Transaction Manager
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Work info
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Client:
Anywhere're
Industry:
Real Estate, B2B
Role:
UX/UI Design
Year:
2022
Platform:
Web App
Project Overview
Transaction Manager is a web‑based SaaS platform that helps real estate professionals manage deals, documents, and transaction workflows. The existing product had UX issues, slow flows, and no design system, which made it hard for users to complete tasks.
Goal
Make core task flows faster and clearer
Create a consistent, scalable design system
Improve navigation, document handling, and deal stages
Target metrics:
Faster task completion
Fewer support tickets
Higher satisfaction scores
Reusable components for dev efficiency
Constraints:
Legacy UI patterns and inconsistent components
Complex real‑world workflows for agents and admins
Need for a scalable system that fits future features
Options Considered
Minor UI polish only — low impact, wouldn’t fix core UX pain.
Full workflow overhaul without a design system — risky and inconsistent.
Redesign with a unified design system — best long‑term solution for clarity and scale.
Decision
Chose full redesign plus design system to improve usability across workflows and build reusable components for product growth.
My Contribution
Led UX research with real users (agents, office admins)
Built a design system (components, patterns, accessibility)
Designed improved UI flows for key tasks (uploading documents, task lists, deal overview)
Prototyped and tested solutions in high fidelity
Worked with developers through weekly feedback loops
Results
Before
Confusing navigation, outdated visuals, and inconsistent branding between franchises.
After
Modern, unified interface with clear layout, scalable components, and efficient document management.
My Approach
Discovery Phase
Stakeholder interviews (PMs, devs, support) to identify goals and pain points
User research with 10 real estate agents and admins to understand how they manage deals and documents
Design and Development
Built a scalable design system in Figma: typography, colors, components, patterns
Redesigned navigation, document upload workflows, task checklists, and core views
Created high‑fidelity prototypes to validate visual hierarchy and flow clarity
Testing and Iteration
Ran usability tests with real users to validate redesigned flows
Weekly feedback sessions with development to refine UI and interactions
Reduced unnecessary steps and clarified language based on test results
Validation
Pre‑launch usability scores and task completion metrics
Post‑launch data showed fewer support issues and faster use across tasks
Internal user surveys indicated improved satisfaction
Human Insight
Users needed quick access to key workflows (e.g., deal overview, document management) because real estate tasks are time‑sensitive.
Clear hierarchy and consistent patterns helped reduce cognitive load and errors.
Outcome / Impact
Established the first design system, creating consistency across the platform.
Improved usability and reduced friction in complex real estate workflows.
Faster feature design and handoff through reusable components.
Better cross-team alignment between design and engineering.
Next Steps
Add smart automation to help prioritize tasks
Explore mobile support for on‑the‑go agents
Continue gathering usage data to refine workflows
