About the Project
Helping real estate agents deliver personalized communications
Web Browser Focused
Team Player
Compass has built the first modern real estate platform, pairing the industry's top agent talent with technology to make the search and sell experience intelligent and seamless. Compass' mission is purposed to help everyone find their place in the world.
Role
User Experience
Prototyping
Date
2021 - 2022
Flexible Template Email Editor
Crafting emails that make clients feel like VIPs
Team
Percy Swint (Design), Andrew Ward (Product), and Konrad Rywelski (Engineering)
Businesses everywhere are utilizing 3rd party email software to create communications with a personal touch. We developed a custom solution tailored for real estate agencies of all shapes and sizes. Here's the process executed for both projects:
Define business goals​
Define agent personas
Design wireframes
Review agent feedback
Interview agents
Iterate
Score agent problems
Validate opportunities
Design high fidelity prototype
Discover business opportunities
Create user flows
Handoff to engineering
Flexible template email editor
Problem
Agents are creating newsletters and sending out email campaigns to existing and potential clients, on the daily basis. For every personalized email that they're sending out, they are required to add their: contact info, agency information, company logo, listing address, listing details... and the list goes on. Agents are overwhelmed by the repetitive, minutiae.
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Solution
The solution was to create a group of dynamic components that could be auto-filled with agent and company information, listing and property details, logos and more; saving agents countless hours of manual entry. This approach also reduced the number of typos and grammatical errors, resulting in more professionally polished communications.
Auto-filling listing & agent info, flexible template email editor prototype
Media Library
Seamless team collaboration
Team
Percy Swint (Design), Ashley Capeloto (Design), and Kevin Reid (Product)
High performing and successful real estate agencies are composed of a number of members who all together move like one unified organism. After understanding how agents share media internally, we decided to create a collaboration tool that takes that comprehensive, organization further.
Media Library
Problem
Today, real estate agencies are composed of principle and junior agents, finance, and marketing specialists. Principal agents are often the primary consumers and owners of media, but more often than not, they are not the ones who actually create new listings, marketing collateral and so on.
Transferring media internally provides for a cumbersome experience. Agents can not easily share media with their team, which makes for a slow and inefficient collaboration process. More explicitly, research has shown that the majority of teams have to first upload a volume of large files, from their Compass Media Library, to a 3rd party storage cloud. Next, the receiving team member must then download all files locally, and then upload them to their own Media Library within Compass.
Solution
With collaboration enabled in Media Library, principle agents and their team members could share access to various types of media including: images, videos, and 3D tours. Sharing media right within the Compass platform provides instant access to media without the need to upload and download assets. All users can quickly create listing and marketing collateral using media that was shared with them.
Sharing media, media library prototype