case study
One Deal, One Conversation
We designed an intuitive, frictionless app where all parties can communicate effortlessly throughout every stage of a home buying deal—turning Unison’s previously fragmented process into a coordinated experience.
Stakeholders
Unison operates within a vast ecosystem that spans the finance and housing markets, involving multiple stakeholders who play crucial roles in each deal:

Homebuyers: Often first-time buyers who are locked out of the housing market due to insufficient capital or lack of access to traditional financing. For them, Unison’s co-ownership model represents a chance to achieve the dream of owning their first home

Loan officers: Financial experts who work closely with homebuyers to build custom financing scenarios, presenting different loan options and repayment structures. They act as intermediaries between banks and homebuyers, ensuring the chosen mortgage aligns with both parties’ needs.

Real estate agents: Advisors who guide buyers through the home search and help them secure properties, ensuring smooth coordination between finding a home and completing the purchase.

Unison Account executives: Unison's point of contact, who oversee the entire deal, ensuring all necessary information is collected, verified, and approved at the right stages. They align all parties and manage timing and accuracy to keep the process moving smoothly from start to finish.
Group chat
The heart of the app is a dynamic chat-based interface, where each deal becomes a group chat for all stakeholders involved.
Deal list
The sidebar changes based on the deal stage, offering context-sensitive tools and information to support users through each phase of the transaction.
Share loan scenarios
Loan Officers can build various loan scenarios using a dedicated interface to showcase different terms and outcomes for homebuyers. Homebuyers then view these scenarios as interactive comparisons, making complex financial data easy to understand and evaluate.
Browse properties
A dedicated home browsing section, where real estate agents can suggest properties and set up initial deal options. This section connects directly with Unison’s automated pre-approval process, triggering new deals seamlessly.
Resource Library
The heart of the app is a dynamic chat-based interface, where each deal becomes a group chat for all stakeholders involved.
Invitations
Tailored email invitations and easy registration flows are designed to showcase the platform’s value to Loan Officers and Real Estate Agents, driving growth through a network-based strategy.
Desktop and mobile
All features are designed to work equally good on desktop as they do in a mobile browser. Critical for email conversion.