File WLG-02Case fileClearance: public

The Wellington Broker Portal

One library per brokerage. No peeking. A real estate broker portal where each firm sees only its own brochures, plans and films, and sends a prospect one tracked link with everything in it.

Client
The Wellington
Year
2023 to present
Format
Broker portal
Platform
Web, on desktop and phone. An owner portal runs on the same build.
Scope
UX, interface, build, admin
Fig. 1 to 5 / A guided look

Real screens, captured from a demo brokerage inside the live app. The firm, broker, prospect and contact details are made up.

The library. Each brokerage has its own private library. On day one, a short tour shows a new broker around.
Fig. 1Each brokerage has its own private library. On day one, a short tour shows a new broker around.
Step 1 of 5

The green dot marks what each step is about. Arrow keys work too.

Real screens, captured from a demo brokerage inside the live app. The firm, broker, prospect and contact details are made up.

The brief

Brokers had brochures, plans and films scattered across their inboxes. They needed one place for all of it, set up for their own brokerage. The client's team needed to run it without calling anyone.

What we made

  • FIRMSA separate view for each brokerage. Each firm sees its own library and no one else's.
  • LINKSProspect links. A broker picks a few files, bundles them and sends the set in one tap.
  • TRACKINGTracking on every file. Each download and each send is logged.
  • ALERTSAlerts for new files, which each account holder can turn up or down.
  • TOURA four-step welcome tour for new brokers: the library, prospect links, follow-up and feedback. It replays any time.

Results

Sales figures stay with the client. Ask us in person and we'll tell you what we can. Selling memberships instead of homes? The same portal gives your membership team a private library and tracked links for every prospect.

Credited to The Wellington. Made by Anon.

Next file / WLG-03SiteFit