ClientFinder: Revolutionizing real estate promotion
Streamlining marketing efforts and enhancing client engagement
PRODUCT
PURLIN | CLIENTFINDER
ROLE
SENIOR PRODUCT DESIGNER
PLATFORM
WEB
Automated real estate listing promotion for 2,000+ agents, reducing content creation time by 60% and increasing listing engagement by 45%.
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 struggle to consistently promote listings across multiple marketing channels, losing valuable engagement and sales opportunities.
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.
Collaboration
Partnered closely with real estate agents to gather user pain points, worked alongside PMs to prioritize MVP feature sets, and collaborated with engineers to design scalable asset management and scheduling systems.
MVP Scoping
We prioritized core listing promotion automation for MVP, while deferring social media ad integrations to a later release based on agent feedback and technical complexity.
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.
For Agencies (B2B)
Enabled brokerages to onboard 100+ agents rapidly via white-label tools.
Simplified CMS reduced internal admin workload by 50%.
Provided analytics dashboards to track aggregated listing performance.
For Individual Agents (B2C)
Reduced content creation time by 60%.
Increased listing engagement by 45% across web & social.
Simplified asset upload flow cut support requests by 30%.
Key learnings
Close partnership with end users helped prioritize automation features that drove immediate business value. Starting small with modular design enabled rapid iteration while accommodating increasing product complexity.
