Liberate our users from the office with Dealpath on the go.
Figure out how to integrate the best solution into our product through user research, product strategy, UX, and Visual Design.
Dealpath is a pipeline tracking and deal management tool for real estate investors, allowing them to analyze deal information quickly and intelligently.
Real estate investors use Dealpath to manage their deal pipeline by analyzing deal information across properties, reporting, and files across all members of the team and collaborators.
It's used by companies like WeWork, Cadre, and other leading real estate professionals to manage their pipeline and make the best deals.
Problem & Research
We found that users are waiting until the end of the day to update deal information when they're traveling for work.
Acquisition teams travel quite often, usually half of their time is spent visiting potential investment properties. This is time spent flying, taxiing, and touring potential investments with real estate agents. Currently, when a real estate investor is visiting a property, they are printing out deal info to reference, are calling their office throughout the day to get information from Dealpath, and are taking notes on paper to transcribe into Dealpath later that day.
Goal & Hypothesis
The goal is to make our users more efficient while they're traveling.
Users travel to a lot of cities and tour dozens of properties in each. This is a lot of travel time where if users had access to Dealpath, they could reference or update deal information on the go instead of waiting until the end of the day or trip, when vital details can be lost.
We believe that users will reference and update information throughout the day in Dealpath mobile app, allowing them to catch more information early and saving them time at the end of the day.
Here are some high level explorations as we pinpoint what exactly will be useful for our mobile product:
The deal dashboard is where you can quickly see what's in your pipeline and navigate to a particular deal. It comes in a map view for finding things near you, a card view, and list view.
Assignments is a list of all upcoming tasks that are assigned to team members. You can quickly reference who's working on what and when it's due.
Deal info is where you get an in-depth understanding of your deal with editable info fields, organized how you see fit with sections, panels, and templates.
Files for each deal can be tagged or structured within folders for easy access.
Reporting is where you build complex analysis spreadsheets for all your deals. Because Dealpath uses global info fields, you're able to report across all your deals quickly and intelligently.
Each deal is created with a task list to keep it on track to closing. You can set due dates, assignments, and track comments.
We are continuing to vet out product requirements with users through user research and field studies.