Lease Agreement Advanced Editor
Client
TurboTenant - A vertical SAAS, embedded finance platform that empowers independent landlords to manage and grow their businesses.
Team
Raj, Product Manager
Dani, Lead Engineer
Sveljo, Engineer
Role
UX/UI Design
Problem
TurboTenant was built with a Lease Agreement (LA) “Wizard” that consisted of a series of simple questions to create state-specific lease agreements; however, if a landlord wanted to include specific provisions or delete a portion of the LA, they were unable to make any custom changes.
High-Level Goals
Create a feature that empowers landlords to extensively modify the lease agreement to better suit their specific needs.
KPI: 42% of new customers have utilized a TurboTenant lease agreement by the end of Q4.
Increase conversion rates on Starts to Completion and Completion to Purchase with this feature because landlords can adjust the Lease Agreement to suit custom needs.
Research & Insights
Early User Research
Speaking with TurboTenant CX, we were informed the number of requests for a more customizable lease agreement would better serve the user. Additionally, we heard directly from landlords via Canny (feedback software) requesting a feature to reach similar goals.
“It would be great to allow us to customize the Rental Due Date, rather than have it fall on the 1st day of each month.
”
“When you select a state specific lease there are a bunch of sections that you can’t edit. I want to be able to edit EVERYTHING.
I also want to add other things to the Landlord covering section, like POOL MAINTENANCE”
“Landlords should be able to customize text or language on the lease (eg. breakout utility charges, customize late fees, etc) before signing.”
Iterations & Feedback
Requirements
Working with Raj (Product Manager) and Dani (Lead Engineer), we set the requirement that landlords can not edit the lease agreement until the entirety of the “wizard” is filled out. This is so engineers can save the data in the backend and TurboTenant is not sharing a partially empty lease agreement.
Once we decided to allow for full customization similar to a word processor, I worked closely with Sveljo (engineer) to design the toolbar functionality. We agreed on using a custom toolbar design to incorporate easily recognizable icons and provide an intuitive user experience. Something we had to keep in mind was not allowing the ability to cut or copy from the lease agreement.
Option 01. Wizard Item - Medium Fidelity
Option 02. Separate Card - Medium Fidelity
Option 03. Toggle - Medium Fidelity
Shipping MVP
Working with Developers
As a team, we decided going slightly beyond the minimum viable product would be best for this project due to its wide-reaching impact. Based on feedback from User Interviews, we created new widgets on the rental overview pages. Before I dive into that, for context, we also changed the naming system from “Properties” to “Rentals” when referring to any type of rental “Property” “Unit” or “Room” all of which became nesting levels within TurboTenant. Some of these widgets would persist across each rental level and some would only exist on the lowest level (whichever that may be for a particular landlord).
Wizard Overview Page
Advanced Editor Unlocked - Not Started
Advanced Editor Locked (when wizard is incomplete)
Advanced Editor Unlocked - Started
Launch & Impact
Premium Conversions
Overall conversion to Premium hasn’t moved the needle quite as expected. Looking at the data, Premium purchases after finishing the LA stayed around 69% year over year (Aug 22-Dec 22 vs Sep 23-Dec 23).