Research & Exploration

Learning about real estate investing with Kopa

Learning about real estate investing with Kopa

The Challenge

How might we align user learning objectives with interactions on the Kopa education platform so that users feel engaged and empowered?

Outcome

Holistic understanding of user objectives, leading to solutions that address learning


Deliverables: User research, journey maps, competitive analysis, mental model, design principles, flow chart, smart customization, high-fi mock ups

Role

User experience designer: Primary and secondary research, ecosystem mapping, ideation, hifi mockups

Cross functional collaboration with founder, UX team of 2, product manager, and marketing team of 6

Time Frame

3 months and ongoing

Context

Kopa is a startup that focuses on social mobility through fractional real estate investing. Their platform provides a space for users to both select from properties to invest as little as $5 in, as well as post their own properties for people to invest in, regardless of knowledge in the industry.

Additionally, Kopa guides users to make informed decisions through their education ecosystem that consists of a section in their platform and content creation in email blasts and social media.


I was tasked with focusing on the information architecture and user interaction of the education platform, which the user group "investors" will use to learn when they elect for a deeper dive.

Focus on Waters


Challange
Investing is confusing, but necessary to maintain and build wealth. Users have short attention spans for new and dense topics and drop-off is common.
How do we do that?

Journey Mapping and Pain Point Zoom in

We wanted to hone in on the user jounrey upon initial sign up.


Put in focus group screenshot somewhere to show you talked to people first hand.

We wanted to hone in on the user jounrey upon initial sign up.


Put in focus group screenshot somewhere to show you talked to people first hand.


Research

Active pertains to the cognitive load being on the user, where they need to pay more attention to the interface.

Passive pertains to the cognitive load being on the interface, where the user can afford to pay less attention to follow along.

Research Findings

Talked to users.

Extensive focus groups explaining what they care about

Preferred interaction depends on what users' motivations are

If they're looking learn to immediately completing a goal or a task, they want something quick and more passive, e.g. a video or text they can skim

If they're looking to learn to build confidence or explore their options, they don't mind more active interactions, e.g. quizzes

Users will only pick out what they need

Users don't like doing double work

They will skim a video or text to extract the information they need or to determine whether or not they know the content


They will often look at everything before they dive into some things that they want to explore more

Contextual learning umbrellas all

Users are able to perform tasks in platforms best when they've learned in a similar setting

It's less cognitive work for them to figure out how to transfer learned knowledge or skills from one place to another if the learning platform and the investment platform look the same

In reimagining how things could be, we needed to see how we could address the trigger point and the learning aspect of things.

Outcome

Gathered from a series of interviews, secondary research, and contextual analysis


Scenario/use case 2 focus since scenario 1 is cross platform and social media will cover it. This interface mirrors scenario 1 in that it shows the platform combined with additional information and immediate feedback elevated and engaging learning.

Interface

Quiz

Questions to a placement quiz with questions that extract information such as:

  • How much time do you have?

  • What do you know?

Interactive & Contextual Learning

Takeaways

  • Understanding content is important

  • Learning the same thing can look very different depending on the objective. We presented information according to what the user needs where, e.g. short videos for the user to follow along in real time vs quizzes while user is passing time

  • Not all solutions beed to be solved in the platform. The experience is across platforms, so it was important to look at the holistic experience

Portfolio made with thought in California

Portfolio made with thought in California

Interactive Variation: Easy Mode

This breaks down the categories in which the user would be quizzed on more. It's an option for users who learn better from incremental discourse.

Takeaways


  • Understanding content is important. It was a challenge to be designing for a platform where the content is yet to be defined. My background in real estate helped with filling those gaps in the interim

  • Learning the same thing can look very different depending on the objective. We presented information according to what the user needs where, e.g. short videos for the user to follow along in real time vs quizzes while user is passing time

  • Not all solutions beed to be solved in the platform. The experience is across platforms, so it was important to look at the holistic experience

Portfolio made with thought in California

Portfolio made with thought in California

Portfolio made with thought in California