All WorkJMPresentation Mode
02 / 07

Leasing × Automation × Operations

Redesigning the Leasing Pipeline

Reducing the friction between inquiry and executed lease.

ROLEWorkflow Design · Product Strategy · Implementation PlanningSTATUSOngoingYEAR2024–Present
01 / PROBLEM

The operating gap

Repeated manual entry and handoffs created avoidable friction across the renter and agent journey.

Scale shouldn’t require more chaos.
02 / INSIGHT + SYSTEM

A shared structure for the work

Mapped a streamlined system with reusable rules, prefilled data and explicit stage ownership.

One operating layer

Lead portalsEmailSpreadsheetsListing platformsLease requestsSchedulingProperty dataDocumentsSystem

Context, handoffs and next actions become visible in one workflow.

03 / EXECUTION

Designed for the real workflow

A connected workflow spanning qualification, scheduling, application, lease creation, signature and payment planning. The work was shaped around the people who use it, the information they need, and the decisions they make next.

PandaDocStripeQuickBooks
04 / BUSINESS IMPACT

What changed

Established a scalable blueprint for a more consistent leasing experience.

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.

Working flows shown with fictional tenant data; external integrations use controlled approval gates.

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