Buildout Connect

Creating a new marketplace for off-market deals.

About the project
Along with a small team, I oversaw the design, launch, and subsequent iteration of a entirely new product for Buildout––Buildout Connect.

Quick Summary

The problem

Brokers and buyers were looking to buy/sell properties off-market. There was no existing software that matched these users together.

The solution

Create a matchmaking service to connect these users together.

The journey

3 different iterations of the product with two completely different UI structures.

Results

We eventually found product-market fit with improved and stable user adoption. App usage was good enough to start building a mobile app for the product--Buildout's first.

Quick Summary

In 2023, Buildout's core leadership decided that there was a potential opportunity in matchmaking brokers and buyers who were looking to sell and buy listings off-market, respectively.

The problem

Brokers want to find buyers to sell to off-market, but don’t have a great way to find buyers outside of their personal network.
Buyers have a hard time finding off-market listings outside of their personal network.

The solution

Create a matchmaking service to pair brokers and buyers who are interested in buying and selling off-market listings

Results

Our changes made a huge difference and we eventually found decent product-market fit with improved and stable user adoption. App usage was good enough start building a mobile app for the product--Buildout's first.

Results

Our changes made a huge difference and we eventually found decent product-market fit with improved and stable user adoption. App usage was good enough start building a mobile app for the product--Buildout's first.

Full Case Study

The project
Buildout is commercial real estate software that helps brokers market listings and close deals. Its core product is a suite of marketing and lead management tools.

For this project, leadership was looking to add a new product to that suite. This product would connect brokers and buyers who were looking for off-market deals.

The logic was that, because brokers created their marketing materials in Buildout, we knew when brokers were looking to start listing a property. Therefore, we could send that information to owners to create an off-market deal.

My Role
Lead UX Designer
Lead UX Researcher
Lead UI Designer
Team
1 UX Designer
1 Project Manager
2 Developers
Tools
Figma
FigJam
Axure
Pendo
Internal tracking

Our Problems

Brokers want to find buyers to sell to privately, but don't have a great way to find those buyers
Brokers want to find buyers to sell to privately, but don't have a great way to find those buyers

The Solution

Create a matchmaking service to pair brokers and buyers who are interested in buying and selling off-market listings

Project Timeline

This is the H1 title

H1 titles are ignored in the table of contents. We always start the table of contents links with H2.

The best part about H2 elements

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

H3 is one number lower than H2

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

I'm an H4 chilling under an H3

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

And now back to H2

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

H3 is one number lower than H2

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

I'm an H4 chilling under an H3

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

H5 is very rare

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

and H6 is a unicorn!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Another H2 here

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

H3 is one number lower than H2

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

I'm an H4 chilling under an H3

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila! Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Context

How does a commercial real estate deal work?

To fully understand what we were trying to create, it's important to know how commercial real estate deals work. When a property owner is trying to sell their property, they hire a broker who is responsible for finding a buyer and closing the deal

This broker has 2 ways they can go about finding a buyer.
1

Put their listing on market

The broker posts this listing publicly and runs a whole marketing campaign (email, social, physical mailers) to find as many leads as possible.

PRO: Get more leads
CON: Have to split commission fee with another broker

2

Keep it off market

The alternative is to keep the listing private and try to find a buyer yourself. This is called "double-ending" a deal, since the broker represents both sides of the transaction.

PRO: Don't have to split the commission fee
CON:
Harder to find buyers

Our focus

Buildout's existing product covers the on-market use case. For this new product, we were looking to offer a solution for the off-market use case. Is there an easier way for brokers and buyers to find each other?

Discovery

Who are the people we're designing for?

Interviews

We conducted 12 user interviews to develop personas and guide design. Our findings confirmed a market need for a matchmaking product, with both Brokers and Buyers showing interest and willingness to pay. We presented these insights to leadership for further development.

12

Virtual interviews

6

Broker users

6

Buyer users

22

Research questions

High-level questions

Buyer responses

Broker responses

Would you be interested in a software that paired you with qualified buyers/sellers?

Would you be willing to pay for a software that solved that problem?

Our findings confirmed a market need for a matchmaking product, with both Brokers and Buyers showing interest and willingness to pay. We presented these insights to leadership for further development.

Personas

To address both broker and investor goals, I created user personas to guide software use. One persona—BUYERS—was new to Buildout, so their needs were less understood. For each persona, we detailed:

• Their goals (long-term & short-term)
• Daily tasks
• Frequency of software use
• Other tools used
• Their ideal software

I frequently revisited these personas through multiple product iterations and business constraints, aligning management's ideas with user incentives.

What other software is on the market right now?

After researching the commercial real estate industry, my project manager and I found only one company, RCM, addressing the problem, but its solution was too costly for most users. Other products offered partial solutions but lacked direct matchmaking like ours.

Ideation

What’s the best way to solve these problems?

With multiple ways to go about solving the problem I rough sketched some possible ideas. These are broad structures that would help us choose a direction to continue

IDEA 1

Dating Site

IDEA 2

Map Search

IDEA 3

Email List

IDEA 4

Social Network

Once business concerns were taken into account, we decided to pursue Idea 1, as we wanted to force users to mark their interest or disinterest in the flow:

Definition

What are we scoping this project to?

