year
2023
role
UX/UI Designer
tool
Figma
Discovery
01
The Problem
The real estate investment process was historically fragmented and manual. Investors had to juggle disconnected silos—banks, insurance, and property managers—leading to high cognitive overload and a 30-60 day closing cycle.
Gap
A massive disconnect existed between investment education (knowing what to do) and implementation (actually doing it).
Goal
Create a "digital thread" that connects acquisition, financing, and management into a single, repeatable system.
User Personas
The Busy Professional
High-earning individuals with no time for the operational "headaches" of being a landlord.
The Strategic Scaler
Growth-minded investors looking to leverage equity and tax benefits to build a multi-property portfolio.
The Strategic Partner (B2B)
Property managers who need data-driven tools to align with investor goals and drive organic growth.
Design Execution
02
The "4 Returns" Dashboard
An innovative tracking system that visualizes wealth beyond just rent, focusing on: Cash Flow, Principal Buy Down, Tax Benefits, and Appreciation.
Curated Marketplace
A handpicked inventory of high-yield properties in stable markets, eliminating "analysis paralysis".
10-Day Closing Cycle
A streamlined acquisition flow with integrated DSCR lending and insurance, reducing closing times by over 70%.
Business Results
03
Investor Retention
69% of investors purchased a second property through the platform, proving high trust and system efficacy.
Operational Speed
Successfully compressed the closing cycle from 60 days to 10 days or less.
Data Observability
Users can now trace financial data origins 90% faster than with traditional manual spreadsheets.
Business Growth
The UX-driven retention strategy is projected to increase platform profitability by 25%.
Explore the Prototype
Interact with the high-fidelity designs in Figma to experience the user flow and micro-interactions firsthand.
