Polly
Property
Our client is looking for a private B2B property listing platform to manage their real estate properties. The admin can create the property listing and create accounts for partner agents. Their partners can send a request to reserve a property and then receive approval from the admin.
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The client’s vision is to create a platform where their admin can manage all the listings as well as the request to reserve a property from their partners.
Requirement
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Log in and create the listing
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The listing should have images and commission information
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Approve/reject the request sent from partners
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Can create partner accounts
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Log in and view listings
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Send request to the property
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Collaborate with the sale team to create pitch deck for the projects (research, create persona and lo-fi prototype based on the requirements)
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Interview the stakeholder to understand their domain and business flow
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Receive reviews and feedbacks from the client to iterate the design
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Map out user flow and site map
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Design the interface for the product (for both admin and partner platform)
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Clarify the requirements for the development team whenever there are issues arise during the developing process
My responsibility
Domain
Real Estate
Time
2023
Role
UX/UI Designer (cum BA)
Mark
Age: 28 years old
Occupation: Admin
Hannah
Age: 34 years old
Occupation: Partner agent
Mark is the admin at Polly Property. He is in charge of managing the listing and communicating with partner agents to update the status of each property.
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Manage many listings at the same time
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Sometimes, can’t keep up with the status of the properties
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Take time to communicate with agents to update the property's status
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Have a tool to easily control and have an overview of all the listings
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Don’t have to spend too much time to communicating with the agents
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Have quick and easy way to manage and see the status of the property
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Hannah is a partner agent with Polly Property. She is result-oriented and wants to know the status and commission of the property so that she plan on selling these to her clients.
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Don’t know the commissions of the property
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Have to spend too much time to find out which one is available, its position and information
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Don't have a place to organize all of the properties information
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Want to know the commissions of each property
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Can have a place to easily find the properties information
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Have a quick way to know the status of each property
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Persona
Information architecture
1. Admin platform
2. Partner platform
Wireframes
Creating lo-fi wireframes help us align the client's idea with the product visual and features. After agreeing on the wireframes, we can move on to the next step of developing the product.
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1. Admin platform
2. Partner platform
User flow
Based on the requirement, I've mapped out the user flow for the 2 platforms:
Admin platform and Partner platform.
UI design
Logo
Montserrat
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Icons (reuse from Atlassian Design)
Typography
Color
Illustrations
ADMIN PLATFORM
MANAGE PROPERTY LISTING & PARTNERS' REQUEST
CREATE PROJECT
Create new project by filling out project details and upload related documents
The Create project page uses a single page form so that the admin can easily edit and have an overview of the information. Regarding the file upload, it is broken down into smaller sections since it will have its own place on the project details page.
PROJECT DETAILS
View project details, manage listing and publish project
After being created, the project will be saved as a draft. The admin will need to upload the property listing (by clicking Manage property listing) so that they can publish the project. The publish button (blue) stands out more than the Edit property details and Manage property listing button (grey) since clicking this button to remind admin that the project is in draft mode, need to be published.
MANAGE PROPERTY LISTING
Add property listing by downloading template file, filling out all the information and uploading the file.
To add a property listing, the admin needs to download the csv. template, fill out all the information and then upload the file. After selecting and uploading the file, the platform will open a modal that gets all the information from the csv. file. Admin can check the info again and then click Create to officially add the listing to the project. (The platform will automatically disable duplicate information)
MANAGE PROPERTY LISTING
Upload images, floor plans and assign for the property using them
At the Image library/Floor plan tab, the admin can upload all the images/floor plans and then assign selected images/floor plan for the properties using those files. They can select multiple images for multiple properties while only 1 floor plan can be assigned for a property.
PARTNER PLATFORM
VIEW & SEND REQUEST TO RESERVE A PROPERTY
CHANGE PROPERTY STATUS
Admin can click on the property to change the property status
After published, when their partner send a request for a property, admin can click on the property and change the property status to Reserved (approve that request) or change back to Available (reject that request).
PROJECTS PAGE
View project details, property listing and send request
Click on the project will lead the partner to the project details page (similar interface to the admin platform). On this page, the partner can click on a property to view all of its details and then send a request to the admin. After sending the request, the property status will be changed to Requested.
REQUESTED LIST
View the status of all the property partners have sent request and those have been rejected.
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