CoStar CRM - Real Estate SaaS & UX UI

User Discussions & Insights

Understanding Everyday Buyers

• In the early phase of the CoStar CRM - Real Estate SaaS project, we conducted interviews with 10 users to identify blockers in their real estate journey. The focus was on search efficiency, loan transparency, and decision-making support. The data revealed pain points across mobile and desktop use cases, especially in listing discovery and market insight clarity.

Core Findings

• 62% – Listing Discovery Challenges

  Most users struggled to find relevant listings. 25% had no issues, 13% found some helpful. Discovery tools need simplification to improve user engagement and reduce churn risk.

• 74% – Loan Tracking Confusion

  A large portion of users said the app did not clearly explain loan tracking. This impacts conversion and understanding of financial outcomes.

• 69% – Unclear Market Insights

  Users reported the market data lacked clarity or felt incomplete. 69% found insights unhelpful or missing, which affects confidence in decision-making.

• 68% – Usability Score

  The overall usability fell within moderate range. While core functions are accessible, better flow and UI clarity are needed to boost satisfaction, reduce friction, and increase retention.

UX/UI Frame

Design Showcase

• Responsive UI screens for “Waterfall Views Village” show key real estate data, such as IRR, DSCR, risk rating, and stakeholder access. The desktop layout uses modular cards, while mobile keeps data accessible with touch-optimized components.
  Stakeholder visibility and quick metrics improve engagement and lower CSR.

Problem and Solution

Search friction turned into priorities

• During the early stages of the CoStar CRM - Real Estate SaaS ui / ux, the team identified fragmented navigation as a core issue. Users were switching between multiple views without clear direction, increasing decision fatigue and lowering user satisfaction.

• Problem

  Search flow lacked clarity. Users had to shift between unrelated views to compare listings, metrics, and context. This raised cognitive load and slowed down task completion.

• Solution

  The updated CoStar CRM - Real Estate SaaS | UX UI ux / ui combines a streamlined search flow with ranked results and guided filters, and integrates loan data directly into property views to reduce user fatigue and support faster, more informed decisions.

Logo Design

Visual Identity for Trust and Clarity

• The logo features a clean wordmark paired with a simplified star icon. The icon signals direction and insight, reflecting the platform’s focus on helping users make data-driven property decisions.
  
  The type choice supports legibility across screen sizes, while the symbol brings balance between professional tone and brand recall. This CoStar CRM - Real Estate SaaS example strengthens product recognition across both mobile and desktop environments, contributing to higher user trust and platform retention.

Landing page

Path to Smarter Home Choices

• The landing page presents key features and benefits in a straightforward way. The layout is clean and easy to navigate, helping users quickly grasp the platform’s value.
  
  Messaging is aligned with B2B SaaS goals, aiming to boost engagement and improve conversion rates. Visual consistency supports brand recognition and builds user trust.
  
  This example demonstrates how a simple landing page can reduce user friction and encourage deeper exploration, supporting better retention and satisfaction.

Typography

Designing with Calm and Clarity

• We selected the Urbanist typeface to ensure readability and a clear content hierarchy. Urbanist supports titles, subtitles, and body text with consistent weight and spacing, helping users easily scan and process information.
  
  The font choice reflects a professional yet approachable tone, reinforcing trust while maintaining simplicity. This consistent typography supports user engagement and efficient navigation throughout the mobile app and platform.

Colors

Branded Hues

• The project uses a color palette designed for clarity and focus. Black and white provide strong contrast and a clean base, supporting readability across the app. Green highlights key actions and signals growth and reliability, important for financial and property data.
  
  Orange adds energy and draws attention to alerts or important updates without overwhelming the interface. Gradients are applied subtly to create depth and modern visual interest.
  
  This balanced color system helps guide user focus, supports consistent branding, and enhances engagement in a professional B2B SaaS environment.

Mobile app

Empowering Action on the Go

• The project brought key property insights into a compact mobile format. The app helps users review property details, financial data, and loan performance in a structured, visual interface.
  
  Interactive cards and simplified data points improve clarity and allow faster comparisons on the go. Dynamic charts support better oversight by visualizing changes in real-time performance.
  
  This example supports improved decision-making, better user satisfaction, and stronger mobile engagement across property teams.

Main Functions

• Property Overview

  Interactive cards display specs, savings estimates, and stakeholder data, helping users quickly compare and evaluate listings.

• Financial Metrics

  Key metrics like term, debt yield, and borrower info are presented clearly to support risk assessment and faster decisions.

• Lean Performance

  Dynamic charts track loan status, comparing user data with market trends and performance thresholds for better oversight.

Result

Delivering Impact that Feels Real

• After releasing the updated, we reviewed how changes to layout, navigation, and content hierarchy affected usage. Simplified access to financial insights and streamlined task flows helped users act with more confidence.
  
  These updates led to a noticeable lift in satisfaction and stronger engagement across the platform, confirming the value of focused design improvements.

Operational Impact

• 36% - Increased user satisfaction

  Clearer navigation and financial tracking made key actions easier and more intuitive. Project helped boost engagement by reducing friction and improving user confidence.

Next Iteration

Expanding Smarter Real Estate Tools

• The next phase of the project focuses on integrating AI insights and automation to reduce manual work and improve decision-making. Plans also include better screen-to-screen sync for a smoother experience across mobile and desktop.
  
  Our example aims to increase agent efficiency, raise user satisfaction, and support long-term retention through more intelligent workflows and improved consistency.