Homes.com
Agent Client Connection
Brand/Project:
CoStar Group, Homes.com, Residential Real Estate
Role:
UX Designer
Date:
Q3-Q4 2022
Context:
In 2022 CoStar Group was branching out into residential real estate with their Homes.com product. We needed to create designs for the interactions between real estate buyer agents and their buyer clients utilizing the existing Homes.com design system.
The Problem
How do we create a product that facilitates and enhances the relationship between a buyer agent and their buyer client?
* Additional Considerations:
- Agents can accumulate hundreds of clients over the course of their careers
- Because this is a new product there is a need to acquire and retain as many agent and consumer users as possible to build the user base
The Solution
Outline the interaction requirements starting from the most general proceeding to the most specific.
Users
Agent: Ann Taylor
- Has been a real estate agent for 20+ years
- Acts mostly on the buyer side
- Worked with hundreds of clients over the course of her career
- Has about 6 active clients in different stages of buying
- Not technologically savvy
Consumer: Rosemarie Townsend
- Married with two children
- First time home buyer
- Enjoys shopping/browsing homes for sale online
- Connected with Ann Taylor at an open house
Requirements Outline
Agent:
- Connect
- Send Invitation
- QR Code
- Pending Client List
- View pending invitations
- Accept/reject Invitation from Consumer
- Manage Connections
- View Active Client List
- Pin Active Clients
- Remove Clients
Consumer:
- Connect
- Send Invitation
- To registered Agent
- To unregistered Agent
- Pending Client List
- View pending invitations
- Accept/reject Invitation from Agent
- Manage Connections
- View Agent
- Remove Agent
Actions Flows
Agent to Consumer
- Agents need a way to distinguish between active and inactive clients so the team discussed and agreed on a pinning functionality
- This needed to plug into additional agent/client interactions, we built out an agent view of the consumer profile so agents could see their client's favorite homes
Consumer to Agent
- For an agent to create a Homes.com account they must be registered with an MLS. If an agent did not have an account, they must verify that registration
- For this early version, consumers were limited to one agent connection
The Results
After cycles of feedback and iteration I produced these high fidelity prototypes abiding by the existing system
Agent Connection Sample
Agent Figma Flow
Consumer Connection Sample
