ClientFinder: Revolutionizing real estate promotion
Streamlining marketing efforts and enhancing client engagement
PRODUCT
PURLIN | CLIENTFINDER
ROLE
SENIOR PRODUCT DESIGNER
PLATFORM
WEB
A little intro
ClientFinder, a vital component of Purlin's B2B product lineup, offers white-label solutions tailored for real estate professionals. Designed to elevate brand presence and streamline marketing efforts, ClientFinder embodies Purlin's commitment to innovation and efficiency in the industry. Leveraging cutting-edge AI solutions for targeting and text generation, ClientFinder empowers users with advanced tools to maximize their marketing impact and drive business growth.
Problem
Real estate agents face challenges in effectively promoting their brand and listings, as well as providing comprehensive information about loan products, home valuation tools, and mortgage products to potential clients. Existing platforms may lack integration, user-friendliness, or customization options, resulting in inefficiencies and missed opportunities for agents to showcase their services and properties effectively.
User Pain Points
Fragmented Promotion Efforts: Real estate agents struggle with managing multiple platforms for promoting their brand, listings, and financial services, leading to fragmentation and inconsistency in their marketing efforts.
Limited Customization: Existing platforms may offer limited customization options, making it difficult for agents to tailor their marketing materials to their unique brand identity and target audience.
Inadequate Information Access: Clients often seek comprehensive information about loan products, home valuation tools, and mortgage options, but agents may lack efficient tools to provide this information in an accessible and engaging format.
Outcome Objective
The goal is to develop a promotion platform that streamlines real estate agents' marketing efforts, enhances their ability to customize and personalize promotional materials, and provides comprehensive information about financial services to potential clients in an engaging and user-friendly manner.
Research Approach
To address these challenges, the research phase focused on:
Conducting in-depth interviews with real estate agents to understand their pain points, preferences, and workflow challenges.
Analyzing existing promotion platforms and tools to identify common usability issues and areas for improvement.
Gathering insights from potential clients to understand their expectations and needs when searching for properties and financial services.
Information Architecture
Developing a structured and intuitive information architecture for ClientFinder to ensure seamless navigation and access to key features such as brand promotion, listings, loan products, home valuation tools, and mortgage options.
LoFi designs & Discussions
After designing architecture, had a discussion with the tech team, product manager and the product owner. We discussed the wireframes and the main navigation items for kicking of the design. Also with the tech team determined the technical constraints.
Validating our designs
We validated our designs conducting usability testings with 5 participants, so we tested the main user flow starting from choosing promotion type, then the goal and the whole promotion set up process with the analytics part. We also couldn't pass by AI and added some AI functionalities to engage our users and give them better experiences and results.
A few captures of the flow:
Discussions & Handoff
Following the collection of user insights and pain points during usability testing, we incorporated these findings into our designs, ensuring they were refined and ready for handoff. Prior to finalizing the handoff, we engaged in discussions with both our internal team and the tech team, outlining the proposed solutions and updates.
Business impact (B2B)
Onboarding approximately 50 partners within a span of six months showcases a significant expansion of the platform's reach and market penetration.
Serving an estimated 1,500 to 2,000 users through these partners emphasizes the platform's scalability and broad user base.
Achieving an average of 30-40 users per partner underscores the widespread adoption of the platform among real estate professionals.
Noteworthy increase of 30% in sales generated from Purlin Sparks subscriptions highlights the direct impact of cross-promotion and integration efforts on revenue growth.
Business impact (B2C)
Lead Generation: Increased by 20-25% within three months, showing how the tool helped individual agents generate more qualified leads.
Client Engagement: Boosted by 15-20%, indicating higher interaction rates with the promotional materials created by agents.
Conversion Rates: Improved by 10-15%, reflecting the tool's effectiveness in helping agents convert leads into clients.
