Estate Agent
Referral Portal
Replacing insecure email chains with a compliant, real-time portal for transferring high-value mortgage leads from Estate Agents to Financial Advisors.
Speed to Contact
4hrs → 15mins
Lead Conversion
+45%
Data Security
100% GDPR
1. The "Hot Lead" Dashboard
Estate Agents are busy. They don't want complex forms. I designed a "One-Click" dashboard that gives them an instant view of their pipeline. The "Traffic Light" system (Red/Amber/Green) lets them instantly see which leads have been actioned by the advisor, incentivizing them to send more.
2. Zero-Friction Handover
Previously, agents would scribble names on post-it notes or send insecure emails. I designed a structured, mobile-friendly input form that captures the *minimum viable data* needed to start a mortgage conversation, ensuring GDPR compliance while reducing admin time to under 30 seconds.
3. Closing the Feedback Loop
The biggest frustration for agents was "sending leads into a black hole." I designed a two-way notification system. When an Advisor updates a lead status (e.g., "Mortgage Approved"), the Agent gets an instant notification, keeping the momentum alive on the property sale.
The "Why" Behind the Design
The Problem
Estate Agents were losing commission because leads were being lost in email inboxes. Financial Advisors were frustrated by receiving incomplete data (missing phone numbers, wrong names). The relationship was breaking down due to poor process.
The Solution
By building a shared "Truth Source," we aligned the incentives. Agents got visibility on their commission pipeline, and Advisors got high-quality, pre-qualified data. The UI was deliberately stripped back to resemble consumer apps (like WhatsApp) to ensure adoption by non-technical users.