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Real estate platform · TrendAgent · 2023–2025

From the apartment page to the client’s phone in one step

Client presentations in a B2B platform where real estate agents find, book and close deals on new homes: a selection the client scrolls on a phone, not a PDF to download.

Role
Product designer
Team
Product manager, front-end and mobile engineers, QA
Timeline
2023–2025
Platform
Web, iOS and Android, print, email
Status
Live
The client’s presentation in a browser: the agent’s card, “We picked 5 apartments in 3 complexes for you” and option 1 with its floor plan
The same presentation on a phone: the agent’s card with WhatsApp and option 1 with a Like button
Task
Presentations are how agents show a selection to a client. Clients got lost between apartments, some agents still sent PDFs instead of links, and one more apartment meant rebuilding the selection.
What I did
Designed the presentations end to end: the client’s page on desktop and phone, the agent’s section, sending from the apartment page on web and in the app, the agent’s comment, likes, the print and email versions, language and currency.
Result
Live on web and in the app. Clients scroll every option on one page, and one more apartment goes out straight from its own page. Agents send twice as many single-apartment presentations since the button moved to the apartment page.

Context

Business
A presentation is where a selection turns into a conversation: the client sees the options before a viewing, and the agent stays the one who sends them.
People
Agents pick apartments, add them to Presentations in the order they want and send a link to WhatsApp. Clients reply with the option number. In interviews agents said clients didn’t understand how to get from one apartment to the next, one agent didn’t send links at all for fear they wouldn’t open, and one more apartment meant adding it to the section again.
Constraints
One presentation for new homes, resale, commercial units and parking spaces, on desktop, on a phone, on paper and in an email. For a while the old and the new presentations had to work side by side.

My role

I designed the presentations end to end: the client’s page and its mobile version, the agent’s section with saved selections and settings, sending from the apartment page on web and in the app, comments, likes, the print and email versions, and what followed: language, currency, promotions, price on request. I worked with the product manager, the front-end and mobile engineers and QA.

Key decisions

Every option on one page, numbered

The live client page: “We picked 1 apartment in 1 complex for you”, option 1 with its type, area and price, buttons About the complex and About the apartment

The live client page: the count of what was picked, then numbered options, each opening with its type, area and price.

Why

In the previous version the client saw one apartment at a time and switched with a slider. Clients didn’t understand how to get to the next one, and agents explained it over the phone or sent a PDF instead. Clients answer with an option number, so the order had to stay fixed.

Numbers that stay put

The client scrolls instead of switching, and the numbers never change, so “I like number three” still works.

What we dropped: one apartment per screen and a slider
The previous version: “Dear client, we have picked 16 apartments for you”, a slider of options with arrows on the sides
The previous version: a slider of options and one apartment per screen.

Send one apartment straight from its page

Apartment page actions: Send to client with a New label, print, download, Compare, Add to presentation
Send a presentation of the apartment to the client: the client’s name, Create a link, Preview

One apartment is one presentation. The button carried a “New” label for its first two months.

Why

Agents often add one more apartment after the first selection. Before, that meant adding it to Presentations, sending from there and cleaning the section up again. In interviews, the agents asked about it wanted to send straight from the apartment page.

Two roles

Managers of the platform’s own agency don’t send links: for them the same button adds the apartment to the client’s personal account.

What we dropped

A separate link for every apartment in a selection: agents didn’t want it, and it would break the numbering clients rely on.

The agent’s comment is frozen in the link

Send window: “The presentation has comments, the client will see them”, the client’s name, Create a link
From Presentations
Sending from the apartment page: a comment field under the note that the client will see it
From the apartment page
The client’s page: the apartment’s details and the card Comment from the agent, signed by the agent

“The client will see your comment”: the warning shows for every channel, from email to messengers. On the client’s page the comment is signed by the agent.

Why

A comment is the agent’s word to one client. Once the link exists, the client must see exactly what was sent, so the comment can’t be edited afterwards, and editing it in the section doesn’t change links already sent.

Limits

Up to 1,000 characters in Presentations. From the apartment page the field has no limit and no drafts. The PDF doesn’t carry comments yet, so the warning isn’t shown there.

Settings set once, adjusted per send

The View window: language, currency and units, then Preview
The Customize tab: block toggles for the complex, the apartment, parking and commercial units, with General settings below

General settings live in the profile; “Customize” changes one presentation without touching them.

Why

Agents set the general settings once and rarely come back. Language and currency came later, with presentations for the UAE market.

What we dropped

General settings on the top level of Presentations, and settings saved for every single presentation: neither held up in interviews.

Details

The agent’s side, likes and the corner cases.

Presentations, In progress: apartments with preview, print, download, add to selection and Add comment
The agent’s section
My selections: a saved selection with two apartments and send buttons
Saved selections
Like states of an option: default, on hover with a hint, liked
Likes: default, on hover with a hint, liked
  • Three formats. The interactive page on desktop and phone; a print version without calculators and the aerial panorama, with sample payment calculations instead; a compact email.
  • Likes. The client can like an option; the hint says the mark helps the agent pick more precisely.
  • Every property type. Apartments, commercial units and parking spaces, new homes and resale. Promotions show only in the interactive version.
  • Corner cases. A unit without a floor plan, price on request, a down payment from the developer, a finish name on two lines.

Results

120Kpresentations sent to clients in 2025
68%of active agents send presentations every month
2×more single-apartment sends since the button moved to the apartment page
  • Live on web and in the iOS and Android app; the button on the apartment page since February 2024.
  • Presentations are among the most used tools on the platform.
  • In a 2026 competitor review, the depth of the object card came out as their strong side.

What’s next

The block keeps moving. The current presentation is overloaded and doesn’t sell, so in 2026 the team started on a lighter client page. Andrey’s concept keeps what worked — numbered options and the agent’s note — and turns each option into one card: the plan, key facts, a render and the map. The complex and the apartment get pages of their own. I adapted commercial units and parking spaces to the new visual.

Status: concept.

Concept of the next client page on desktop and on a phone: “Konstantin, we picked 2 apartments in 2 complexes for you”, the agent’s card, an option with the plan, the agent’s note, key facts, a blurred render and map

The next client page on desktop and on a phone: the agent’s card, then each option as one card with the plan, the agent’s note, key facts, a render and the map.

Concept: the complex page, a list of features with pictures
About the complex: features with pictures
Concept: finishes on the apartment page with the badges Included in the price, Extra, and Refuse for a 500,000 ₽ discount
Finishes on the apartment page: included in the price, or a discount for refusing them

Concept by Andrey, a fellow designer on the team. The agent, the agency and the complex are demo data; renders, the map and photos are blurred, as they are the developer’s materials.

Takeaways

  1. Keep the client’s words. Clients answer with a number, so the number stays put.
  2. Meet agents where they already are. Sending from the apartment page removed a detour through the section.
  3. Freeze what the client sees. A link should show what was sent, not what was edited later.

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