The Challenge

The product needed to provide visibility into a complex process, displaying the right information to the right team members at the right time.

Real estate transactions are complex, involving a dizzying number of steps, team members, and documents. Homebase is a transaction management platform that brings order to the chaos, pulling all transaction information together in on place, instead of being spread across numerous emails, spreadsheets and systems.

My Role

I led end to end product and UX design from discovery through implementation in partnership with the product, marketing, and engineering teams as well as operations and leadership stakeholders.

Research

User Journeys
Data Mapping
Site Mapping

Design

Wireframes, Mid-fi, Hi-fi
Prototypes
Design System

Testing & Review

User Interviews & Testing
QA Coordination
PO Review

Tools used: Adobe Creative Suite, Figma, G-Suite, Jira, Lucidchart, Miro, User Interviews

The Vision

To create a full view of the journey for buying, selling, and moving that simplifies the experience for end consumers and the teams that support them.

The Reality

Our focus had been primarily on simplifying the process for the end consumer, but as we met with internal teams and leadership, we needed to shift our efforts.

Our internal teams were working in numerous systems and files with no central location to view all transaction details or codify the process. When combining the buying and selling process, there were 250+ steps and 20+ team members.

Meet the Users

Primary

Name: Edith
Role: Portfolio Manager
Team: Internal Operations

Secondary

Name: Marc
Role: Real Estate Agent
Team: Real Estate

Edith is a Portfolio Manager at Reali. She tracks Buy Before You Sell and Cash Offer transactions to make sure they close on time. Edith spends a lot of her time answering questions from team members, tracking down contacts, and updating transaction info. She needs a place where she can easily go to do all these things.

Marc is a Real Estate Agent at Reali. He specializes in guiding clients through Buy Before You Sell and Cash Offer transactions, helping them understand the process. Even though Marc is familiar with both types of transactions, there are a lot of steps and team members, so he would benefit from having one place to see them all.