Building collaboration model for trust and shared ownership in real estate teams

Building collaboration model for trust and shared ownership in real estate teams

Building collaboration model for trust and shared ownership in real estate teams

ANYWHERE REAL ESTATE INC.
AT-A-GLANCE

At Anywhere RE, I led 0→1 design and strategy of Team Collaboration for Agent Workplace—creating shared Project spaces, permission roles, and ownership structures that enable teams to collaborate at scale while maintaining trust and security.

My pitch for "Collaboration" initiative got approved to be prioritized as 1 in 4 of 2026 roadmap focus.

ROLE & TEAM

Lead Product Designer, working with 1 UXR, 1 PM, 2 Engineers, 2 System Architects

SKILLS

Systems thinking
UX Strategy
Information Architecture
Interaction Design

TIMELINE

Oct 2025 - Jan 2026

IMPACT

👥

24%

Intended users adopted Team sharing in 1st month

⏱️

32%↓

Wasted time for coordination, saving teams 3–5 hrs/week

🧱

6 teams

Aligned by this foundation for future Teams work

IMPACT

👥

24%

Intended users adopted Team sharing in 1st month

⏱️

32%↓

Wasted time for coordination, saving teams 3–5 hrs/week

🧱

6 teams

Aligned by this foundation for future Teams work

👥

24%

Intended users adopted Team sharing in initial rollout

⏱️

32%↓

Wasted time for coordination, saving teams 10-12hrs/week

🧱

6 teams

Aligned by this foundation for future Teams work

USER PROBLEM

1 in 3 (~104,000) agents work in teams, but Agent Workplace isn't built for collaboration yet

1 in 3 (~104,000) agents work in teams, but Agent Workplace isn't built for collaboration yet

Agent Workplace (AW) is a productivity enterprise tool used by real estate agents across Anywhere 7 brokerages to manage leads, transactions, and their daily workflows. While 30% agents work in teams, AW was built for solo workflows, creating silos, duplicated work, and communication gaps.

😵‍💫

'“I spend a lot of mental energy keeping track of who’s doing what—and updates change before I can relay them”

lead agent

Jessie

😮‍💨

“I have to manually track and update my own project space. Managing 10 leads at once, things easily fall out of sync.”

agent

Sam

FINAL SOLUTIONS
1/

Cut manual coordination with shared Project space

Cut manual coordination with shared Project space

A single, collaborative workspace replace siloed workflows to reduce duplicated work and manual handoffs.

2/

Sensitive data shown to the right people

Sensitive data shown to the right people

Action-based permissions reflect real team structures, allowing collaborators to work efficiently while safeguarding sensitive financial and transaction data.

3/

Build trust & accountability with Audit logs

Build trust & accountability with Audit logs

Audit logs show who took what action and when, giving team leads visibility while maintaining trust without blocking team autonomy.

THE NEW AI DESIGN PROCESS

Bridging business, design, research and code with AI

Bridging business, design, research and code with AI

In a fast-paced environment where we ship and iterate daily, speed becomes a competitive advantage. I integrated AI into my design workflow not to replace strategic thinking, but to accelerate execution. 

  • Gemini to draft PRDs and refine system logic for cross-functional alignment

  • Lovable to brainstorm ideas with PMs and Engineers, moving concepts into clickable prototypes within hours

  • Dovetail AI to quickly browser through our research database and validate ideas against existing user insights

  • Ballpark to run lightweight user tests. It has an amazing AI tool that cuts and compiles videos to synthesize research insights.

This is a living toolkit that I continuously expand on

So how did I got here? It all started with…

INITIAL BRIEF

PM shared a North Star vibecoding for collaboration project and asked for designs within 2 weeks

PM shared a North Star vibecoding for collaboration project and asked for designs within 2 weeks

Initial prototype revealed 2 core business needs:
- Team Management (team information, managing collaborators, team sales analytics)
- Project Space sharing (adding, editing access, and removing collaborators, assigning tasks)

A combined experience overwhelmed and disrupted users of their day-to-day work 😵‍💫

This vibecode is a good start for vision. I decide to further breakdown these features to make sure I'm solving the right problem for the right user.

So how did I got here? It all started with…

product thinking - THE FOUNDATION

Though both related to collaboration, "Team management" and "Project space sharing" serve 2 different users

"Team management" is used by higher management to take control of their teams in a brokerage, while "Project space sharing" is for any agents who need to manage their smaller teams.

Earlier discovery has already revealed that collaboration needs to be lightweight, while team management need to be durable and governed. Treating both as one feature would be overly complicated.

Collaboration spans the entire product across both platform and vertical experiences. I also conducted a competitive analysis to identify features that effectively support and evaluate agent collaboration.

Earlier discovery has already revealed that collaboration needs to be lightweight, while team management need to be durable and governed. Treating both as one feature would be overly complicated.

so, WHY does THIS MATTER?

Treating collaboration as a core system, not a feature

Treating collaboration as a core system, not a feature

It became evident "Collaborations" is a bigger initiative than a quick feature. Partnering with, PM, we align on priorities, and roadmap it as a core 2026 initiative that I continue to drive in close collaboration with Engineering and System Architecture.

I first focus on the smallest piece that could deliver value: Project Space Sharing

I first focus on the smallest piece that could deliver value: Project Space Sharing

REDEFINE THE BRIEF

HMW enable team collaboration while preserving trust, ownership, and clear boundaries around sensitive data?

