End-to-End Transaction Management

Compass acquired Glide, a real estate transaction startup, in July 2021. Transaction management was the missing piece in the Compass platform, and my team folded Glide's product into Compass's broader real estate ecosystem.

I owned design for offer management, the new product at the center of the integration, covering both the buy and sell side of a deal.

Offers get written and run in wildly different ways. The goal was to streamline the process for agents on both the buy and sell side, across the building blocks of an offer:

• ·MLS and property search
• ·Form fill and e-signature
• ·Document reading through OCR
• ·Offer terms management
• ·Email composition and notifications
• ·Brokerage commissions and compliance workflows

I mapped the full offer journey across pre- and post-contract for both the buy and sell side, then worked through the bi-directionality between Compass's internal tooling (Business Tracker) and Glide's external transaction tooling. From there I designed the buy-side offer flows:

• ·Start an offer: add a property and open an offer against it.
• ·Add documents: upload, transfer, or pull from form libraries.
• ·Add an offer for compliance only: log an accepted offer to kick off compliance and commissions.
• ·Submit an offer: a guided wizard covering parties, key terms, and an email composer.

Buy-side offer management shipped to most US markets. The platform-integration and applied-AI work it was part of cut transaction processing costs 22% entering FY23, and adoption was tracked through a HEART framework, measuring happiness, engagement, adoption, retention, and task success, to guide the next round of iteration.