All WorkJMPresentation Mode
01 / 07

CRM × Automation × Operations

Building a Brokerage Operating System

Turning disconnected leads, listings, leasing workflows and communications into one internal platform.

ROLEProduct Strategy · Workflow Design · Marketing Operations · AI-Assisted DevelopmentSTATUSOngoingYEAR2024–Present
01 / PROBLEM

The operating gap

Leads, property data, qualification, communication and lease tasks lived across disconnected tools.

The lead wasn’t the problem. The handoff was.
02 / INSIGHT + SYSTEM

A shared structure for the work

Designed, directed and shipped an internal operating layer with role-based workflows, Gmail integration, audit logging and lead intelligence.

LIVE WORKFLOW DEMOFictional lead · anonymized interface
MC
LEAD

Maya Chen

maya.chen@example.test · (212) 555-0147

Assigned agentPending
Property fitConfirmed
DocumentsNot started

40× monthly rent annual income standard · 80× for guarantors. Project framework only—not universal rental advice.

03 / EXECUTION

Designed for the real workflow

A product and operations initiative built around the complete brokerage funnel—from inquiry through leasing. The work was shaped around the people who use it, the information they need, and the decisions they make next.

Next.jsPrismaPostgreSQLGmail API
04 / BUSINESS IMPACT

What changed

Created a more coherent operating model and a shared source of context for marketing and leasing teams.

Metrics are intentionally left open until validated data is available.
05 / WHAT I LEARNED

The interface is only one layer.

The strongest systems connect the customer experience, the team’s operating reality and the business objective. Designing any one of those in isolation leaves value on the table.

Product capabilities verified against the working source. Interface records are fictional.

NEXT PROJECTRedesigning the Leasing Pipeline