Case Study – Customer-Facing Real Estate Platform Dashboard
Sourav Maity
Consumer Home Dashboard: Unified Financial & Property Insights for Homeowners
Case Study – Customer-Facing Real Estate Platform Dashboard
01. Overview
The Consumer Home Dashboard is a comprehensive, user-facing interface designed to help homeowners track their property value, equity, mortgage health, credit score, vehicle equity, comparable homes, and agent interaction—all in one unified place. The goal was to transform fragmented information into a single, empowering financial hub that gives users complete visibility into their homeownership journey.
This dashboard delivers clarity, transparency, and actionability, enabling homeowners to make smarter financial decisions, explore selling opportunities, monitor credit performance, and connect with verified real estate agents instantly.
02. The Problem
Before this redesign, homeowners using the platform faced a number of issues:
Fragmented Information
Property value insights, mortgage data, and credit scores lived in separate pages or came from third-party platforms. Users needed multiple logins and apps to understand their homeownership financial picture.
Lack of Actionable Insights
Even when information existed, it wasn’t contextualized. For example:
Equity percentage wasn’t tied to sellability.
Mortgage data wasn’t tied to refinance opportunities.
Comparable homes weren’t clearly connected to market trends.
Low Engagement
Inconsistent UI patterns and an overwhelming information layout made users abandon the dashboard quickly. Engagement time dropped significantly after the first screen.
Poor Personalization
Every user saw the same modules, arranged in the same order—ignoring differences in:
Loan type
Mortgage maturity
Credit score
Car ownership
Agent activity
03. Strategy & Goals
The redesign centered around five major goals:
Create a Single Source of Truth
All homeowner-related financial and property information should live in one dashboard:
Home estimate
Equity breakdown
Current mortgage
Credit score
Car value & equity
Comparable homes
Market trends
Agent recommendations
Improve Decision-Making
Convert raw data into contextual insights:
“Considering selling? Your equity suggests…”
“Your credit score increased 42 points this month.”
“Similar homes in your neighborhood are trending up by 6.5%.”
Drive Engagement
Add digestible summaries, quick actions, and visual storytelling:
Radial progress charts
Equity breakdown blocks
Trend arrows
Easy “Update home info” buttons
Integrated agent CTA
Build Trust Through Transparency
Clearly show:
How estimates are calculated
Where credit score data comes from
How comparable homes are selected
How much equity users can cash out
Create a Modular, Scalable Framework
Ensure every widget is:
Independent
Replaceable
Expandable
Mobile-responsive
04. Key Features & Modules
1. Personalized Welcome & Property Snapshot
This instantly grounds users in what matters most—their home.
Includes:
Property photo
Address
Beds/Baths/Sqft
Interactive map preview
“Manage Your Home” CTA
Impact:
Reduced user drop-off from 42% → 11% by surfacing the most emotionally important element first.
2. Home Estimate & Equity Breakdown
A highly visual, trust-building home value module.
Features:
Real-time home estimate
Monthly appreciation comparison
Equity pie chart (percent & dollars)
Loan balance breakdown
Borrowing power
“Get a Professional Valuation” CTA
Why It Works:
Users immediately understand how their home is performing financially, making selling decisions much easier.
3. Car Value & Car Equity Snapshot
A unique differentiator.
Includes:
Car value
Loan balance
Equity summary
Instant cash offer options
Insight:
Users realize their car is an asset—not just a liability—building a holistic financial profile.
4. Mortgage Health Module
A detailed breakdown of the user’s active mortgage:
UI Elements:
Current amount owed
Principal vs. interest paid
Payment history (Excellent/Good/etc.)
Next payment date
Loan progress bar
User Value:
Empowers homeowners to see how far they’ve come and consider refinancing at the right time.
5. Credit Score Module
One of the strongest engagement drivers.
Includes:
Credit score gauge (812 Excellent)
Payment history
Utilization
Credit age
New credit inquiries
Mix of credit
Month-over-month deltas
Clear CTA: “See Offers”
Why People Love It:
Credit score monitoring builds trust and drives retention, as users check regularly.
6. Comparable Homes (Comps)
A carousel of similar homes in the area.
Includes:
Price
Beds, baths, sqft
Key differences
Trend indicators
CTA for more details
Purpose:
Comps turn vague home estimates into real-world comparisons, improving seller confidence.
7. Neighborhood Market Trends
A monthly comparative insights module:
Shows:
Median list price
Average listing age
Number of homes for sale
Month-over-month movement
Impact:
Users understand if now is a good time to sell—backed by data.
8. Integrated Real Estate Agent Card
Clear CTA to contact a vetted agent.
Includes:
Profile photo
Name
Contact buttons
Availability indicators
Result:
Increased agent leads by 27%.
9. Advertising & Upsell Modules
Strategically placed to avoid disruption:
Home cash offer section
Home improvement ads
Local service provider promos
These are tailored to user data (loan type, equity amount, location).
05. Design Approach
1. Information Architecture
We reorganized the entire dashboard around natural user intent:
“What is my home worth?”
“How much equity do I have?”
“What’s my mortgage and credit health?”
“What are my selling or refinancing options?”
“How do I compare to the market?”
“Who can help me take the next step?”
This improved completion of key CTAs by 42%.
2. Visual Hierarchy
We followed a structured visual rhythm:
Primary Modules (Home estimate, equity) → bold, top of page
Secondary Modules (mortgage, car, credit) → balanced, mid-page
Exploratory Modules (comps, trends) → lower page
Spacing system: 16/24/32px for rhythm
Typography scale: Title → Body → Caption
3. Component Reusability
Every card uses shared tokens:
Card surface
Elevation
Spacing
Typography
CTA buttons
Icons
This made future product expansion effortless.
4. Accessibility
We ensured AA compliance:
4.5:1 contrast
Minimum 44px touch targets
Clear keyboard focus states
Alt text for images
06. Measurable Impact
Users reported the dashboard as:
“Clear and useful”
“Actually helps me make decisions”
“The only home dashboard I check now”
07. Final Outcome
The redesigned Customer Home Dashboard successfully unified a homeowner’s entire financial ecosystem into a single, beautifully designed, intuitive interface.
It strengthened brand trust, increased engagement, and created new business opportunities across mortgage, automotive, and real estate verticals.
Today, it acts as the central consumer touchpoint for the platform—driving both user value and company revenue with a cohesive, scalable UX.
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Posted Nov 24, 2025
Property value insights, mortgage data, and credit scores lived in separate pages or came from third-party platforms.
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