Optimize data to find matching buyer

My Role

Senior Product Designer

Tools

Figma · Figjam

Year

2024

My Impact

  • Leveraged our client database to boost visit appointment conversions by 20%, connecting the right properties with the right buyers.
  • Designed a matching system enabling brokers to identify potential buyers before properties go online, accelerating the sales process.
  • Empowered acquisition brokers to showcase McMakler's network of potential buyers, enhancing our value to property owners.
  • Facilitated pre-market sales by instantly connecting brokers with interested clients from our database.
  • Improved broker productivity by providing instant access to matching client profiles for new property listings.

Context

At McMakler, we're a PropTech company transforming how real estate brokers work across Germany. With high interest rates in 2023 making property sales challenging, we recognized brokers needed smarter tools to connect with potential buyers.

Our solution leverages years of accumulated data, giving brokers direct access to a comprehensive client database. This approach allows them to match properties with interested buyers more efficiently, helping brokers identify the right clients before properties hit the market.

HMW ?

  • How might we use our extensive client database to help brokers find the right buyers for properties faster?
  • How might we create a shared system for brokers to access and share client info across teams, making property matching easier?
  • How might we use smart technology to predict which properties clients might like, allowing brokers to reach out to potential buyers early?
  • How might we design an easy-to-use tool for brokers to quickly spot and contact interested buyers when new properties come in?
  • How might we set up alerts to notify brokers when a new property matches a client's criteria, helping them act fast?

Goal

The goal of this project is to transform our current applicant database into a strategic matching system. We aim to develop a data-driven solution that enables brokers to efficiently connect potential buyers with suitable properties, turning our existing online applicant information into a powerful tool for increasing property viewings and sales conversions.

Research

For this feature, we conducted a comprehensive research process to gain deep insights into our brokers' needs and challenges. Our approach included:
for the broker-focused side of our business.

  • 30 qualitative individual interviews with brokers and directors from across Germany, ensuring a diverse representation of genders, age groups, and regions.
  • A national survey distributed to our network of nearly 800 collaborators, providing us with quantitative data to support our qualitative findings.
  • A full-day shadowing session with an acquisition broker in Leipzig, observing their daily activities and identifying key pain points where technology could offer solutions.

This multi-faceted research approach allowed us to develop a draft customer journey map for both broker acquisition and selling processes.

Following our research, we conducted a workshop that helped us refine the customer journey map and align HQ and field brokers on the roadmap and next quarterly objectives for the broker-focused side of our business.

Workshop

We organized a focused 2-hour workshop that demonstrated our commitment to collaborative problem-solving and strategic innovation in real estate technology.

The primary goals were to:

  • Customize and confirm the selling broker journey from go-live to key handover
  • Define key focus areas for our brokerforce

Key Workshop Highlights:

  • 10 participants (5 from field, 5 from HQ)
  • Strategic pairing of HQ and brokerage professionals
  • Collaborative approach to identifying process improvements

By bringing together field brokers and headquarters staff, we:

  • Broke down organizational silos
  • Fostered cross-team understanding
  • Developed actionable insights for optimizing our sales process

The workshop exemplified our team's ability to:

  • Facilitate effective communication
  • Drive data-driven decision-making
  • Implement user-centric design thinking

This approach underscores our commitment to continuous improvement and technological innovation in real estate sales.

Broker
Journey Map

As a facilitator in the workshop, I guided participants to collaboratively build the Selling Broker Customer Journey Map. Together, we identified critical pain points and opportunities throughout the selling process.

This collaborative approach helped us pinpoint key areas where design interventions could significantly improve broker efficiency and success rates in the challenging 2024 real estate market.

Key takeaways from the customer journey map analyis

Pain Points

  • Insufficient applicants for properties, especially in non-urban areas
  • Mismatched applicants and properties leading to wasted time
  • Complex and time-consuming reporting after property visits
  • Manual handling of offers slowing down the process
  • Delays in expose publishing due to correction bottlenecks
  • Time-consuming document gathering from property owners
  • Inefficient paper-based contract processes

Opportunities

  • Implement a data matching system to connect past applications with new properties
  • Introduce pre-call appointments and collect financing information during application
  • Integrate simplified reporting within internal tools
  • Enable offer management within an internal platform
  • Empower brokers to make corrections directly in software with quick approval
  • Allow owners to download documents before broker appointments
  • Provide brokers with access to DocuSign for digital contract management

After a collaborative voting session, we identified the lack of applicants as the most critical pain point. This challenge emerged as our top priority, presenting the most significant opportunity to drive business improvement and support our brokers' success.

