UX/UI DESIGN
Agent App: Redesigning the Lead Dashboard to Drive Follow-Up Action
For real estate agents, speed-to-follow-up is everything- yet the existing Agent App dashboard made it harder than it needed to be. The follow-up section surfaced counts but not context: agents couldn't see what type of action was needed, couldn't filter or act directly from the list, and the four-panel stat grid felt dated and cluttered.
The result was a dashboard agents glanced at but didn't trust to guide their day.
This is a pre-launch redesign- development is complete on our end and the updated experience is awaiting deployment.
This wasn't a ground-up rebuild. The challenge was identifying the highest-leverage changes within an existing product: improving clarity, hierarchy, and actionability without disrupting familiar workflows agents already relied on.
The biggest risks:
Changing enough to meaningfully improve the experience
Without introducing enough change to cause friction or retraining
While making follow-up feel urgent, organized, and completable- not overwhelming
Before committing to a direction, we went back to the people who use the app every day.
We interviewed three Real Geeks agents spanning a range of tech comfort levels and workflow styles. Each session focused on how they actually use mobile vs. desktop, where the current app falls short, and what would make them reach for it more often.
What we heard across the board:
Follow-ups on mobile felt buried, not prominent, and disconnected from natural calling workflows. Agents were defaulting to desktop, or leaving the app entirely- not because mobile was wrong for the job, but because the experience hadn't caught up to how they work.
Key patterns that directly shaped the redesign:
Agents wanted to know the type of action needed before clicking into a follow-up: calls, texts, and emails shouldn't all look the same
The dashboard felt cluttered with too many equal-weight panels competing for attention
Follow-ups felt labor-intensive to manage, which caused agents to abandon them in favor of mental notes or third-party to-do apps
A cleaner, consolidated layout- hot vs. warm leads, fewer categories - resonated strongly across all three participants
Rapid ideation with AI-assisted tools
With clear signal from research, I moved into early ideation using a combination of AI-powered design tools like Stitch, Visily, and Figma Make to rapidly generate and explore multiple layout directions before investing time in high-fidelity work. This allowed me to stress-test different structural approaches quickly, iterate on hierarchy and information density, and arrive at four distinct dashboard concepts without the overhead of building each one from scratch.
Using AI at this stage wasn't about shortcuts, it was about expanding the solution space faster so the real design decisions could happen with more options on the table and real user feedback driving the final call.
Then we let them vote.
We presented four dashboard design directions- V1 through V4, ranging in layout density, information hierarchy, and visual style. Agents were asked to choose the version they'd most want to open every morning.
V1 received the most votes (4 stars), praised for its clean two-panel lead summary, follow-up type breakdowns, and familiar structure that felt immediately actionable without being overwhelming. V2 earned two stars for its data depth. V3 and V4 informed details but didn't win the room.
V1 became the foundation for the final redesign- validated not by assumption, but by the agents who would actually use it.
1. Consolidate the stat panels from four to two
The original dashboard showed four equal-weight metric panels, creating visual competition with no clear hierarchy. The redesign reduces this to two modernized panels- Total Leads and Hot Leads, giving agents an immediate read on what matters most.
Tradeoff: Less data visible at a glance → but a cleaner entry point that doesn't split attention before agents even reach follow-ups.
2. Add follow-up type breakdowns
The original Today / Upcoming / Past Due tabs showed only counts. The redesign surfaces the breakdown within each category- how many calls, texts, emails, and meetings are due. Agents no longer have to click into each lead to understand what action is expected.
Tradeoff: More information on the dashboard → but structured in a way that reduces decision fatigue rather than adding to it.
3. Build out the follow-up detail view
Once an agent taps into a follow-up category, they now land in a full list view with filter controls, due dates, action buttons (Call, Text, Email), edit capability, and a completion checkbox- all in one flow. The original experience required navigating away from the dashboard entirely to accomplish these tasks.
Tradeoff: More depth in the detail view → but this is where agents are actively working, so depth is appropriate and expected.
Step 1: Audit the existing experience I documented the current dashboard flow, mapping where agents had to make unnecessary decisions, where context was missing, and where actions required too many steps.
Step 2: Identify high-leverage gaps Rather than redesigning everything, I prioritized the follow-up section as the highest-friction, highest-value area. This is where agent productivity either succeeds or stalls every day.
Step 3: Prototype in Figma I built a clickable prototype modeling the new dashboard and detail view, focusing on hierarchy, type-level transparency, and inline action capability.
Step 4: Refine the panel structure Worked through several layout iterations on the stat panels before landing on the two-panel approach - testing which combinations of metrics gave agents the clearest sense of their pipeline health at a glance.
BEFORE - DASHBOARD
Four equal-weight stat panels competed for attention. The follow-up section showed Today / Upcoming / Past Due with counts only- no context on what kind of action was needed.
AFTER - DASHBOARD
Two modernized lead panels anchor the top. The follow-up section now breaks down each category by type: calls, texts, emails, meetings- so agents know exactly what their day requires before they click anything.
AFTER - FOLLOW-UP DETAIL
Tapping into any follow-up category opens a full list with filter-by and type controls, lead name, task description, due date, action button (Call / Text / Email), edit link, and a mark-complete checkbox, all in a single, uninterrupted flow.
The best dashboard redesigns don't just look cleaner- they make the right next action obvious. This project was about removing the cognitive load between an agent opening the app and knowing exactly who to contact, how, and when.
A good UX designer finds those gaps in existing products and closes them precisely- without burning the whole thing down to do it.