May – June 2025
Senior Product Designer
Senior Product Manager
Senior Software Developer
Junior Software Developer
Figma
Coda
FigJam
Okta Access Testing
Junior Product Manager
Junior UX Designer
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eXp is home to over 80,000 real estate agents worldwide — a distributed force driving one of the fastest-growing brokerages in North America.
Despite that scale, many of our agent-facing tools lacked visibility into what users were doing on the platform. The mission of this project was simple but ambitious: Help agents prioritize leads by giving them actionable, real-time insights into their users––before those users ever reach out.
*ps* Some of the processes and artifacts from this project were omitted to comply with NDA.
I joined this project as both Junior Product Manager and Designer, responsible for scoping the MVP experience and supporting the design the end-to-end flows.
Agents often operate in a reactive state. A user might sign up, browse a dozen properties, favourite a few, and even request a tour — yet the agent wouldn't know unless the lead explicitly reached out or used a referral link. This data gap meant agents were:
> Blind to a user's intent and behaviour
> Losing time on cold leads
> Unable to personalize outreach
Yet, we already had the data — property views, favorites, tour requests, search filters — sitting unused. This project emerged from a broader company OKR focused on agent-centric innovation.
Our core users were real estate agents who rely on eXp’s platform to manage leads, share listings, and engage clients in a fast-paced, high-pressure environment.
Most agents aren’t looking for dashboards or complex tools — they need clear signals that help them act quickly and confidently.
“I just want to know if a lead is serious before I waste time calling them.”
Agents wanted simple indicators of lead intent — especially before picking up the phone or drafting an email.
“If I could see what they’re looking at or favouriting, I’d know what to send.”
Visibility into user behaviour (views, favourites, activity recency) was seen as a game-changer for targeting the right listings.
“Don’t make me dig — just show me what matters.”
Agents didn’t want another CRM tool. They needed fast, surface-level context that could help them prioritize who to reach out to next.
We distilled this into a core product philosophy:
Less CRM, more clarity. Our MVP was scoped to a single flow, search by email to give agents immediate, lightweight access to lead insights while staying aligned with privacy and legal constraints.
To ensure that this tool fit naturally into agent workflows, we mapped the core journey around a single question: “What’s the simplest way to give agents context about a user — fast?”
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1. 🔍 Search for a User & View Insights
Agents can enter a user’s email to pull up key behavioural data: properties viewed, favourited, or requested, search filters used, and the last time the user was online.
2. 🧠 Generate AI Summary
Agents can generate an AI-powered summary of the user’s recent activity. This feature distills scattered behaviour into a readable snapshot, helping agents understand buyer intent at a glance.
3. 📌 View Saved Searches & Listings
Agents can access the user’s saved searches and favourited listings directly from the insights panel. This helps agents tailor recommendations or follow-ups with minimal guesswork.
4. 🗺 Link to Map View
From the users insights page, agents can jump directly to a map view filtered by the user’s activity to connect behavioural data our existing “My Link, My Lead” tools (Global Agent Referrals).
This project taught me that the most powerful tools aren’t always the most feature-rich; they’re the ones that fit seamlessly into the user’s workflow. By focusing on clarity over complexity, I learned how to prioritize decisively, collaborate across disciplines and design for momentum––not perfection.
