Referral Exchange connects home buyers and sellers with top-performing real estate agents across the US.

Our task was to design a mobile-first experience that made it effortless for agents to follow up on referrals straight from a text message – surfacing key client info instantly and making feedback loops smoother and faster.

Referral Exchange connects home buyers and sellers with top-performing real estate agents across the US.

Our task was to design a mobile-first experience that made it effortless for agents to follow up on referrals straight from a text message – surfacing key client info instantly and making feedback loops smoother and faster.

Agent profile page showing key stats, achievements, business highlights, professional info, and client reviews – all in one place for quick reference and credibility.

Result

Result

The new interface helped Referral Exchange streamline mobile agent engagement – reducing drop-off and making follow-up frictionless. With clearer content, stronger focus, and faster feedback loops, agents could act immediately and effectively, reinforcing Referral Exchange’s reputation as a reliable, tech-enabled partner in the real estate process.

The new interface helped Referral Exchange streamline mobile agent engagement – reducing drop-off and making follow-up frictionless. With clearer content, stronger focus, and faster feedback loops, agents could act immediately and effectively, reinforcing Referral Exchange’s reputation as a reliable, tech-enabled partner in the real estate process.

Side-by-side comparison showing an incomplete agent profile on the left and a fully filled-out version on the right to highlight profile setup progress.

Agent profile edit screens for updating business hours, sales history, client reviews, specialties, and business highlights

Process

Process

The project started with a clear goal: reduce friction for agents landing on the platform via mobile. We mapped out key user flows to identify pain points, and quickly saw that the existing landing page struggled under content overload – especially on smaller screens.

We rebuilt the experience around clarity and urgency. Using visual hierarchy, we prioritised the CTA and made sure agents could scan key details at a glance – name, contact info, location, and budget. Every design decision was tested against one core principle: can the agent act quickly and confidently?

Typography and colour were used to distinguish between primary and secondary data. High-contrast fonts highlighted actionable content, while supporting information was styled to stay visible but not distracting. The result was a clean interface that worked with the agent’s mental model – not against it.

The project started with a clear goal: reduce friction for agents landing on the platform via mobile. We mapped out key user flows to identify pain points, and quickly saw that the existing landing page struggled under content overload – especially on smaller screens.

We rebuilt the experience around clarity and urgency. Using visual hierarchy, we prioritised the CTA and made sure agents could scan key details at a glance – name, contact info, location, and budget. Every design decision was tested against one core principle: can the agent act quickly and confidently?

Typography and colour were used to distinguish between primary and secondary data. High-contrast fonts highlighted actionable content, while supporting information was styled to stay visible but not distracting. The result was a clean interface that worked with the agent’s mental model – not against it.

Mobile interface for editing business hours, selecting specialties, and choosing key highlights to showcase on an agent’s public profile.

Mobile views for editing sales history, updating professional information, and requesting client reviews directly from the platform.

Form for editing professional details

Let's collaborate today!

Let's collaborate today!

We’re here to help. Whether you have a project in mind or just want to chat, feel free to get in touch.

We’re here to help. Whether you have a project in mind or just want to chat, feel free to get in touch.

Let's collaborate today!

We’re here to help. Whether you have a project in mind or just want to chat, feel free to get in touch.

Let's collaborate today!

We’re here to help. Whether you have a project in mind or just want to chat, feel free to get in touch.