Reimagining how agents access real estate data

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

Strengthening 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

Agent Perspectives

Testing our assumptions

Agents want to be Market Experts

Interviewing agents, I found that they:

  • Didn't know what premium reports were

  • Didn't always find premium reports relevant

  • Need comprehensive data to position themselves as market experts to clients

Assumption 1

*Not always true

Agents want premium reports

Goal 1

Become a market expert

Goal 2

Share relevant data with cilents

Agent Perspectives

Testing our assumptions

Agents want to be Market Experts

Interviewing agents, I found that they:

  • Didn't know what premium reports were

  • Didn't always find premium reports relevant

  • Need comprehensive data to position themselves as market experts to clients

Assumption 1

*Not always true

Agents want premium reports

Goal 1

Become a market expert

Goal 2

Share relevant data with cilents

Agent Perspectives

Testing our assumptions

Agents want to be Market Experts

Interviewing agents, I found that they:

  • Didn't know what premium reports were

  • Didn't always find premium reports relevant

  • Need comprehensive data to position themselves as market experts to clients

Assumption 1

*Not always true

Agents want premium reports

Goal 1

Become a market expert

Goal 2

Share relevant data with cilents

Prioritization Workshop

Addressing both agents' and Cotality's concerns in 3 high impact areas

Navigation
Exporting
AI Highlights

Iterations

Proposed Solution

Making it faster and easier to find relevant information

Navigation

Categories for scanability

Clearly labeled premium reports

Minimizable menu

Export Builder

Live Report Builder

Tailorable reports

Agent branding options

AI Highlights

Natural language summary

Multiple sections of curated data

Highlighted premium reports

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

$1.6 million

@ 2025 by Eurie Oh

7:43:58 AM

@ 2025 by Eurie Oh

7:43:58 AM

@ 2025 by Eurie Oh

7:43:58 AM