Yabonza Landlord Registration
Designing a self-onboarding portal to improve the landlord registration experience
A major component of signing on a new landlord to manage their property is collecting the relevant information about them and their property in order to create an exclusive management agency agreement. This process is very time consuming, especially when you are signing on a landlord with multiple properties. The landlord and property information would then need to be added manually to the Yabonza platform for management.
The first challenge was to convert the existing hard copy forms for each Australian state into a combined online form making sure to collect the minimum information required for the creation of legally binding exclusive management agency agreements.
The second challenge was collecting the information in a way that could be pushed into Yabonza’s sales funnel and new leads management CRM, giving the Operations team the ability to approve and activate new landlord accounts before adding their properties to the platform, and also populate the management agency agreement automatically upon approval.
After extensive competitor and industry analysis, and researching online form best practices and UX trends, I designed a simple, easy to use, and very visual, online form which is accessed via a call-to-action on the marketing website or directly by sales representatives signing up new landlords while on the road. This online form acts as a bridge between the campaign driven marketing and sales website, and the data driven Yabonza platform.
Wireframing and Defining the UX Flow
After gathering business and user requirements around the information required for a completed managing agency agreement, wireframes were created to flesh out the initial design thinking and help map out the UX flow.
There are four property status types that shape how each onboarding journey is created and flows, with the ideal type being tenanted, and the prospective landlord uploading their MAA.
Visual Design Concepts
As this landlord registration form is a bridge between the marketing website and the Yabonza platform, the visual design needed to be a good transition between the two. The form also needed to use progressive profiling to not overwhelm the landlord with too many fields on the screen at a time, and also cater to landlords who aren't tech savvy.
After researching the latest UI trends and best practices I created four very different visual design concepts, all utilising full screen layouts, with centred content to highlight the action required on each step. The final UI design utilised a side panel and featured hero images from the marketing website and campaigns.
Final UI responsive visual designs with hero images and core content across desktop and mobile
A fun way to collect basic details for the landlord's account
Finding out the current status of the property
Autocomplete search of the property address
Specifying all the features of the property
Landlords can also upload their managing agency agreement if available
Confirming the ownership structure of the property
Landlord onboarding process confirmation
Colour Palette
A colour palette was created utilising the core colours from the marketing website.
Design in SketchApp
SketchApp was my main tool of choice for this design. I also used Illustrator for icon design, Photoshop for image manipulation, and InVision for prototyping.
Prototype
As part of my UX process I prototyped the visual designs in InVision to regularly test usability and flow with internal stakeholders and the engineering team.
View prototype