Beyond Site Selection: Building the Deal & Lease Engines That Power Retail Growth
Beyond Site Selection: Building the Deal & Lease Engines That Power Retail Growth
role
Founding Designer
Founding Designer
Collaborated with
ML Engineers, CPO, CEO
ML Engineers, CPO, CEO
Feature 1: Deal Management Dashboard
Feature 1: Deal Management Dashboard
Project Summary
After realizing that site evaluation was just the first domino in a much longer chain, I designed a Deal Management dashboard that guides retail teams from initial analysis through to closing.
After realizing that site evaluation was just the first domino in a much longer chain, I designed a Deal Management dashboard that guides retail teams from initial analysis through to closing.
I helped transform a messy, email-driven workflow into a single, streamlined hub.
The result: teams can now track, advance, and revisit deals without ever losing context or momentum.
I helped transform a messy, email-driven workflow into a single, streamlined hub.
The result: teams can now track, advance, and revisit deals without ever losing context or momentum.
Fig: Final design I shipped
Fig: Final design I shipped
The Need
Once a site was approved, teams had no structured way to track deals from initial interest to a signed lease. Everything lived in emails, spreadsheets, or people’s heads.
Once a site was approved, teams had no structured way to track deals from initial interest to a signed lease. Everything lived in emails, spreadsheets, or people’s heads.
The Integration
A site is considered a deal once the user has collected basic information and believes that it could be a good location for their business.
There were 2 cases Deal Management would be used in:
Keeping track of new deals
For old deals: acts as a searchable archive, letting teams quickly reference, review, and analyze past deals
A site is considered a deal once the user has collected basic information and believes that it could be a good location for their business.
There were 2 cases Deal Management would be used in:
Keeping track of new deals
For old deals: acts as a searchable archive, letting teams quickly reference, review, and analyze past deals
A site is considered a deal once the user has collected basic information and believes that it could be a good location for their business.
There were 2 cases Deal Management would be used in:
Keeping track of new deals
For old deals: acts as a searchable archive, letting teams quickly reference, review, and analyze past deals
A site is considered a deal once the user has collected basic information and believes that it could be a good location for their business.
There were 2 cases Deal Management would be used in:
Keeping track of new deals
For old deals: acts as a searchable archive, letting teams quickly reference, review, and analyze past deals
Fig: For old deals, its easy to add them
Fig: For old deals, its easy to add them
Fig: For new deals, when they search for a site, they get an option to add to deals directly
Fig: For new deals, when they search for a site, they get an option to add to deals directly
Feature 2: Lease Management & Designing Clara
Feature 2: Lease Management & Designing Clara
Project Summary
I designed a Lease Management system that lets agents upload, organize, and instantly extract key details from thousands of lease documents using NLP. With a chat interface layered on top, users can ask questions & get direct answers (see exactly where in the lease those answers come from) making lease management fast, transparent, painless.
I designed a Lease Management system that lets agents upload, organize, and instantly extract key details from thousands of lease documents using NLP. With a chat interface layered on top, users can ask questions & get direct answers (see exactly where in the lease those answers come from) making lease management fast, transparent, painless.
Fig: Final design I shipped (Built the entire flow in an afternoon)
Fig: Final design I shipped (Built the entire flow in an afternoon)
The Need
Retail real estate agents are drowning in lease documents scattered across their computers, wasting hours manually searching for critical information buried in PDFs and spreadsheets. There was no easy way to get a quick overview, compare key terms, or answer urgent questions without opening and reading through each file one by one.
Retail real estate agents are drowning in lease documents scattered across their computers, wasting hours manually searching for critical information buried in PDFs and spreadsheets. There was no easy way to get a quick overview, compare key terms, or answer urgent questions without opening and reading through each file one by one.
Fig: I mean they're not that old but when I imagine sifting through PDFs on my local, this is what I imagine
Fig: I mean they're not that old but when I imagine sifting through PDFs on my local, this is what I imagine
The Integration
There were 2 cases Lease Management would be used in:
Attaching new leases as a deal moves through stages
Help managing old leases
There were 2 cases Lease Management would be used in:
Attaching new leases as a deal moves through stages
Help managing old leases
There were 2 cases Lease Management would be used in:
Attaching new leases as a deal moves through stages
Help managing old leases
There were 2 cases Lease Management would be used in:
Attaching new leases as a deal moves through stages
Help managing old leases
Fig: Displaying the key details that's necessary from the lease document
Fig: Displaying the key details that's necessary from the lease document
Design Approach: Beyond chat interface
The user research revealed that users of lease documents face three main challenges:
difficulty finding relevant clauses,
confusion caused by legal jargon, and
the need for quick, reliable answers without having to read through entire documents.
The user research revealed that users of lease documents face three main challenges:
difficulty finding relevant clauses,
confusion caused by legal jargon, and
the need for quick, reliable answers without having to read through entire documents.
Fig: The chat interface with answers that refer back to the document
Fig: The chat interface with answers that refer back to the document
Based on these insights, this feature was designed to:
Provide plain-text, straightforward answers sourced directly from the lease.
Highlight the exact article or clause where the answer is found (transparency, trust and traceability)
Offer a snapshot preview of that section to give users immediate context.
Include a link that navigates users to the full lease doc at the precise location
This approach supports both novice users who want simple answers and expert users who require detailed verification.
Based on these insights, this feature was designed to:
Provide plain-text, straightforward answers sourced directly from the lease.
Highlight the exact article or clause where the answer is found (transparency, trust and traceability)
Offer a snapshot preview of that section to give users immediate context.
Include a link that navigates users to the full lease doc at the precise location
This approach supports both novice users who want simple answers and expert users who require detailed verification.
Fig: Building this entire flow for GrowthFactor, literally taking it from 0 to 1, is the highlight of my life.
Fig: Building this entire flow for GrowthFactor, literally taking it from 0 to 1, is the highlight of my life.
Next Case Study:
Next Case Study:
See how I designed a tool by bringing machine learning–powered confidence to benchmark new sites and predict sales performance
See how I designed a tool by bringing machine learning–powered confidence to benchmark new sites and predict sales performance