Transaction Manager is a SaaS platform created to help real estate professionals manage transactions from start to finish. Our goal was to improve the user experience, unify the product under one design system, and make workflows faster and more intuitive for agents and brokers.
Role:
Senior UI/UX Designer
Industry:
Real Estate, SaaS, B2B
Duration:
Web-App
Challenges
Outdated Experience: The platform had an inconsistent UI and confusing navigation, slowing down user workflows.
Lack of Design System: No scalable design system in place, leading to inefficiencies in design and development.
Complex Workflows: Users struggled with multi-step processes, especially for uploading documents and managing deals.
My Approach
Discovery Phase
Stakeholder Interviews: Met with PMs, developers, and customer support to understand product goals and pain points.
User Research: Conducted interviews with 10 real estate agents and office admins to learn how they currently managed deals.
Design and Development
Design System Creation: Built a scalable design system from scratch using Figma, covering components, patterns, and accessibility.
UI Redesign: Redesigned core flows (uploading docs, task checklists, deal overview) for clarity and speed.
Prototyping: Created high-fidelity prototypes to test improved workflows and visual hierarchy.
Testing and Iteration
Usability Testing: Ran sessions with real users to validate the new experience, resulting in clearer navigation and fewer steps.
Continuous Feedback Loops: Weekly reviews with the dev team ensured quick iterations and alignment.
Results
30% faster task completion across key workflows
25% fewer user support tickets post-launch
Increased satisfaction scores from internal client surveys
Developers reused 80% of components thanks to the new design system
Future Plans
Feature Expansion: Plan to add smart automation and mobile support.
User Insights: Continue gathering data post-launch for further enhancements.
Conclusion
By redesigning Transaction Manager and building a unified design system, we helped streamline real estate workflows and improved user satisfaction. This project showed how good UX and solid systems can make a big impact in B2B SaaS products.
