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Designed Accolade’s AI-powered CRM to help real estate brokers capture leads, learn from past data and find the perfect property match.

Designed Accolade’s AI-powered CRM to help real estate brokers capture leads, learn from past data and find the perfect property match.

Designed Accolade’s AI-powered CRM to help real estate brokers capture leads, learn from past data and find the perfect property match.

TL;DR

Problem Space

In India’s fast-paced real estate market, brokers juggle hundreds of leads, listings, and client chats, usually across endless spreadsheets, WhatsApp groups, and half-working CRMs. It’s chaotic, and matching a client with the right property often takes longer than it should. By the time a broker found what they needed, the opportunity often slipped away.

Client Needs

  • A single place where brokers could organize leads and manage property inventory.

  • Intuitive platform that could blend seamlessly into how brokers already worked while quietly making them faster and more effective.

Business Goals for Accolade

  • Enter an untapped part of the Indian prop-tech market geared towards brokers.

  • Set themselves apart from other tools through AI-driven guidance.

Solution

I, along with my student team, designed the Accolade Broker CRM, a centralized workspace that connects client needs with property data in seconds. The dashboard gave them clear visibility into their pipeline, surfaced AI-generated property suggestions instantly, and reduced the need for endless manual searches. The design focused on clarity and speed, giving brokers more time to do what they do best, close deals and help their clients.

Timeline

September- December 2024

Industry

Real Estate

Contribution

Product Design

Team

Student team of 8 Designers & Researchers

Founder

Design Researchers

Product Managers

Business SMEs

75%

brokers reported that AI-driven recommendations would help them prioritize clients and follow-ups better.

brokers reported that AI-driven recommendations would help them prioritize clients and follow-ups better.

brokers reported that AI-driven recommendations would help them prioritize clients and follow-ups better.

72%

brokers found it easier to access client and property information from a single dashboard.

brokers found it easier to access client and property information from a single dashboard.

brokers found it easier to access client and property information from a single dashboard.

48%

reduction in time taken to match a client with a property

reduction in time taken to match a client with a property

reduction in time taken to match a client with a property

Metrics and quotes taken from the project’s usability test conducted with Rocket Mortgage clients

When managing deals means managing chaos

When managing deals means managing chaos

When managing deals means managing chaos

For most real estate brokers, work happens everywhere, except in one place. Leads live in spreadsheets, property listings hide in shared drives, and client updates float in endless WhatsApp threads. Information is scattered, disconnected, and hard to track.

For most real estate brokers, work happens everywhere, except in one place. Leads live in spreadsheets, property listings hide in shared drives, and client updates float in endless WhatsApp threads. Information is scattered, disconnected, and hard to track.

As a result, brokers often lose valuable context when returning to clients or tracking ongoing deals. Reaching out too frequently can make clients feel overwhelmed, while following up too late risks losing them entirely. Many spend hours chasing unqualified leads because existing CRMs can’t filter or prioritize genuine prospects.

As a result, brokers often lose valuable context when returning to clients or tracking ongoing deals. Reaching out too frequently can make clients feel overwhelmed, while following up too late risks losing them entirely. Many spend hours chasing unqualified leads because existing CRMs can’t filter or prioritize genuine prospects.

“..I spend hours on calls, but half the people aren’t even serious about renting...”

“..I spend hours on calls, but half the people aren’t even serious about renting...”

“..I spend hours on calls, but half the people aren’t even serious about renting...”

Broker. 15+ YoE

Broker. 15+ YoE

Broker. 15+ YoE

“If I had better insights into what my clients want, I could focus on selling, not guessing.”

“If I had better insights into what my clients want, I could focus on selling, not guessing.”

“If I had better insights into what my clients want, I could focus on selling, not guessing.”

Broker. 7+ YoE

Broker. 7+ YoE

Broker. 7+ YoE

10

10

10

Contextual Inquiries with renters

Contextual Inquiries with renters

Contextual Inquiries with renters

20

20

20

Renter Interviews

Renter Interviews

Renter Interviews

60

60

60

Survey Respondents

Survey Respondents

Survey Respondents

14

14

14

Broker Interviews

Broker Interviews

Broker Interviews

From this research, three consistent pain points emerged

From this research, three consistent pain points emerged

Fragmented Workflows

Fragmented Workflows

Fragmented Workflows

Brokers juggled multiple unconnected tools to manage leads and listings, often losing track of client updates.

