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Real estate investment - connected and secure.

origin-screen

Origin Capital is a real estate investment firm with offices all around the U.S. We created a product to replace an older one they had been using that would be more secure, allow Origin to distribute documents and investment offerings to current and potential investors, and allow their investors to log in and review their portfolios.

My role was to design the complete experience, accounting for the needs of investors as well as the principles at Origin. I created deliverables to illustrate the experience strategy as well as visual designs for the administrator experience.

Working with the client and project team, user types were classified and needs were translated into user stories. Ideas were translated into sketches, customer journey maps, lists, etc.
sketches
We arrived a strategy of two user types - investors and administrators. Administrators would add users, create and distribute investments, and administer documents to investors. Investors can see offerings that have been shared with them, indicate their interest level in an investment offering, and view documents Origin has administered to them. Wireframes and user flows were created, then design comps.
wireframes
The resulting product puts information about an investment portfolio's performance at the investors fingertips. It also builds on the high-touch nature of Origin's business by providing an environment in which Origin investors can reach out easily to add to their portfolios.