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VP mvp · product design

Real estateSeed21 / 27
Client
Confidential client
Category
Real estate
Scope
Discovery, product design, software, system integrations
Type
MVP · Internal system

A real estate team managed deals across spreadsheets, shared files and separate tools, so tracking a property, its clients and the next step meant piecing information together by hand.

We designed and built one internal platform: a visual deal pipeline, connected client records, guided checklists, a profitability calculator and AI that evaluates each property.

A shared workspace to run property deals, with a clear view of progress and an AI assessment that flags which opportunities deserve a closer look.

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  • A laptop on a leather chair showing a real estate deal pipeline with property cardsA laptop on a leather chair showing a real
  • VP: The deal pipeline on a monitorThe deal pipeline on a monitor
  • A deals table on a tablet with a keyboard, on a wooden deskA deals table on a tablet with a keyboard
  • VP: A property record on a laptopA property record on a laptop
  • A laptop on a leather chair showing a real estate deal pipeline with property cardsA laptop on a leather chair showing a real
  • The deal pipeline on a monitor: columns by stage with property cards, prices and ownersThe deal pipeline on a monitor
  • A deals table on a tablet with a keyboard, on a wooden deskA deals table on a tablet with a keyboard
  • A property record on a laptop: overview, gallery and contactsA property record on a laptop
  1. A laptop on a leather chair showing a real estate deal pipeline with property cards
    A laptop on a leather chair showing a real

  2. 01 · The challenge

    Moving a deal forward shouldn't need a round of messages to find out where it stands.

    A real estate team was running its deals across spreadsheets, shared files and separate tools. To know where a property stood, or who was waiting on what, someone had to ask.

  3. 02 · Strategy

    A custom platform, with AI where it helps a decision

    We designed and built a custom internal platform that brings the process into one workspace.

    Product ideaEvery deal's next step, clear

  4. 03 · Pipeline

    Made every deal's next step clear

    We organised the work into a visual pipeline. Each card brings together the property, the person responsible, its current stage and the latest update, so the team understands a situation before opening the full record.

  5. The deal pipeline on a monitor: columns by stage with property cards, prices and owners
    The deal pipeline on a monitor
  6. A deal card for a family home: asking price, owner, stage and notes
    A deal card for a family home
  7. The pipeline on a phone held upright on a wooden stand
    The pipeline on a phone held upright on a
  8. A deals table on a tablet with a keyboard, on a wooden desk
    A deals table on a tablet with a keyboard

  9. 04 · Property and AI

    Helped the team assess each property with AI

    Property information, photographs, contacts and notes sit together in a structured record, with clear tabs that keep the overview easy to scan. The profitability calculator and financial overview live in the same record.

  10. A property record on a laptop: overview, gallery and contacts
    A property record on a laptop
  11. A hand holding a phone showing a property record
    A hand holding a phone showing a property
  12. A closing checklist with steps, key dates and recommended actions
    A closing checklist with steps
  13. A deal's activity history on a monitor
    A deal's activity history on a monitor

  14. 05 · Clients

    Kept client conversations connected to the right property

    We linked people to their deals and property history. The team can move from a contact to the relevant property, see previous notes and understand the relationship without piecing it together across tools.

  15. A client profile with personal details, properties sold and properties of interest
    A client profile with personal details
  16. A clients and agents table in a warm wooden room
    A clients and agents table in a warm wooden
  17. An agent profile on a tablet resting on fabric
    An agent profile on a tablet resting on

  18. 06 · Workflow

    A complex process, easier to use every day

    We started by walking through the team's existing work, then tested clickable wireframes with employees. Their feedback helped us simplify navigation and put the most useful information where people expected to find it.

  19. A flow diagram of the deal process, from first enquiry to a completed deal
    A flow diagram of the deal process
  20. A connected workflow map across property, clients, negotiation and legal steps
    A connected workflow map across property
    1. 01Understand the work
    2. 02Connect the pieces
    3. 03Learn from real use

  22. 07 · Impact & proof

    What this means if your deals live in spreadsheets

    5xFaster real estate property deal evaluation

    100%Elimination of fragmented deal spreadsheets

    0Lost closing checklist items across live deals

    A pipeline only helps if it matches the way people work.

  23. 08 · Deliverables

    Discovery

    Process mapping, Clickable wireframes tested with the team

    Product

    Visual pipeline, Property and client records

    Intelligence

    Profitability calculator, AI property evaluation

    Engineering

    Software development, System integrations

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