Home Case studies Comprehensive Real Estate Platform

Comprehensive Real Estate Platform

Dealink is a unique brokerage management platform tailored to contemporary market demands. It combines interfaces for brokers and retailers, streamlining deal management and enhancing organizational collaboration. This platform stands out by facilitating efficient transactions and interactions between different user types, emphasizing a seamless, integrated experience.

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Client's Objectives

Enhancing Product Quality and Reliability: To enhance the overall quality and reliability of the Dealink platform, ensuring high user satisfaction and building trust in this Brokerage Operations Platform.

Accelerating Time-to-Market: To streamline development processes to enable quicker release of new features and updates, keeping the platform competitive and responsive to market trends and user feedback.

Reducing Operational Costs: To optimize development, testing, and deployment procedures to reduce time and resource expenditure, thereby lowering operational costs and freeing up resources for innovation.

Building a Scalable and Sustainable Platform: To create a codebase and infrastructure that are scalable and sustainable, allowing for easy adaptation to future growth, user demands, and new technological developments.

Minimizing Risk and Enhancing Security: To establish robust deployment and testing protocols to minimize the risks of bugs, security breaches, and system downtimes, ensuring a secure and stable platform.

Challenges

Legacy Project architecture improvements challenge

Transitioning a legacy project to a new architecture presents significant challenges, primarily stemming from the complicated data structure of the existing system. This complexity makes it difficult to streamline information management, resulting in inconsistencies throughout the project. Moreover, the control system is overly complex, adding another layer of difficulty to the transition process. Additionally, recurring bugs during feature additions highlight underlying issues in the codebase that have not been fully resolved. These unresolved issues lead to inefficiencies and increased development time, further complicating the transition.

Striking the Right Balance: Prioritizing Critical Features with Minimal Refactoring

Balancing feature implementation with time efficiency poses a perpetual challenge in project development. There's a constant struggle to implement necessary features swiftly while maintaining high quality. This challenge underscores the necessity for more efficient project management and development practices. Such practices are essential to meeting business objectives without overstretching available resources, ensuring sustainable progress and success.

Team Transition and Knowledge Transfer

The challenge involves smoothly transitioning the project responsibilities from the current development team to Visual Craft's specialized team. This process entails not only a change in personnel but also a significant transfer of knowledge, skills, and ongoing project nuances.

Solutions

Optimizing Data Management and System Efficiency

Streamlined Data Management: Simplified and aligned the data management system to boost clarity and efficiency, all while minimizing major code alterations.

Comprehensive System Analysis: Conducted a thorough analysis of the system to uncover and address foundational weaknesses prior to implementing any new architectural changes.

Improved Information Management: Streamlined how information is utilized and managed to ensure consistency and accuracy across the system.

Simplified Control System: Enhanced ease of use and maintenance by simplifying the control system, thereby improving overall system performance.

Optimizing Data Management and System Efficiency

Strategic Prioritization and Agile Development

Balancing feature implementation with time efficiency poses a perpetual challenge in project development.

Our solutions:

Product Design and Features Development

With our team's extensive industry experience, we've implemented innovative strategies to design user-centric features. Through the application of design thinking methodologies, we've actively engaged in the process of ideation and validation, guaranteeing that every new feature we develop aligns seamlessly with the needs and expectations of our end users. These are the key features our team worked on:

Advanced Reporting System for Brokers and Agents

Feature to view, configure, and save customized reports.
Brokers can create, edit, save, and manage reports with specific columns and filters.
Agents have view-only access to reports with limited functionalities like printing and exporting.
Implementation of a 'Configure' button for brokers to customize report fields.
Functionality for sorting, adding columns, and applying various filters in reports.
Saving and managing customized reports for future reference.

Enhanced User Permissions and Roles and Robust Contact Management in Deals

Different permissions and functionalities for brokers and agents on the report page.
Brokers have extensive control over report configuration and management.
Agents have restricted, view-only access with limited actions.
Feature for agents to add contacts to deals and manage their roles.
Automatic notifications and registration invitations sent to added contacts.
Different levels of deal visibility and access based on user roles and invitations.

