Client Onboarding Portal
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The existing onboarding process for new Soma Bay property buyers relied on scattered email threads and paper forms. Buyers received the same information multiple times, and the sales team had no single view of where each client stood.
We mapped the full journey from first inquiry to key handover, then built a simple portal that collects documents, tracks viewing preferences, and records each client's priorities — lagoon frontage, golf proximity, or direct beach access. The team agreed on a single source of truth before any code was written.
A lightweight dashboard now handles intake forms, document uploads, and status updates. Each property consultant gets a clear checklist per client, and buyers receive automated reminders only when an action is actually required. The portal replaced the old spreadsheet system in six weeks.
Onboarding time dropped from an average of nine days to three. The sales team now spots stalled clients early, and new buyers have a clear view of what happens next after they choose a villa or apartment. The portal also reduced duplicate document requests, which had been the most common complaint from clients during the purchase process.
Supporting materials include the intake form template, a status workflow diagram, and a short guide for consultants on how to move a client from first viewing to reservation. These are available to the internal team and were tested with two property consultants before rollout.