Timeline: 3 Months

Role: Primary design resource working in tandem with a client side project manager, and primary stakeholders (founder).

Tools: Designed and Managed in Figma

Type of plan: Discovery Phase with Design

Services: UI Design, Design System Management

Being supplied with functional requirement specs, design requirements, and MVP details from the client's primary Project Manager, I crafted an end to end workflow for new and returning real estate users with the ability to be able to create their account, connect their existing Zillow accounts to pull relevant home data such as estimated property value and property purchase date, communication preferences and much more.

With the help of Google API's, we also gave users the ability to manually search for their home's location, include their own estimated purchase price, and with a calendar integration, easily choose their purchase date for their home.

Once you arrive at the BasisBuilder dashboard, we allow users to see a very quick allocation of all their home improvement details, along with how much potential savings their home would have at that moment in time. With these details, we also gave them an interactive graphical representation, of their associated Government Exemption Amount, the ability to change their adjusted cost basis, and potential taxable gains that may be relevant for their home. All of which exists above the fold.

With a tap of the plus icon, that remains in view at all times, a user can add by bulk, all their purchase's receipts, whether they are images, PDFs, or other supported documents.

Upon scrolling to the content area, users have all of their created projects, the ability to add receipts to these projects, and/or add images as well. Keeping a visual history of all of your adjustments up to the time of sell.

One of our primary use cases to solve for, was giving users the ability to allocate purchased receipts and categorize them from their mobile device. This would our primary target market, to take pictures of their receipts/purchases, create/edit categories, bulk upload existing photos, or pull from other storage locations such as Google Drive or Dropbox.