After settling on the general path we wanted to go down, we began to define the specific functionality that we were going to commit to building:

Project Goals

1

Add a new feature to the Buildout Marketing product for Brokers to be informed of interested Buyers

2

Create a new product for Buyers to browse listings and mark their interest

Create a new feature in Buildout for BROKERS that shows them if there are potential buyers interested in their listing. They would then be able to pay for access to those contact details.
Create a new experience for BUYERS to input their investment criteria and be shown listings that match. Allow them to mark interest in listings. This information would then be shown to the broker if they paid for it.

Project Goals

Add a new feature to our current platform

This would show them if there are potential buyers interested in their listing. They would then be able to pay for access to those contact details

Target Persona: Broker

Create an entirely new platform

Create an entirely separate domain and software experience for Buyers. They would be able to mark their interest in listings.

Target Persona: Buyer

Let’s get to work!

Initial wireframes

After settling on the general path we wanted to go down, we began to define the specific functionality that we were going to commit to building:

GOAL 1

Add ability for Broker to send listing to Buyer

Listing Index

The “Home screen” for brokers

New Listing Creation

Add the ability to “Boost” this listing to Buyers

Existing Listings - Boost Modal

Add messaging to existing listings that they can “Boost their listings to Buyers

Boost Modal

Show user more information about “Boosting” their listing to Buyers

Payment Modal

A one-time transaction in order to “Boost”

Confirmation Modal

Confirm payment and allow you to view all your new Buyer leads.

Leads Page

View Buyer details and contact new leads

GOAL 2

Create an entirely new platform for Buyers

Login

Create a new splash page and login for Buyer users

Create Investment Criteria

When they first log in, direct them to input their buying criteria.

Investment Criteria Index

Allow them to view all of the criteria sets

New Matches Modal

Inform users when they have new property matches and direct them to review

Review matches

A one-card-at-a-time flow that forces the user to pass or mark interest

Mark interest

Confirm interest and allow users to send an additional message to brokers

Confirmation modal

Confirm message send and allow users to go back to their workflow

Empty State

Inform users that they have gone through all their matches at this time.

Prototype - Broker Flow

Prototype - Buyer Flow

The moment of truth

In April 2023, we finally launched Buildout Connect and... crickets! Who knew it wouldn't be an instant hit? 😛 Turns out, creating a new product for unfamiliar user types was a bit of a rollercoaster. So, we spent the next few weeks diving into data and chatting with users to figure out how to make it shine.

Initial Problems

Brand awareness

Buyers were a new user to us and had never heard about Buildout before.

No communication

Buyers were a new user to us and had never heard about Buildout before.

Minimal inventory

Buyers were a new user to us and had never heard about Buildout before.

Business limitations

Buyers were a new user to us and had never heard about Buildout before.

The messy middle

It was clear that changes to the product needed to be made, so we set out to iterate on the first version as fast as possible.

A feedback loop problem

With this version, we tried to create solutions to each of our key findings. We concentrated on adding additional functionality within the structure, rather than experimenting with the structure itself.

Iteration A

104

Weekly active users

Iteration B

166

Weekly active users

After making these changes and continuing to test, it became clear that there was a core structural element that was not working for this experience. This lead us to...

Iteration C

Initially, buyers specified their interests, and we matched them. But for Iteration C, we reversed it: buyers saw all properties and then filtered for matches.

You may recognize this layout as the Map Search sketch from earlier :)

This approach had 3 main benefits

Showed users that we had a lot of inventory

Upon first load, users would see the full amount of listings we had

BEFORE - User sees one listing at a time
AFTER - User sees multiple listings

Allowed buyers to be flexible with their criteria

Buyers now saw the immediate impact of changing their filters

BEFORE - Can't see immediate impact of changing their criteria
AFTER - User can remove a filter and see immediate impact

Used familiar design language to other real-estate products

Users knew immediately how to interact with the software

LoopNet - the most used listing site for on-market deals
Buildout Connect - our off-market deal platform

If you build it, they will come. After 3 iterations.

With iteration C, we had much higher user adoption and engagement with the product. We talked to users again and validated that this version of the  experience felt the best and that everything from this point was just about building new features into it, rather than having to re-tool the foundational structure.

1,344

Weekly unique visitors

463

Weekly active users

12 minutes

Average user session

60%

3-month user retention rate

Lessons learned

1

A marathon, not a sprint.

Bringing a new product to market is much different than a standard feature release. It is a large endeavor that requires persistence, constant iteration, and slowly narrowing in on what is working with the product. But as long as you're talking to users, there is a light at the end of the tunnel!

2

Creativity withing contraints

One of the major lenses that shaped this project was the initial business constraint of "we can't have a listing site." Once it became clear that our workaround to this was hampering our adoption, we had to be more creative in our approach.

3

Don't reinvent the wheel

If there are familiar patterns that people use, they often provide a major benefit from an ease-of-use and onboarding standpoint. Weigh the cost of losing that against any potential gain from a different UI approach.