01
New Application
Overview
Transaction coordinators (TCs) handle critical paperwork and deadlines in real estate transactions, ensuring compliance and smooth closings. However, our application only supported the needs of agents and not the unique workflow of their team members. To solve this, we designed a dedicated Transaction Coordinator App to centralize document management, automate reminders, and streamline collaboration with agents and sellers.
By conducting in-depth user research, we identified pain points and built an intuitive platform that reduced administrative burden, improved workflow visibility, and increased efficiency.
The Problem
Transaction coordinators juggle multiple deals simultaneously, managing contracts, disclosures, and compliance deadlines. However, their existing tools created major challenges:
Disorganized workflows: Critical tasks and documents were scattered across different systems.
Missed deadlines: No automated tracking led to compliance risks.
Lack of collaboration tools: Agents, TCs, and sellers had no centralized way to track progress.
Repetitive manual work: Entering the same information across multiple systems wasted time.
Why it Mattered
Without an efficient system, TCs spent hours manually tracking deals, increasing the risk of errors and missed deadlines. A better solution was needed to reduce workload and improve transaction oversight.
User flow and Persona Created during Research Phase
Solution
1. A Centralized, Intuitive Dashboard
Unified all transaction documents in one place, eliminating scattered files.
At-a-glance task tracking, so TCs always knew what was due next.
Property Details Page
2. Seamless Collaboration & Transparency
Real-time updates for agents, keeping everyone on the same page.
Messaging & notifications, allowing quick communication within the app.
Progress tracking for sellers, ensuring they complete required steps on time.
Mobile Dashboard
sELLER FORM mANAGEMENT
pROPERTY pROGRESS tRACKING
Impact
Reduced administrative workload, freeing up time for high-value tasks.
Improved transaction accuracy, reducing compliance risks.
Faster document processing, thanks to automation and centralized tracking.
High adoption rates, with TCs reporting increased efficiency and ease of use.
Reflection and Next Steps
This project reinforced the value of centralization and cross-platform communication to reduce administrative burden. By designing a tool tailored to TCs' workflows, we created an efficient, easy-to-use platform that enhanced transaction management.
Next, I’d explore:
Customizable views to match individual workflow preferences.
AI-powered document processing to further streamline data entry.