ProRock Case Study
Real Estate CRM App Design
Timeline: 2 weeksÂ
Case Study
An online mortgage company wanted to create a customer relations management application for real estate agents. The goal was to create a specialized CRM that focused on the needs of real estate agents as well as increased cross platform communication and helped with new client acquisition. In addition the use of the app would help to funel potential new clients.
Ux, Ui, User Research, App Design
Problem
PROROCK is looking for a way to increase sales and deepen relationships with real-estate agents and home buyers by providing a useful service through a branded mobile application.
Concept and Brainstorm
- Multiple systems to manage
- Simple and easy scheduling
- Having information all in one place
- Title issues and updates from title company
- Digital Signing services
- Tracking progress of clients start to finish
Branding and Design
App Solutions
- CRM API integration
- Closing API
- Segmented access and credentials
- Compliance integration
- Title report
- Lender or escrow updates
- Facebook lead generation API
- Funding and bank API ACH
- Public records search
- Form Generator
Wireframe
Mockups
App Screens
