Intake Wizard

Casestudy

Overview

The LPT Connect Intake Wizard is an AI-powered digital onboarding tool designed to streamline the client intake process for agents and professionals. It automates form collection, enhances transaction details-client matching, agent commissions and ensures secure, compliant data handling—reducing administrative workload while improving engagement.

  • Industry: Real Estate
  • Work: UI, UX & Web App Design

Tools:

Targeted Audience

Agents

Administration

Project Timeline

  • Consultation
  • Research
  • Setting Goals
  • Scope Agreement
  • Project Planning
  • Wireframing
  • User Journey UX
  • Sitemaps
  • Content & Design
  • Content Creation
  • Desktop Design
  • Mobile Design
  • Development
  • Code & Functionality
  • Optimisation & Performance
  • QA & Testing
  • Content & Design
  • Content Creation
  • Desktop Design
  • Mobile Design

Onboarding

Sitemap

Wireframes

Content Review

Design Review

Development Review

Testing

Post Live

Goal

The overarching goal of the LPT Connect Intake Wizard is to revolutionize the transaction and agent commission intake process by eliminating administrative bottlenecks, improving and enhancing data security—all while delivering a seamless, user-friendly experience for both clients and providers.

Solution

Implemented a real-time Fee detail, agent commission and communication platform, providing instant notifications and updates to administration and agents..

Competitor Analysis

Conducted interviews, surveys. and observations to gather qualitative data about the users.

The “Empathize” stage is the initial phase of the design thinking process, focusing on understanding the users needs, motivations, and challenges.

Jones Lang LaSalle

Offers a listing platform to find commercial properties.

Douglas Elliman

Provider of real estate brokerage services for buying and selling residential & commercial property.

Realogy

Real estate brokerage franchising.

Sino-Ocean

Provider of brokerage services for commercial and residential properties.

Design Process

Research

Discover

Idea

Define

Prototype

Develop

Deliver

Deliver

User research, user flows & user journey refinement
Persona review Ideation
UX strategy improvements & recommendations
Digital wireframe suggestions and Final Design

Participant Demographics

Users Age

Phone Type

Internet Browser

Internet Browser

Core AI-Powered Features

  • AI-Powered Helpdesk & Virtual Assistant (Chatbot)
  • Intelligent Knowledge Management
  • Project Management & Operational Efficiency
  • Data Privacy
  • Instant lead alerts
  • Automatic follow-ups

User Persona

I learned about the users by creating detailed profiles called user personas, helping me understand their needs, goals and frustrations.

Aliza William

Organization

20

Location

New York

Age

24 Years

Occupation

Sales Manager

Tech Sevy

Social Skills

Org Activity

Biography

Aliza is a housewife and mother of a 2nd grade child who values education. Her days revolve around household chores and taking care of her child.

Frustrations

  • Unclear commission splits – “Does my brokerage take 20% or 30% on this deal?”
  • Slow payouts – “Why does it take 45 days to get paid after closing?”
  • Client pushback on fees – “Sellers keep asking for discounts—how do I respond?”
  • Manual tracking – “I use spreadsheets to track my earnings. There’s gotta be a better way.”

Needs

  • Maximize commissions – Wants high-value listings and quick closings.
  • Predictable income – Needs clear commission structures and fast payouts.
  • Reduce admin work – Desires seamless transaction management.

Personality

Internet

Socialmedia

Online Shopping

Personality

Extrovert

Introvert

Thinking

Feeling

Empathy Mapping

Aliza is a housewife and mother of a 2nd grade child who values education. Her days revolve around household chores and taking care of her child.

Says

  • I need to close more deals to hit my targets.
  • The commission structure is too complicated.
  • I wish I had real-time updates on my earnings.

Think

  • Am I being fairly compensated compared to others
  • I need to prioritize high-commission deals, even if they’re harder to close.

Does

  • Focuses on high-commission products/services.
  • Tracks transactions meticulously to ensure no payout errors.
  • Negotiates harder when commission is performance-based.
  • Seeks clarification from finance/management on unclear policies.

Feel

  • Frustration – When commission rules change unexpectedly.
  • Motivation – When a big commission is within reach.
  • Anxiety – Waiting for payout approvals.
  • Pride – When a high-value deal closes successfully.

Key Insights

Agent/Broker Perspective

Motivation

  • Earn a fair commission (typically 2.5–3% per side of a transaction).
  • Close deals quickly to maintain cash flow.
  • Build long-term client relationships for repeat business.