Efficient Financial Management and Deal Grouping and Management

Ability for brokers to record, manage, and track all incoming and outgoing payments.
Features for managing escrow deposits, agent deductions, and commission payments.
Detailed financial reports with options for assigning payments to specific deals or refunds.
Grouping deals with the same address for streamlined management.
Contextual actions and visibility based on the grouped deal status and user roles.

Solution for Testing and Deployment process issues

The development team, faced with numerous challenges, showcased their expertise by adeptly addressing them through the implementation of a series of strategic steps.

Optimized Deployment Process

The team devised and executed a correct and optimized deployment process. This ensured consistency, reliability, and efficiency in the release and management of new software updates.

Agile Methodologies Adoption

Agile methodologies were embraced for development, enabling flexibility and iterative progress. This approach facilitated timely adjustments to meet evolving project requirements.

Integration of Project Management Tools

Project management tools were seamlessly integrated into the workflow. This enhanced tracking and collaboration among team members, fostering seamless communication and coordination.

Establishment of Dedicated Testing Server

A dedicated testing server was set up to facilitate rigorous testing. This provided a controlled environment for testing new features and updates.

Formalization of Testing Protocol

A comprehensive testing protocol was formalized, encompassing both automated and manual testing strategies. This ensured thorough evaluation of code quality and functionality.

Innovative solutions

AI-Powered Document Processing

The client's vision is to revolutionize real estate transaction management by creating a more efficient, accurate, and user-friendly platform. They aimed to:
Alleviate the administrative burden on real estate professionals, enabling them to close deals faster and more effectively.
Empower real estate brokers and agents to manage a higher volume of transactions with greater ease and accuracy.
Ensure that documents are accurately associated with the correct Real Estate Deals, maintaining data integrity and reducing the risk of errors.
Position themselves as a leader in the real estate technology space by leveraging cutting-edge AI solutions to improve their platform and services.

Inefficient Manual Process

Real estate professionals faced a slow, labor-intensive workflow that involved manually uploading and mapping numerous documents, significantly delaying transaction management.

Increased Risk of Human Error

The manual nature of the process elevated the likelihood of mistakes, jeopardizing data integrity and the accuracy of deal associations.

Complexity in Document Diversity

Handling various document types such as contracts, forms, and agreements further complicated the process, highlighting the need for a streamlined, automated solution.

By making the platform easier to use, and more efficient, they wanted to increase the satisfaction of their users.

Automated Ingestion

Each user or agent receives a unique email address. Documents (contracts, forms, agreements, etc.) sent to this address are automatically ingested into the system.

Intelligent Data Extraction

Leveraging a custom question-answering model, the system processes incoming documents by answering predefined questions to extract key information such as property addresses, sales prices, and seller details.

Matching and Scoring

The extracted data is used to identify potential matching deals. The system calculates and displays a percentage-based match score to assist users in accurately associating documents with the correct deal.

Iterative Refinement

Through regular quality assurance sessions and continuous feedback integration, the AI model's architecture, parameters, and question set are iteratively refined. This ongoing process ensures high accuracy and adaptability to a diverse range of real estate documents.

Project Timeline

Step 1

Project Transition

Step 2

Refactoring

Step 3

New features development

Step 4

Testing and Deployment

Step 5

Support

Results

The introduction of this AI-driven solution has revolutionized the document workflow on the Dealink platform. By automating the document mapping process, real estate professionals now experience a significant reduction in manual workload and risk of errors. The benefits include:

Enhanced Efficiency
Rapid and accurate assignment of documents to the correct deals enables professionals to concentrate on high-value tasks, ultimately speeding up deal closures.
Improved Accuracy
Automated extraction minimizes human error, ensuring that every document is correctly associated, thereby maintaining data integrity.
User Empowerment
The streamlined process supports brokers and agents in managing a higher volume of transactions with increased ease, positioning Dealink as a forward-thinking leader in real estate technology.

This collaborative approach not only alleviated the administrative burden but also fulfilled the client’s vision of a more efficient, accurate, and user-friendly platform - paving the way for faster and more effective real estate transactions.

Technologies

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