Ideation

I conducted in-depth interviews with brokers to understand their current workflows, uncovering key insights about their existing shared Excel lists and property matching practices.

Idea
Concepts

I synthesized our findings to develop two main concepts: "Centralized Applicant Database" and "Integrated Reporting System". These ideas formed the foundation for transforming manual processes into an efficient, digital solution within Brokerforce.

Task flows

After ideation, I defined the MVP core flows:

  1. Accessing the list
  2. Learning about client
  3. Contacting and reporting interest

Additionally, I ensured error handling was considered throughout the UI design process for a robust user experience.These flows formed the foundation for our MVP and initial testing.

Wireframing

I created wireframes to align the information architecture with stakeholders. Through iterations, I refined the core structure and determined key functions for the UX concept. This process established the main framework for our MVP.

UI
Concept

I reviewed the brand identity guidelines and defined the color palette to be used for the UI. Collaborating with the design team, we crafted typography, buttons, input fields, and other elements while ensuring accessibility standards were met. This process established a cohesive and user-focused design within the boundaries of the corporate identity.

User
Testing

I prepared a fully visualized product prototype and developed a comprehensive test plan. This crucial stage allowed me to validate the design by presenting core product functionalities to users. I finalized the prototype to conduct thorough usability testing, marking an exciting milestone in our product development journey.

Pages included in the test : 

List - Past application - Search profiles - Report - Not completed

Total 6 participants - 4 selling brokers - 2 directors

Prototype & Usability Testing Outcomes

Task 1

You have just logged into Brokerforce and received a call from your manager informing you about a new property added to your portfolio. Your task is to find information about this property. How would you proceed to view the details of this new property?

All applicant accomplished the task

Task 2

Now that you have reviewed the information about this property in Brokerforce, your task is to find potential buyers for this property within the system. Based on the information you see on the screen, how would you proceed to identify and contact potential buyers?

5 applicants accomplished the task

Task 3

You've searched for potential buyers, but the results are limited. Your goal now is to expand your search to find more potential buyers. How would you modify your search to increase the number of results in the list? Specifically, consider adjusting the search radius to 10km

5 applicants accomplished the task

Task 4

Based on the information available to you in Brokerforce, you've identified 'Philipp' as a potential buyer for your property. Your task is to initiate contact with Philipp through the system. Demonstrate how you would proceed to contact Philipp

All applicant accomplished the task

Task 5

You've just spoken with Mr. Philipp Shaar on the phone, and he has expressed interest in the property. Using Brokerforce, how would you record this interest and proceed with the next steps?

All applicant accomplished the task

Development

From the earliest stages of ideation, I maintained close collaboration with our engineering team. This iterative approach allowed me to:

  1. Incorporate engineers' recommendations into prototypes
  2. Test and validate technical feasibility of design solutions
  3. Provide data-driven feedback on which recommendations worked best for users
  4. Advocate for user-centric solutions, even when they presented additional technical challenges

By involving engineers early and often, we ensured that our designs were not only user-friendly but also technically viable. This collaborative process helped bridge the gap between design and development, resulting in a more robust and implementable MVP.

This approach fostered a shared understanding of both user needs and technical constraints, leading to a more cohesive and efficient development process.

View Prototype

Next steps

Now that the Potential Buyer feature has reached MVP status, the following steps are crucial for its evolution:

  1. Refine interactions and details: Focus on small UI/UX enhancements to polish the user experience within the Potential Buyer feature.
  2. Prioritize delayed features: Revisit and develop functions that were postponed during the MVP phase, aligning them with the user journey.
  3. Iterate based on data: Use gathered insights to make informed decisions about feature improvements and additions.

What I'd Do Differently Next Time

  1. Focus on core functionality: Ensure the MVP truly addresses the primary user need before adding additional features.