HMW enable team collaboration while preserving trust, ownership, and clear boundaries around sensitive data?

🤝

GOAL #1

Sharing Project space with ease

🔐

GOAL #2

Security for sensitive data

🔍

GOAL #3

Transparency for access & activity

product thinking - THE LOGIC

Matching permission roles with teams' behavior irl

Matching permission roles with teams' behavior irl

Roles must be flexible

Roles must be flexible

  • Teams are small (2-10 collaborators)

  • Roles combination vary significantly across teams: Agents, Transaction Coordinators, and External Contractors…

Only team lead and Transaction Coordinator can view financial details

Only team lead and Transaction Coordinator can view financial details

  • Leads are selective about what they share to other agents:
    ✅ Operational context
    🚫 Transaction actions & commission splits info

  • Leads are selective about what they share to other agents:
    ✅ Operational context
    🚫 Transaction actions & commission splits info

Based on these insights, I designed 4 permission levels that reflect real team behavior, protect sensitive actions, and support collaboration with accountability.

permission A vs B
permission A vs B

As the designer on platform, I also accounted for how permissions would cascade down to vertical actions (To-dos, Activities log, Milestones, Marketing, Transactions…) I aligned with 6 other designers from verticals, PM, Engineer, System Architect and Leadership to make sure the logic is consistent across workflows.

change of SECURITY REQUIREMENT FROM BUSINESS

External contractors no longer had access to the app

External contractors no longer had access to the app

This policy shift redefined user model. They existed only as saved contacts, similar to clients.

Rethinking the entry point

People bar was originally designed to store all people-related data. But due to difference in purposes, I decide to separate contacts and collaborators

  • Collaborators → dedicated collaborator list, managing people who have access to Project space.

  • People Bar → surface quick contacts (clients + contractors)

permission A vs B
design decisions

Rapid prototyping with Lovable to quickly gather feedback from 30+ partners and users

Rapid prototyping with Lovable to quickly gather feedback from 30+ partners and users

I facilitated cross-team knowledge-sharing sessions to align on insights, validate technical feasibility, stress-test the permission logic, and ensure the solution met business goals. Below are some highlights of key iterations:

1/ Reducing risk in defining permission setting at a glance

💡

Clear labels highlighted sensitive access like commission splits instead of generic descriptions

💡

"Limited edit" as the default matched most collaborators’ needs and prevented overpermissioning

permission A vs B

2/ Visibility enables trust and accountability

"My teammates handle most of daily work. I want visibility without slowing them down.”

Users

Team leads need accountability, teammates need speed.
Rather than blocking actions, I designed an audit log that provides visibility into who did what, balancing control with team autonomy.

Team leads need accountability, teammates need speed. Rather than blocking actions, I designed an audit log that provides visibility into who did what, balancing control with team autonomy.

IMPACT

The final design addressed siloed, solo workflows by introducing a streamlined team-sharing experience with clear permissions, enabling agents to collaborate safely, efficiently, and without duplicated work. In the 1st month, we achieved:

👥

24%

Intended users adopted Team sharing in 1st month

⏱️

32%↓

Wasted time for coordination, saving teams 3–5 hrs/week

🧱

6 teams

Aligned by this foundation for future Teams work

🌟

2026 roadmap focus

Collaboration & Teams features approved as 1/4 roadmap focus next year!!

IMPACT

The final design addressed siloed, solo workflows by introducing a streamlined team-sharing experience with clear permissions, enabling agents to collaborate safely, efficiently, and without duplicated work. In the 1st month, we achieved:

👥

24%

Intended users adopted Team sharing in 1st month

⏱️

32%↓

Wasted time for coordination, saving teams 3–5 hrs/week

🧱

6 teams

Aligned by this foundation for future Teams work

WHAT I LEARNED

🤖

Leveraging AI in collaboration and the design process

Experimenting with vibe coding showed me how AI can accelerate collaboration and reduce handoff friction. I’m excited to keep exploring how AI can meaningfully supercharge our workflows while staying grounded in real user needs.

💡

Advocating for design and growing as a product thinker

I grew more confident as a product thinker by proactively influencing the roadmap. By presenting research insights, PMs are more receptive of ideas, and convinced on the need of bigger Teams initiative.

🚀

Ship fast, learn from users, and iterate

In fast, ambiguous environments, waiting for perfect clarity might slow progress. I learned to make thoughtful decisions with the information available, ship an initial version, and let real usage guide iteration.

IMPACT

The final design addressed siloed, solo workflows by introducing a streamlined team-sharing experience with clear permissions, enabling agents to collaborate safely, efficiently, and without duplicated work. In the 1st month, we achieved:

👥

24%

Intended users adopted Team sharing in 1st month

⏱️

32%↓

Wasted time for coordination, saving teams 3–5 hrs/week

🧱

6 teams

Aligned by this foundation for future Teams work

WHAT I LEARNED

🤖

🤖

Leveraging AI in collaboration and the design process

Experimenting with vibe coding showed me how AI can accelerate collaboration and reduce handoff friction. I’m excited to keep exploring how AI can meaningfully supercharge our workflows while staying grounded in real user needs.

💡

💡

Advocating for design and growing as a product thinker

I grew more confident as a product thinker by proactively influencing the roadmap. By presenting research insights, PMs are more receptive of ideas, and convinced on the need of bigger Teams initiative.

You've reached the end… how about another story?