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Product Design · Kenlo mobile app

Sales & rentalproposals

Brokers negotiate in real time and only document proposals once a deal is nearly done. Kenlo’s flows were complex and duplicated across tools. I cut the mobile proposal down to what matters, and ~99% of proposals now progress to negotiation.

~99%progression rate from proposal to negotiation
3essential fields, down from a long web form
11qualitative interviews across company sizes
PROPOSALS-HERO-IMAGE-TOP-INSET.PNG
Sales & rental proposals hero visual
RoleProduct Designer
CompanyKenlo
Year2023
DomainPropTech · Workflow

The problem

  • Proposals could be registered in three different places
  • A deprecated legacy flow was still in use
  • Low-value web fields made mobile adaptation painful

What I did

  • CSD matrix to align web and mobile stakeholders
  • 11 interviews plus 8 moderated usability sessions
  • Broker-first MVP with a three-field proposal form

Result

  • Launched October 2023
  • ~99% progression from creation to negotiation
  • Firebase tracking to inform the next iteration

01 · Context

A fragmented process, misaligned with how brokers actually work.

I led the design of the Proposal stage for Kenlo’s mobile app, transforming a fragmented, overcomplicated process into a fast, behavior-aligned experience for brokers. By grounding decisions in qualitative research and usability testing, we simplified proposal creation to what actually matters, increased adoption, and set the foundation for scalable negotiation workflows across mobile and web.

Role
Product Designer, leading discovery and synthesis across mobile and web
Team
Product, Research, Engineering
Research
11 qualitative interviews, 8 moderated usability sessions
Tracking
Firebase events from launch
Sales & rental proposals: A fragmented process, misaligned with how brokers actually work.
Proposal stage in the Kenlo mobile app.

02 · The problem

Brokers documented deals after the fact. The system assumed otherwise.

Brokers manage negotiations in real time, often outside the system, and only document proposals when agreements are close to done. However, Kenlo’s existing proposal flows were complex, duplicated across tools, and misaligned with real-world behavior, especially on mobile. This led to:

  • Low adoption of the proposal feature
  • Inconsistent data across systems
  • Friction during negotiations instead of support

03 · Opportunity

Proposals as a critical step in the conversion funnel.

Kenlo was transitioning to a unified inquiries pipeline, making proposals a critical step in the conversion funnel. Mapping existing flows with Product Owners from web and mobile surfaced three core issues: proposals could be registered in three different places, the legacy system was still in use despite being deprecated, and the web flow included many low-value fields.

Before starting new research, I consolidated NPS, CSAT, Customer Success feedback, competitive benchmarks, and existing flows into a CSD matrix to align web and mobile teams on what we knew and what still needed validation.

  • Increase proposal adoption on mobile
  • Reduce reliance on a deprecated legacy flow
  • Improve data consistency between mobile and web
  • Enable faster deal progression without increasing cognitive load
Sales & rental proposals: Proposals as a critical step in the conversion funnel.
Certainties, Assumptions and Doubts matrix, consolidating NPS, CSAT, Customer Success feedback and benchmarks.

04 · Research

Eleven interviews on how proposals really get captured, negotiated and closed.

Together with a researcher, we conducted 11 qualitative interviews with brokers, admins, and managers across real estate companies of different sizes, exploring how proposals are captured, negotiated, recorded, and finalized for sales versus rentals.

  • Brokers often register proposals only after verbal agreement
  • Documentation is collected after acceptance, due to sensitivity and time
  • Rental proposals are registered earlier to “hold a spot” in interest queues
  • Workflow ownership varies by company size (broker-led vs admin-led)
“The system needed to support documentation of reality, not force idealized workflows.”
Sales & rental proposals: Eleven interviews on how proposals really get captured, negotiated and closed.
Interview synthesis across brokers, admins and managers.

05 · Usability testing

Two pilots, six brokers, one clear preference for short forms.

After ideation and flow design, we ran moderated remote usability tests: 2 internal pilot sessions and 6 sessions with real brokers. These tests validated both scope reduction and interaction clarity.

  • Users strongly preferred short, fast proposal forms
  • Gesture-only bottom sheet closing caused confusion; an explicit “X” improved clarity
  • Five distinct payment methods reflected real negotiation diversity
Sales & rental proposals: Two pilots, six brokers, one clear preference for short forms.
Flow exploration ahead of moderated testing.

06 · Solution

A broker-first MVP, optimized for speed and mobile context.

Administrative and negotiation-heavy steps intentionally continued on web.

01

Proposal as an activity

Added a “Proposal” action to the existing “New Activity” card.

02

Three essential fields

Proposal value, payment method, and optional notes.

03

Real payment types

All real-world payment methods plus a neutral option.

04

Summary screen

Review data, notify the owner, and mark proposals already accepted offline.

05

Consistent bottom sheets

Standardized behavior with visible close controls.

Sales & rental proposals: A broker-first MVP, optimized for speed and mobile context.
Proposal creation and summary in the mobile app.

07 · Data-informed

Ship quickly, design with learning in mind.

We tracked usage via Firebase to understand which payment methods were most used, analyze how notes were being written, and inform future iterations around negotiation details.

Sales & rental proposals: Ship quickly, design with learning in mind.
Final proposal flow.
Proposal creation in the Kenlo app

08 · Impact

Simplifying to real behavior increased adoption.

  • Feature launched October 2023
  • ~99% progression rate from proposal creation to negotiation
  • Strong qualitative feedback from brokers and internal teams
  • Validation that simplifying to real behavior increased adoption
Challenge
Tight technical coupling between mobile and web slowed iteration
Opportunity
Rental proposals and guarantee selection are decided upfront; a future iteration will merge these steps

09 · Takeaways

Less data upfront, more adoption.

  • Design for reality, not ideal flows
  • Less data upfront = more adoption
  • Mobile demands ruthless prioritization
  • Tracking is part of the design
Sales & rental proposals: Less data upfront, more adoption.
Strategic takeaways.

On this page

01Context02The problem03Opportunity04Research05Usability testing06Solution07Data-informed08Impact09Takeaways
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