsamiq allowing the quick solve of many of the issues that presented themselves in our usability testing. In addition to addressing the problems at hand, another goal was to create consistent structural patterns across the app making the learning curve for the end user easier all while creating a more streamlined experience across the board.
Final Design
After the wireframes were approved by the Product Owners and Engineering team the final designs were created in Figma this allowed us to rapidly design and communicate the design to engineering. The initial theme that was used for the MVP was for Sotheby’s International Real Estate
