Cotality
Reimagining real estate agent workflows in Realist
Overview
Streamlining workflows for real estate agents
Cotality is the business leader in property intelligence with Realist as one of it's core services that provides in-depth data for real estate agents around the country. I worked as a graduate researcher to modernize their platform by making navigation, report building, and surfacing key data points more functional to support agents' existing workflows.
Partner
Role
User Research
UX Design
Prototyping
Concept Testing
Highlights
Strengthened stakeholder funding proposals
Bolstered funding proposal for
$1.6 million
Participant redesign approval rate
100%
Cotality's Goal
A Blue Sky redesign to sell more premium reports
Assumption 1
*Needs verification
Agents want premium reports
Assumption 2
*Needs verification
The UI needs to be updated
Prioritization Workshop
Iterations
Proposed Solution
Making it easier to find relevant information
Navigation
Categories for scanability
Premium Report section
Minimizable menu
Export Builder
Visual report builder
Tailorable reports
Agent branding options
AI Highlights
Natural language summary
Curated reports
Highlighted premium data
Participant Quotes
What do agents think?
Participant 4
Navigation
I think it's very minimalistic, data-driven, and I think it works. It's very smooth... it's perfect.
Participant 2
Export Builder
I think this is the most important section... I really feel excited about the fact that I can create a listing presentation prioritizing information...
Participant 1
AI Highlights Section
I like that it has a little overview that you can read to get a good general sense, and then there's more supporting data below, and you can kind of go as deep as you want to go with it.
Outcomes
Translating design into impact for our partners
New feature potential
Additional revenue streams
Participant approval rate
100%
Bolstered stakeholder funding proposal for