Pain Points

  • Unpredictable Income – Commissions fluctuate with market conditions.
  • High Competition – Discount brokerages and DIY platforms (e.g., Flat-fee MLS) reduce traditional commission earnings.
  • Delayed Payouts – Escrow and closing processes can take 30–60 days.
  • Disputes Over Splits – Brokerage splits (e.g., 70/30) and referral fees cut into take-home pay.
  • Client Negotiations – Sellers may push for lower commissions, especially in slow markets.

Desires

  • Transparent, real-time commission tracking tools.
  • Faster closing processes to receive payouts sooner.
  • Better negotiation support for justifying commission rates.

Seller Perspective

Motivation

  • Maximize profit from the sale.
  • Minimize commission costs while still getting quality service.

Pain Points

  • High Commission Fees – Traditional 5–6% total commission feels steep.
  • Uncertain Value – "Am I getting enough service for what I’m paying?"
  • Pressure to Discount – Buyers’ agents may push for lower prices to close faster.

Desires

  • Alternative models (flat-fee, tiered commissions).
  • Clear breakdown of services provided for the commission.
  • Guaranteed performance (e.g., "If my house doesn’t sell, I pay less").

Buyer Perspective

Motivation

  • Secure the best property at the best price.
  • Avoid hidden fees.

Pain Points

  • Agent Bias – "Is my agent pushing a property just for higher commission?"
  • Lack of Transparency – "Who pays the buyer’s agent commission?" (Typically the seller, but buyers may not realize this.)
  • Post-Sale Surprises – Closing costs and fees beyond the agreed price.

Desires

  • More transparency in how commissions affect pricing.
  • Rebates or incentives from buyer’s agents (where legal).

Architectural Flow

Typography

A great design system helps you design and build digital products a lot faster because they give you access to icons, typography rules, color palettes, and other design rules to follow during app or web development and the Fonts for apps play a major role in your users’ experience. We have used more advanced and trending font.

Colors

Primary Colors

Main Gradient Colors

Main Gradient Colors Details

Text Colors

Design System Approach

As I planned for the work of restructuring and documenting our components, I also started a campaign across PDE to educate on how design systems could support our product strategy goals.

To support this effort, I wrote an internal memo on our design system strategy, and followed up with regular updates on the team’s progress. This also supported the creation of a dedicated role in engineering to focus on design systems

Color Palette

  • Primary, secondary, and semantic colors (success, error, warning)
  • Dark & light mode support

Typography

  • Defined hierarchy (H1–H6, body, captions)
  • Font weights & line heights for readability

Spacing & Layout

  • 8px grid system
  • Consistent padding/margins

Iconography

  • Standardized icon set (Material Icons + custom)

Shadows & Elevation

  • Three levels of depth for cards and modals

Components

Built reusable, modular components:

Category

  • Navigation
  • Data Display
  • Inputs
  • Feedback

Components

  • Sidebar, Topbar, Breadcrumbs, Tabs
  • Cards, Tables, Charts, Stats Widgets
  • Buttons, Dropdowns, Sliders, Toggles
  • Alerts, Loaders, Tooltips, Modals

What We Have Done (Some Detail)

In this screen:

An old style tabs and text fields was a part of this screen, no any interactive look on screen.

Recommendation:

  • We improve the input fields and design.
  • we also added icons with all the input fields.

Transaction Detail

In this screen:

On the existing screen there was no any filter options and the list and options was very congested.

Recommendation:

  • We added filter option to check and runtime calculation.

Fee Detail

Low Fidelity

Low-fidelity refers to a state of reduced quality or detail, commonly used in contexts like audio, visual representations, and prototyping.

Desktop View

Mobile View

High Fidelity (Desktop)

Transaction Detail

Fee Detail

Validations Error

Commission Screen
Sidebar Menu

High Fidelity (Mobile)

High fidelity (hi-fi) design closely matches the final result of a product’s design. Content, visual styles, and animated transitions — all work together to make high fidelity assets look and work as close to the final product as possible.

Transaction Detail

Add Agent

Fee detail

Commission

Prototype

Prototype link

Play

Conclusion

The LPT Connect Intake Wizard revolutionizes client onboarding by automating form collection, streamlining transactions, and ensuring secure data handling.

Its modern platform reduces administrative workload while enhancing agent commissions and real-time communication. By eliminating bottlenecks and improving data security, it delivers a seamless, user-friendly experience for both clients and professionals. This innovative solution sets a new standard for efficiency and engagement in digital onboarding.