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Transaction Manager
·
Web app
·
2022
Transaction Manager
Created Transaction Manager’s first design system and redesigned core workflows with a modern UI, clear hierarchy, and intuitive patterns for real estate professionals.
Transaction Manager — Dashboard
Web app
The 30-second version
0:30 read
Role
UX/UI Designer
Team
Real Estate & B2B
Timeline
Web-App
Platform
Web app
Problem
A confusing interface with poor visual hierarchy and no design system made basic tasks difficult. The dashboard was cluttered, components were inconsistent, and users had to open individual files to see names, status, and updates. Complex navigation made key features hard to locate.
80+
reusable design system components
6 → 2
steps in the core workflow
20+ → 6
primary navigation categories
01 Context
Overview
Transaction Manager is a web-based platform that helps real estate professionals manage deals, documents, and transaction workflows. The existing product was designed by developers with no design system, no consistent branding, and a messy interface. Users struggled to find files and complete basic tasks, leading to frustration and high support ticket volume.
Solution
Created Transaction Manager’s first comprehensive design system and redesigned core workflows with modern UI, clear hierarchy, and intuitive patterns, resulting in higher user satisfaction, faster task completion, and fewer support tickets.
Old Design
A developer-designed interface with no brand consistency. Confusing navigation with too many menu items. A cluttered dashboard that required opening files to see basic information like status or names. Inconsistent UI patterns across different franchise brands. Slow, multi-step workflows.
New Design
A clean, unified interface with a consistent design system. Simplified navigation. A redesigned dashboard with a table view showing file names, status, and key information without opening files. Consistent UI across all franchise brands. Fast, intuitive workflows.
02 Research
Insights: Validating the Mess
I interviewed 10 professionals and analyzed 6 months of support tickets to identify the problems in the existing experience. Heat mapping and survey findings highlighted where users struggled with the old menu.
Early baseline tests showed an 81% success rate and an 8% off-path rate. These findings helped identify the navigation and workflow issues to address.
03 Decisions
The Strategy: Wireframes & Logic
Before high-fidelity design, I focused on information density and task priority to solve the clutter issue. The goal was to redesign the core workflow from 6 steps down to 2. I reduced navigation from 20+ menu items to 6 primary categories to improve feature discoverability.
The Foundation: Building for Scale
To ensure long-term consistency and solve fragmentation issues, I built Transaction Manager’s first comprehensive design system from scratch. The library included over 80 reusable components, including standardized buttons, dialogs, form inputs, and floating action buttons.
Accessibility and readability were paramount. I established a consistent typography scale with a 16px base font size for data-heavy tables. The color palette used WCAG AA compliant colors with enough contrast to remain readable and adaptable to various franchise brands.
Unified Branding
The system’s multi-tenant architecture made engineering implementation efficient and scalable. The primary brand color was the only variable that needed to change between versions. Whether an agent logged into the Coldwell Banker portal or the Century 21 portal, the UX remained identical while the visual identity felt natively branded.
Strategic Dashboard Enhancements
Moved main navigation to a lateral menu to avoid conflict with secondary top navigation. Reduced header white space to prioritize content. Added drag-and-drop file upload. Converted the dashboard into a clean table with key file information upfront. Made comments easier to access for faster collaboration. Applied a consistent design system to improve structure and scalability.
04 Result
The Impact: Productivity at Scale
The redesign transformed the platform into a modern, efficient tool for agents on any device. A unified design system, simplified navigation, and clearer dashboard information supported faster, more intuitive workflows across franchise brands.
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