RealManage
B2B Real Estate Ecosystem
A B2B real estate platform enables channel partners to manage leads and connect with builders seamlessly, while providing builders with automated inventory tracking, all managed through a centralized admin system
Overview
A B2B real estate platform enables channel partners to manage leads and connect with builders seamlessly, while providing builders with automated inventory tracking, all managed through a centralized admin system
Results
🎯 Impact | Numbers |
|---|---|
CP Users | 5000+ |
Builder Users | 30+ |
Manual work hrs saved | 100+ |
Platforms | 4 [ 2 Mobile + 2 Web ] |
Timeline | 5 Months |
Testimonial
"Exceptionally good work. We acknowledge the real estate market is not easy to understand, however to deliver results like this is phenomenal. Design-wise we really liked everything. They were patient with our feedback and helped us get through the design phase effectively."
— Head of Operations, Real Manage
User Pain Points
User / Action | Pain Point |
|---|---|
CP | Tracked 100+ leads manually in Excel sheets |
Builders | Managed 1,000+ property units across spreadsheets |
Coordination | Required endless phone calls and in-person meetings |
Follow-ups | were missed, leads were lost, time was wasted |
Business | No unified platform connected 4 different user types (individual agents, agent firms, builders, and executives) who all worked together but had no centralized system. |
Design Team | Learn an entirely new industry domain while designing complex, interconnected workflows under a tight 21-week deadline |
Design Process
Phase 1: Research & Discovery (3 weeks)
We started by conducting 28+ interviews with channel partners, builders, executives, and market experts to understand their world. Through competitive analysis of 10+ existing platforms, I identified a critical gap: no solution seamlessly connected all the different personas who needed to work together.
Insights Summary |
|---|
Speed matters; most users needed instant access to property data during client calls, not after navigating multiple screens or making phone calls. |
Trust is built manually in this industry, with builder-partner relationships taking years to develop, so we needed to digitize this trust-building process. |
I discovered a hidden fourth persona that wasn't in the original brief: builders needed dedicated admin dashboards for enterprise-level management, not just mobile apps. |
Phase 2: Information Architecture (1 weeks)
Major Insight |
|---|
While we mapped the flows out of personas, we discovered there is a need for a 4th persona that is "Builder Admin." Based on our research we had planned to have a the builder user mobile app but later we discovered we had bigger problems to solve which can't be done via mobile and there is a hierarchy on how builder works, just like CP Eg: A builder with multiple projects has 1000s of inventories to handle, and every process should be followed up to keep track. |
Phase 3: Wireframing & Iteration (10 weeks)
We went through four complete rounds of wireframe revisions, with the lead management flow alone being redesigned four times based on continuous user feedback. Each persona's workflow was tested against real-world scenarios to ensure we weren't just digitizing broken processes but actually improving them. We carefully mapped every cross-persona interaction to ensure smooth handoffs and data flow.
Phase 4: Design System (7 weeks)
We Customized the design system using NativeBase, an accessible cross-platform component library, and customized it extensively with brand-specific components. WCAG 2.1 accessibility standards were integrated from the start to ensure the platform was usable by everyone. The goal was a consistent experience whether users were on mobile or web.
For the brand identity, I created a logo representing buildings, data, and structure core elements of both real estate and our digital solution. The professional blue palette conveyed trust and reliability, while warm accent colors added approachability for everyday interactions.
Solution
Channel Partner Mobile App
Core ecosystem app automating the entire lead management lifecycle for channel partners
Smart Dashboard with pipeline visualization, performance metrics, and a gamified leaderboard
End-to-end lead management from first contact to closure with automated reminders
One-Click Partnerships enabling instant connections between channel partners and builders
Site visit scheduling with direct booking and automatic confirmations
Property browsing with real-time inventory and centralized marketing materials
Commission tracking with transparent agreements and invoice visibility
Executive Mobile App
Built for builder's in-house teams, this app streamlined partnership management and coordination. Partnership Approvals let executives review and assign partners to specific projects with full control. In-House Leads helped manage the builder's direct inquiries through the same proven workflows. Site Visit Coordination allowed executives to accept requests, confirm availability, and track outcomes efficiently. Property Management enabled uploading new units and updating availability in real-time, while the Performance Dashboard provided insights on conversions and comparative metrics across the team.
Builder Admin Web
This centralized web platform transformed how builders managed their business at scale. Multi-Project Management provided unified control across all developments from a single dashboard. Inventory Tracking automated status updates for 1,000+ units, showing which were available, booked, or sold at any moment. The Partnership Hub centralized all channel partner relationships with performance tracking and communication tools. The Marketing Center allowed uploading brochures and floor plans that partners could instantly access and share. Analytics & Reports delivered lead funnels, conversion rates, and revenue tracking with exportable insights for decision-making.
Super Admin Web
The master control panel gave the client complete platform oversight. User Management handled onboarding, verification, and management of all users across personas. Platform Analytics provided comprehensive dashboards for revenue, engagement, and conversion metrics. Marketing Tools enabled platform-wide announcements, campaigns, and promotional activities. Subscription Management controlled plans, payments, and discount codes, while the integrated Support System handled ticketing and query resolution to keep users happy and productive.
Key Takeaways
This project succeeded because of deep domain immersion. I became a real estate expert through daily research rather than staying on the surface. Learning to speak the user's language meant thinking like agents instead of designers, which shaped every decision. The iterative discovery of the fourth persona mid-project proved that flexibility and research trump rigid planning. Most importantly, systems thinking was essential because designing four interconnected platforms required seeing the whole ecosystem, not just individual screens.
I overcame significant challenges by learning a complex industry from scratch in just three weeks, managing four different personas with competing needs and workflows, and delivering everything under a tight 21-week timeline across multiple sprints. The pressure pushed me to prioritize ruthlessly and communicate constantly with stakeholders