Closing Milestones

New product design for agents and clients to guide the journey to home ownership

Project

Design client portal for buyers and sellers to pull dates and events regarding transaction documents

eCampaign is a tool where users can create email newsletters with customizable templates

Industry

Real Estate

Services
  • UX
  • Prototype
  • Design System Updates
  • UAT
Enhancement

Heading

  • Add status indicators
  • Show recipients / contact groups
  • Add clone from this view
  • Add filter by date and filter by send status
  • Add send date
User Feedback

Dynamic Dates

  • Redesign template picker thumbnails so user can more easily choose their template
  • Add a menu bar to filter templates
  • Group templates in categories with most recent at the top
  • Add expand/collapse to not overwhelm the user
  • Add search templat function
Feature Request

Custom Dates

  • Add drop and drag functionality
  • Users can add and position dividers
  • Users can change template while in the email builder
  • Design text boxes to allow users to easily view and edit longer texts
  • Allow users to edit name and subject from email builder
User Feedback

Add Preferred Vendors

  • Rearrange header and design toggle up
  • Position back button consistently and make clicks more logical
  • Make components look more consistent
  • Redesign the edit padding component
  • Make color picker consistent everywhere
  • Make actions buttons consistent on all screens in both Admin and Agent views
Feature Request

Need to have an option to send company emails

  • Redesign send screen
  • Show recipients / contact groups
  • Add clone from this view
  • Add filter by date and filter by send status
  • Add send date