
Duration
2016
Type
#RealEstate, #Responsive, #MobileReady
Responsibilities
personas, sitemaps, wire-framing
What is SoldNest?
SoldNest is a technology-driven real estate brokerage company that uses data and artificial intelligence (AI) to provide a streamlined and cost-effective home-selling experience for homeowners. The company's approach combines innovative technology with personalized service to help homeowners sell their homes quickly and efficiently.
SoldNest's platform uses AI algorithms and market data to determine the optimal listing price for a home and to create a customized marketing plan to reach potential buyers. The company also offers professional photography and virtual staging services, which can help to increase a home's appeal and speed up the sales process.
SoldNest's team of experienced real estate agents provides personalized support and guidance throughout the home-selling process, from listing to closing. The company charges a flat fee for its services, which is significantly lower than traditional real estate commissions, allowing homeowners to save money on the cost of selling their home.
Founded in 2018, SoldNest is headquartered in Sunnyvale, California, and currently serves homeowners in select markets in California. The company's innovative approach to real estate has earned it recognition as a leader in the industry, and it is committed to delivering exceptional value and service to its clients.
The Problem
SoldNest is seeking to revolutionize Real Estate management. In the fast-paced world of real estate, agents require an efficient solution to seamlessly manage their pipeline and stay connected with their customers, whether they are in the office or on the go. Understanding this need, SoldNest was seeking to develop the groundbreaking SoldNest Realtor Admin Panel, providing real estate professionals with a comprehensive end-to-end management platform.
Gone are the days of tedious paperwork and disjointed communication. With the SoldNest Realtor Admin Panel, real estate agents would be able to effortlessly oversee their entire sales process, from initial client interactions to closing deals. This innovative tool would equip agents with the power to efficiently manage their customer relationships and streamline their daily operations.
Designed with the modern real estate professional in mind, the SoldNest Realtor Admin Panel would boast a sleek and intuitive interface that ensures a seamless user experience. Its modern design would not only enhance functionality but also reflects SoldNest's commitment to delivering cutting-edge technology for managing brokerage accounts.
With the SoldNest Realtor Admin Panel, agents can access essential features and tools from any location, whether they are working in the office or out in the field. This flexibility would allow them to stay connected with clients, access vital information, and make informed decisions at all times. From managing property listings and scheduling appointments to tracking leads and monitoring transaction progress, the SoldNest Realtor Admin Panel offers a comprehensive suite of functionalities to optimize agent productivity.
SoldNest is proud to present this product as a game-changer in the real estate industry. By combining seamless pipeline management with a modern design, this platform empowers real estate agents to work efficiently, provide exceptional customer service, and achieve unparalleled success in their brokerage accounts.
The Solution
An internally accessed site for Real Estate Agents that can be used by Brokers to manage the pipeline and dealflow for their Agents, better tracking progress, and allowing the work of the agent (which is often on the road) to keep up with the daily changes in the market, with their clients, and with new potential clients. It's where all the details of a deal are stored and managed for easy access.

Understanding the User
I started the research process by interviewing the client that owned the project and to understand what they perceived (from the perspective of a broker) was holding up deal flow and visibility into the potential deals at every step of the process. Some of new homebuyers, some are in the process of getting all of their inspections done, and some were ready to close. But there was no proper way to manage all of these items in one interface.
Research Insight
Here were some of the insights gathered from the research:
Users to have visibility into their pipeline and deal flow
Users wanted to centralize documentation for their clients and leads to make managing all of that easier
User wanted to be able to visually detect cold or warm leads from hot ones
Personas
Following the analysis of user research findings, the next step was to develop personas, which aided in envisioning the intended audience. To facilitate the design process, I ensured that one particular persona effectively represented a user that was interested in helping understand the way agents interact with clients, how they serve them, and who was enthusiastic about improving the workflow process, taking into account their pain points and frustrations. This persona served as a constant reference point throughout the entirety of the product design journey, helping to maintain a clear focus when making design choices.
Sitemap
Afterward, the focus shifted towards conceptualizing the structure of the product mainly thinking about what the functions and main actions required at this particular part of the process.
Given this perspective, I prioritized the use of desktop computers, and tablet devices and proceeded to design a sitemap that visually depicted the primary user journey within the product.
Sketches
At the onset of the design phase, I initiated the process by creating preliminary sketches outlining the desired page layout. My objective was to enable users to easily navigate between their clients at every stage of the buying or selling process.
Low-Fidelity Prototype
With the foundation of the website's structure in place, the next step involved crafting low-fidelity wireframes. These wireframes served as initial representations of each screen's layout and content. Subsequently, these wireframes were transformed into lo-fi prototypes, allowing for a rapid assessment of how the screens should seamlessly flow together.