Brokers juggled multiple unconnected tools to manage leads and listings, often losing track of client updates.

Brokers juggled multiple unconnected tools to manage leads and listings, often losing track of client updates.

Manual Client-Property Matching

Manual Client-Property Matching

Manual Client-Property Matching

Finding the right property for a client was a time-consuming, repetitive process with no automation or filters.

Finding the right property for a client was a time-consuming, repetitive process with no automation or filters.

Finding the right property for a client was a time-consuming, repetitive process with no automation or filters.

Unclear Prioritization

Unclear Prioritization

Unclear Prioritization

Without clear insights into which leads were genuine, brokers wasted time chasing low-value prospects.

Without clear insights into which leads were genuine, brokers wasted time chasing low-value prospects.

Without clear insights into which leads were genuine, brokers wasted time chasing low-value prospects.

These insights pointed toward a clear opportunity to create an AI-powered CRM that unifies data, automates matching, and gives brokers more time to do what they do best. Build relationships and close deals.

These insights pointed toward a clear opportunity to create an AI-powered CRM that unifies data, automates matching, and gives brokers more time to do what they do best. Build relationships and close deals.

These insights pointed toward a clear opportunity to create an AI-powered CRM that unifies data, automates matching, and gives brokers more time to do what they do best. Build relationships and close deals.

Feature #1

Feature #1

Feature #1

Information Management

Information Management

Information Management

Brokers no longer have to dig through spreadsheets or scattered drives. The dashboard brings every contact, lead, and property into one organized view, helping them spend less time managing and more time selling.

Brokers no longer have to dig through spreadsheets or scattered drives. The dashboard brings every contact, lead, and property into one organized view, helping them spend less time managing and more time selling.

Brokers no longer have to dig through spreadsheets or scattered drives. The dashboard brings every contact, lead, and property into one organized view, helping them spend less time managing and more time selling.

Feature #2

Feature #2

Feature #2

Preference Matching

Preference Matching

Preference Matching

Powered by an intelligent algorithm, the system learns from each client’s preferences to surface the most relevant properties, turning endless manual searches into quick, confident recommendations.

Powered by an intelligent algorithm, the system learns from each client’s preferences to surface the most relevant properties, turning endless manual searches into quick, confident recommendations.

Powered by an intelligent algorithm, the system learns from each client’s preferences to surface the most relevant properties, turning endless manual searches into quick, confident recommendations.

Feature #3

Feature #3

Feature #3

Streamlined Communication

Streamlined Communication

Streamlined Communication

With built-in messaging and mobile access, brokers can share listings, update clients, and follow up instantly, keeping every conversation in sync, wherever they are.

With built-in messaging and mobile access, brokers can share listings, update clients, and follow up instantly, keeping every conversation in sync, wherever they are.

With built-in messaging and mobile access, brokers can share listings, update clients, and follow up instantly, keeping every conversation in sync, wherever they are.

So what did the brokers think of the Accolade CRM?

So what did the brokers think of the Accolade CRM?

So what did the brokers think of the Accolade CRM?

We tested the wireframes and our idea with a seasoned PropTech industry professional with 10 years of experience who had worked for all the major PropTech platforms of India. He was proficient in industry knowledge and this helped us get very important feedback for our CRM tool.

The participant was asked to think out loud as they went about the tasks. Following the task completion, some questions about the intuitiveness of the flow, missing information, their thoughts about whether they would want to use an app like this and improvement areas were asked to get a better understanding.

We tested the wireframes and our idea with a seasoned PropTech industry professional with 10 years of experience who had worked for all the major PropTech platforms of India. He was proficient in industry knowledge and this helped us get very important feedback for our CRM tool.

The participant was asked to think out loud as they went about the tasks. Following the task completion, some questions about the intuitiveness of the flow, missing information, their thoughts about whether they would want to use an app like this and improvement areas were asked to get a better understanding.

We tested the wireframes and our idea with a seasoned PropTech industry professional with 10 years of experience who had worked for all the major PropTech platforms of India. He was proficient in industry knowledge and this helped us get very important feedback for our CRM tool.

