How our IDCore’s redesign helped to simplify real estate paperwork

The problem with the initial design was that users had to fill out a lot of forms manually

The IDCore app has two access levels:

Vendors (for instance, plumbing, repairs, maintenance, and other services). The app checks their licenses, insurance, and W-9 (IRS-mandated tax info form) and runs a background check.

The IDCore app has two access levels:

Real estate managers. They have access to the lists of contractors, but initially, these lists were hard to navigate: no proper filters, unclear labels, and hard to get the status of contractors at first glance.

So, Eleken got down to work to make jobs easier for both vendors and real estate managers.

For vendors, Eleken simplified the addition of information

We started by adding the option of uploading a photo or a document scan instead of filling out the forms manually.

We also made it easy to switch between an app's mobile and desktop versions without losing on the progress if a document user needs is stored on one's computer when the work was started on mobile and vice versa. Users get a link on their mail they can use to continue uploading where they left off.

Second, we simplified filling out the forms manually if uploading a document is impossible.

Instead of fitting the whole form on one screen, which made it look quite intimidating, our designers broke down the process into easily digestible steps.

Now, any given screen has a maximum of three fields. The progress bar above shows how much the user has to fill out. Psychologically, it's far less daunting to break down a large task into smaller steps, and the user doesn't feel overwhelmed by long and seemingly complex forms.

For managers, Eleken redesigned the vendors' list

Contractors can use IDCore to store all compliance information in one place. Managers, in turn, can use the app to navigate through the lists of compliant vendors to hire and invite new ones to add their info.

The initial vendors' list design lacked visual cues, which are crucial for the ease of navigation.

Our designers used intuitive color-coding to make it easier to understand at first glance what vendors are compliant and what exact information they already have in the system. We also added the search function to the already existing filter, streamlining the user experience. Now, it is extremely easy for the managers to filter, search and pick the compliant vendors.