Internal broker tools

The broker team relied on outdated software and a patchwork of tools to manage their tasks. Forge committed to developing a fully integrated toolset to enhance efficiency and streamline workflows. The ultimate goal was to ensure a smooth and effective transition from their legacy processes to the new system

Interest screener

The screener aimed to achieve several key outcomes: unifying internal brokers across the United States and Europe, exploring potential monetization opportunities through third-party involvement, adopting modern industry-standard practices, and streamlining the process for brokers to organize and share IOIs with clients more efficiently.

“I think this is brilliant frankly, this is the simplest solution of turning our IOIs into an inventory list to send to a client...I spend an hour doing that for one client.”

— Kyle

“Having a way to download and pop into an excel and pop that into an email would be very, very helpful.”

— David

Prototype
Synthesis
Low Fidelity
High Fidelity

Indication of Interest (IOI) Management

I designed a new IOI management experience to integrate essential features—such as edit, cancel, and add note—into the broker workflow within the new product. I led multiple iterations exploring various interactions, accounted for different IOI states, and ensured the designs were responsive and compatible with both light and dark modes.