Real Estate and Loan Reporting
clientBig Purple Dot
research | wireframes | interaction design | visual design | prototyping | usability testing
Big Purple Dot is a leader in the mortgage and real estate industries with their CRM that expands into a full technology suite. To work through all the leads and transactions a real estate agent or loan officer might have, transaction reporting, along with other reports, is extremely important.
I designed an experience that gives the user an easy understanding of where they were in terms of their goals set for the year along with a way to easily calculate split commissions. I also designed a way to easily view the status of a task by viewing key metrics, team member contributions, and status tag triggers.
