SkySlope

Problem

Agent feedback kept pointing to frustration placing signatures in DigiSign. The goal was clear, make the core e signing experience much easier to use.

Usability testing

I ran targeted usability tests to see why users struggled. Many could not place and assign signatures correctly, a 40 to 50% error rate. 4 of 10 testers were frustrated setting the properties of each block after drawing it, and 5 of 10 struggled to change a property selection while creating a block.

DigiSign kept the signature block and its type selected after placement, unlike most e signing tools. That forced extra clicks and unexpected changes when moving to the next signature. Changing who a block was for also changed the signature type.

Ideation

Solving this was not simple, since many long time users were used to the old behavior. Surveys split evenly, so I built two things, a preferences page to choose the selection behavior, and a clearer flow for changing signers that cut effort and confusion.

After closing the gaps from testing, we released to everyone.

Overview

Agents handle a lot of paperwork, often with assistants called transaction coordinators. I reshaped Forms to support whole teams, not just individual agents.

Team management

I built ways for agents to add coordinators to their accounts, and for coordinators to request access, so delegation runs smoothly.

File management

Coordinators often manage files for many agents. I added a filter by agent, so delegating paperwork is easier and much faster.

File history

Agents needed to know who changed what. I added a file history, so every update is attributable to a team member.

The refined flows cut digital signing mistakes by ~50%.

Overview

Breeze launched as a new web app, building on earlier work to help agents complete the many disclosure forms required in California real estate.

Disclosures

Data showed 90% of California transactions involve a few key disclosure forms, MHTDS, SPQ, TDS, and EQ. I designed a wizard that guides users and auto fills these complex forms.

Management

I built a clear way for agents to track how clients were completing documents, so they could watch progress and step in when needed.

Mobile first

Agents often work on the go, so Breeze is mobile first. Text to speech on visual inspection forms lets them complete forms on site by typing or dictation.

Impact

• Cut digital signing mistakes by ~50%
• Expanded the platform to new user segments and increased stickiness
• Drove a 15% increase in cross product usage

Retrospective

Moving fast, I overlooked one thing, the new app's authentication. It needed to work with existing products and for new users outside the ecosystem, and we only found the issue in user testing. The lesson, run a thorough technical audit to pin down changing constraints before UI design, especially after a big strategic shift.