Led UX and interaction design for the open house iPad app, collaborating with product and engineering partners to support in-field visitor management and CRM integration for real estate agents.
Real estate agents needed a mobile tool they could use during open houses to manage visitors, collect information, and capture preferences in real time. Many agents were relying on ad-hoc methods — paper sign-in sheets, disparate contacts, or manual note-taking — resulting in lost leads and extra work after events. The challenge was to explore an intuitive iPad experience that let agents activate an open house session, check in visitors quickly, and gather meaningful data while keeping context connected to the agent’s CRM.
I began by mapping the key activities for open house management, including session activation, visitor check-in, survey capture, and CRM synchronization. Through stakeholder discussions and competitive pattern review, I identified where friction typically occurred in field workflows. Using these insights, I developed interface concepts that emphasized quick capture, clear status, and simple navigation. Iterative refinement with product partners ensured alignment with CINC’s data structures and agent needs.
The concepts provided a structured vision for an open house iPad app that supports real-world agent needs and connects directly to the CRM. These designs helped clarify priorities for in-field workflow tooling and informed internal discussion around how best to capture and use visitor data in follow-up pipelines.
Agents can choose from their listings and begin an open house with a clear, low-effort activation flow.
Overview of the simple user flow that was needed for the app
Questionnaire provided to open house visitors to help the agent gain important info about each potential client
Settings and options screen allowing agents to easily customize the experience.