The participant was asked to think out loud as they went about the tasks. Following the task completion, some questions about the intuitiveness of the flow, missing information, their thoughts about whether they would want to use an app like this and improvement areas were asked to get a better understanding.

“These metrics on the dashboard can be relevant and useful to me!”

“Integration of renter/buyer preferences from different PropTech platform to the CRM is quite practical. However, what would happen if there is duplication or differences of preferences of clients from different PropTech sites?”

“Integration of renter/buyer preferences from different PropTech platform to the CRM is quite practical.”

“However, what would happen if there is duplication or differences of preferences of clients from different PropTech sites?”

“Integration of renter/buyer preferences from different PropTech platform to the CRM is quite practical.”

“However, what would happen if there is duplication or differences of preferences of clients from different PropTech sites?”

“I like how everything is laid out, it is simple and I can scan it [client details] in one glance.

I feel some details are still missing in the ‘Add Client’ popup. Can I manually add these details about clients too?”

But some limitations were surfaced too!

But some limitations were surfaced too!

But some limitations were surfaced too!

From a scalability perspective, less tech-savvy brokers or who have not traditionally used CRMs, may face challenges in adopting the system.

From a scalability perspective, less tech-savvy brokers or who have not traditionally used CRMs, may face challenges in adopting the system.

From a scalability perspective, less tech-savvy brokers or who have not traditionally used CRMs, may face challenges in adopting the system.

The effectiveness of deriving insights from preferences depends largely on the quality and completeness of the data provided by clients.

The effectiveness of deriving insights from preferences depends largely on the quality and completeness of the data provided by clients.

The implementation costs, including integration, data transfer from manual records, maintenance and training, could be significant.

The implementation costs, including integration, data transfer from manual records, maintenance and training, could be significant.

Though designed as a proof of concept, the Accolade CRM successfully mapped broker needs and uncovered high-impact opportunities.

Though designed as a proof of concept, the Accolade CRM successfully mapped broker needs and uncovered high-impact opportunities.

Though designed as a proof of concept, the Accolade CRM successfully mapped broker needs and uncovered high-impact opportunities.

Information Management

Consolidating client databases in one tool saves time and reduces errors associated with scattered data.

Consolidating client databases in one tool saves time and reduces errors associated with scattered data.

Consolidating client databases in one tool saves time and reduces errors associated with scattered data.

Preference Matching

The client’s preference data allows the brokers to tailor recommendations, improving client satisfaction.

The client’s preference data allows the brokers to tailor recommendations, improving client satisfaction.

The client’s preference data allows the brokers to tailor recommendations, improving client satisfaction.

Streamlined Communication

Streamlined Communication

The inbuilt communication channel simplifies sharing property options, creating a seamless client experience.

The inbuilt communication channel simplifies sharing property options, creating a seamless client experience.

The inbuilt communication channel simplifies sharing property options, creating a seamless client experience.

Presenting the final project to the IUB HCI/d Cohort 2025-26, Faculty and Accolade Founder

Presenting the final project to the IUB HCI/d Cohort 2025-26, Faculty and Accolade Founder

Presenting the final project to the IUB HCI/d Cohort 2025-26, Faculty and Accolade Founder

Reflection

This was the first project where research took center stage, and honestly, it pushed me out of my comfort zone. My previous work had always been more design-centric, so learning to navigate in-depth research methods, and applying them in practice, not just theory, made this project especially memorable.

It was also my first time collaborating with stakeholders based in the US, which meant adapting to new expectations, communication styles, and timelines. Even though the outcome was a proof-of-concept MVP, the experience taught me how to work within a structured six-month project cycle, alongside a cross-functional team of designers and researchers.

Stepping into a new industry, demographic, and process helped me grow into a more well-rounded designer, one who’s equally thoughtful about the why behind the design as the how.

A note from Accolade’s founder acknowledging our team’s collaboration on the MVP project

A note from Accolade’s founder acknowledging our team’s collaboration on the MVP project

The IUB Accolade Student Team with Galen Simmons, Founder, Accolade

The IUB Accolade Student Team with Galen Simmons, Founder, Accolade

The IUB Accolade Student Team with Galen Simmons, Founder, Accolade