Homie Rental Process Playbook

Homie needed a piece that would help their sales team explain the rental process in a simple and consistent way. The playbook was designed as a visual guide so prospective renters could understand every stage: booking a viewing, applying for a property, reserving it, signing the contract, and paying the first rent.

• FormatPresentation / PDF
• GoalExplain the rental process
• AudienceProspective renters
• OutcomePlaybook for the sales team

The rental process involves multiple steps, conditions, documents, payments and touchpoints. For someone interested in renting, this information can become confusing without a clear order. Homie needed a visual resource that could explain the full journey in a simple, friendly and actionable way.

• Explain what Homie is.
• Show the full rental process.
• Guide the user step by step.
• Reduce questions along the way.
• Align the sales team's messaging.
• Help users move from interest to application and signature.
• Turn operational information into a clear guide.

• Prospective renters

  People looking for a new home who need to understand the process, payments and timelines before deciding.

• Sales team

  Advisors who guide prospects and need a consistent piece to address recurring questions.

• Active prospects

  Users already in conversation with Homie who need clarity on documents, deposits and signature.

The challenge was to translate a rental process with many steps, decisions and conditions into a clear, friendly and easy-to-share visual guide. The presentation had to resolve doubts without overwhelming, stay consistent with the brand, and work as direct support for sales conversations.

• Question 01

  How do you turn a complex rental process into a visual guide that anyone can follow?

• Question 02

  How do you organise payments, documents and timelines without overwhelming the user?

• Question 03

  How do you align the sales team around one consistent, reusable piece?

I worked as UX/UI Designer within Team PUX for Homie, leading the narrative structure, visual organisation, slide design, information hierarchy and content adaptation so the rental process could be explained in a clear, visual way.

1. Step 01

   Documentation and process understanding

   I walked through the full flow as if I were a prospective renter: booking a viewing, applying, reserving, signing and paying. I collected screens, messages, requirements, timelines and conditions to gather every piece of information needed before starting to design.

2. Step 02

   Content wireframing

   I organised the information into a step-by-step structure, defined what belonged on each slide and sketched the hierarchy of every screen: primary action, explanation, considerations and reinforcement messages between stages.

3. Step 03

   Styles and information design

   I applied Homie's visual identity to each slide, cleaned up compositions, tightened the copy to make it shorter and more actionable, and unified the system of blocks, per-stage colours, icons and typography so the playbook felt tidy and consistent.

4. Step 04

   Validation with stakeholders

   I validated progress with my lead and reviewed the document with the Puxit team to fine-tune tone, hierarchy, step clarity and legal or commercial considerations before final delivery.

A commercial presentation with a step-by-step visual structure combining illustrations, screenshots, short copy, highlighted blocks and reinforcement messages. The narrative moves from the value proposition to the operational steps while staying consistent with the Homie brand.

• What is Homie
• Process overview
• Book a viewing
• Apply for the property
• Reserve the property
• Sign the contract
• First rent
• Reinforcement messages
• Contact and close

• Break the rental process into clear, numbered steps.
• Use a different colour for each stage.
• Combine illustrations, screenshots and short copy to ease comprehension.
• Show the overall flow before diving into each step.
• Add reinforcement messages to keep users moving at key moments.
• Use callout blocks for important considerations.
• Keep a clear visual hierarchy between primary action, explanation and warnings.
• Design slides that work both for presentation and for direct sharing.
• Stay consistent with Homie's visual identity.

• Figma
• Presentation Design
• UX Writing
• Visual Storytelling
• Information Design

• Commercial playbookFormat
• 5 stagesSteps
• 2024Year
• HomieClient

This project reinforced that commercial pieces also need UX thinking. When a process involves many steps, payments, documents and conditions, a well-structured presentation can reduce uncertainty, improve communication and help users move forward with confidence.

• A commercial process also needs UX design.
• Visual clarity reduces friction in high-stakes decisions.
• A playbook can align the sales team and improve communication with users.
• Content should anticipate doubts, not just describe steps.
• Screenshots are only useful when surrounded by context.
• Reinforcement messages help sustain the user's momentum.
• Privacy and sanitisation are part of publishing work in a portfolio.