Leads Engine
Empowering brokerages to auto-funnel leads to their companies and agents.
#SaaS
#Web
#B2B
Role: 1 of 2 Product Designers
Adopted By
Problem
Real estate brokerage firms faced challenges in managing leads arriving from multiple channels, lacking a centralized system to efficiently route these leads to the most suitable agents.
Solution
Developed an integrated platform enabling brokerage firms to capture leads, automatically assign them to agents based on predefined criteria, and monitor engagement and lead channel performance through comprehensive activity reports.
Impact & Results
60%
Increase in Lead Response Time
Thanks to automated lead routing and centralized management.
3x
Increase in Agent Adoption
Intuitive UI and rule builder capabilities drove consistent platform use.
90%
Reduction in Manual Efforts
Rule-based logic eliminated repetitive administrative tasks.
Usability Testing
Leveraging Anywhere's Real Estate vast network of agents, brokers, and admins, we conducted customer interviews and early stage usability tests to uncover the following:
Conducted moderated remote tests with broker and agent users.
Focused on task completion related to rule building, lead assignment, and reporting.
Identified key friction points in navigation and terminology.
Iteratively refined workflows and labels based on real-time feedback.
Post-testing, users reported higher confidence and efficiency using the platform.
Problem
Brokers and office managers were manually assigning leads from various marketing channels, leading to inefficiencies.
Solution
Introduced a rule builder management feature, allowing brokers to set custom conditions for different lead types, streamlining the assignment process.
Lead-to-Contact Conversion Rate
Manual Workload by Brokers
Problem
The absence of a centralized system made it difficult to view and manage leads from all channels.
Solution
Implemented a filterable lead list, providing detailed insights into lead status and facilitating the creation of custom leads.
Lead Processing Times
Lead Assignment Accuracy
User & Company Profile Management
Problem
Firms with multiple locations and agents required a system to manage varying criteria alongside lead assignment rules.
Solution
Offered customizable settings to ensure lead rules and profile parameters work in tandem for accurate lead assignments.
Proper Lead Routing
Customizing Settings for Ease of Use
Problem
Brokers lacked tools to analyze company and agent performance metrics effectively.
Solution
Provided diverse reporting dashboards to monitor lead types and agent engagement, ensuring optimal business operations.
