Abe Agent Invite Portal
Abe • 2024
Platform: Desktop
The Abe Agent Invite Portal was essential for agents to invite homeowners, provide credits, and display their business cards in the app. However, it faced usability issues, including limited customization and inefficient workflows. I worked with the CEO and conducted realtor interviews to gather feedback, leading to design improvements that streamlined the process and enhanced the user experience.
Role
Lead Designer
My Contributions
As lead designer for the Abe Agent Invite Portal, I collaborated with the CEO and conducted realtor interviews to gather insights and refine the design. I created digital wireframes, high-fidelity prototypes, and streamlined the user flow. These efforts resulted in an intuitive portal that enables agents to invite homeowners, provide credits, and maintain a lasting business card presence in the app.
The Problem
Agents need an efficient, user-friendly tool to invite homeowners, send credits, and display their business cards in the Abe app. Current challenges include limited customization, inefficient workflows, and no automated tracking or resending of unredeemed coupons. The solution should streamline these processes and improve the user experience for both agents and homeowners.
The Goal
The goal of the Agent Invite Portal is to provide agents with an intuitive tool to customize invites, send credits, and maintain business card visibility in the Abe app, while automating coupon tracking and resending for improved efficiency.
Personas
User Research: Pain Points
Homeowners face delays in getting expert advice for urgent repairs, leading to increased damage and higher costs.
Homeowners often underestimate the number of repairs needed after moving in, causing stress and frustration.
Agents spend significant time searching for and vetting trusted professionals to recommend to clients.
Low-Fidelity Digital Wireframes
After sketching wireframes for the invite portal, I developed the initial designs, focusing on creating a seamless user experience for easy navigation and quick access to key features.
Design Iterations
Round 1: Initial High-Fidelity Prototypes
This section shows the first high-fidelity designs based on feedback from the CEO. It highlights the main features and layout decisions that were made to address initial requirements.
Round 2: Homepage and Feature Enhancements
Based on feedback, Round 2 included key updates: a redesigned homepage providing an overview of invited users, increased credit purchase options to streamline transactions, an email preview for invitations, and a "Network Pro" section recommending trusted DIY professionals to homeowners.
To enhance the user experience for agents, I added a bar graph to the homescreen that provides a quick visual of key metrics: homeowners invited, and money sent, spent, and pending. This design simplifies data tracking, helping users manage performance and workflows at a glance.
High-fidelity Prototype
The final high-fidelity prototype presents streamlined user flows for inviting homeowners and managing credits. It meets user needs for simplified credit purchases, clear invite previews, and easy access to recommended pros.
Takeaways
Impact:
Once launched, the Agent Invite Portal is expected to streamline the agent experience by reducing the time and effort spent on inviting homeowners and managing credits. The added features, such as pro recommendations and invite previews, were tailored based on identified pain points and early stakeholder feedback, aiming to enhance client relationships and offer seamless support for homeowners post-purchase.
What I learned:
This project reinforced the importance of aligning design features with both user and stakeholder needs. Collaborating closely with the CEO highlighted how small adjustments—like adding an email preview or simplifying credit purchasing—can make a big impact on usability. I also learned that even in early development, feedback-driven iterations are essential for creating a tool that agents will find valuable and easy to use.
What I learned:
Future updates could include a social media marketing feature to help agents increase visibility by sharing property updates and trusted pro recommendations. Additionally, a 'Pro Network' feature would allow agents to curate and share a list of vetted professionals, boosting client trust and simplifying access to reliable help for homeowners.
Let's connect!
Thank you for your time reviewing my work on the Abe Agent Invite Portal! If you’d like tosee more or get in touch, my contact information is provided below.
Abe Agent Invite Portal
Abe • 2024
Platform: Desktop
The Abe Agent Invite Portal was essential for agents to invite homeowners, provide credits, and display their business cards in the app. However, it faced usability issues, including limited customization and inefficient workflows. I worked with the CEO and conducted realtor interviews to gather feedback, leading to design improvements that streamlined the process and enhanced the user experience.
Role
Lead Designer
My Contributions
As lead designer for the Abe Agent Invite Portal, I collaborated with the CEO and conducted realtor interviews to gather insights and refine the design. I created digital wireframes, high-fidelity prototypes, and streamlined the user flow. These efforts resulted in an intuitive portal that enables agents to invite homeowners, provide credits, and maintain a lasting business card presence in the app.
The Problem
Agents need an efficient, user-friendly tool to invite homeowners, send credits, and display their business cards in the Abe app. Current challenges include limited customization, inefficient workflows, and no automated tracking or resending of unredeemed coupons. The solution should streamline these processes and improve the user experience for both agents and homeowners.
The Goal
The goal of the Agent Invite Portal is to provide agents with an intuitive tool to customize invites, send credits, and maintain business card visibility in the Abe app, while automating coupon tracking and resending for improved efficiency.
Personas
User Research: Pain Points
Homeowners face delays in getting expert advice for urgent repairs, leading to increased damage and higher costs.
Homeowners often underestimate the number of repairs needed after moving in, causing stress and frustration.
Agents spend significant time searching for and vetting trusted professionals to recommend to clients.
Low-Fidelity Digital Wireframes
After sketching wireframes for the invite portal, I developed the initial designs, focusing on creating a seamless user experience for easy navigation and quick access to key features.
Design Iterations
Round 1: Initial High-Fidelity Prototypes
This section shows the first high-fidelity designs based on feedback from the CEO. It highlights the main features and layout decisions that were made to address initial requirements.
Round 2: Homepage and Feature Enhancements
Based on feedback, Round 2 included key updates: a redesigned homepage providing an overview of invited users, increased credit purchase options to streamline transactions, an email preview for invitations, and a "Network Pro" section recommending trusted DIY professionals to homeowners.
To enhance the user experience for agents, I added a bar graph to the homescreen that provides a quick visual of key metrics: homeowners invited, and money sent, spent, and pending. This design simplifies data tracking, helping users manage performance and workflows at a glance.
High-fidelity Prototype
The final high-fidelity prototype presents streamlined user flows for inviting homeowners and managing credits. It meets user needs for simplified credit purchases, clear invite previews, and easy access to recommended pros.
Takeaways
Impact:
Once launched, the Agent Invite Portal is expected to streamline the agent experience by reducing the time and effort spent on inviting homeowners and managing credits. The added features, such as pro recommendations and invite previews, were tailored based on identified pain points and early stakeholder feedback, aiming to enhance client relationships and offer seamless support for homeowners post-purchase.
What I learned:
This project reinforced the importance of aligning design features with both user and stakeholder needs. Collaborating closely with the CEO highlighted how small adjustments—like adding an email preview or simplifying credit purchasing—can make a big impact on usability. I also learned that even in early development, feedback-driven iterations are essential for creating a tool that agents will find valuable and easy to use.
What I learned:
Future updates could include a social media marketing feature to help agents increase visibility by sharing property updates and trusted pro recommendations. Additionally, a 'Pro Network' feature would allow agents to curate and share a list of vetted professionals, boosting client trust and simplifying access to reliable help for homeowners.
Let's connect!
Thank you for your time reviewing my work on the Abe Agent Invite Portal! If you’d like tosee more or get in touch, my contact information is provided below.