JA logo

Jose Arocha • UX Portfolio

What results are you looking for?

Not sure what to search?

Query interpretation

Relevant work and thinking.

Search by product challenge, system, domain, or outcome to see the evidence most relevant to that problem.

Back to search

Modus / 2018–2019

Modus: Scaling Escrow From Prototype To Platform

The initial product had been built quickly to validate the concept, but lacked the structure and scalability required to support growth while pilot users were still testing the live system.

Executive Summary

Modus needed to mature a fast-moving escrow proof of concept into a reliable platform while pilot users were still testing the live system. As employee #5 and the first designer, I established product foundations, workflow architecture, and the first design system so buyers, agents, escrow teams, founders, and engineering could move with more structure.

Operating Context

A proof of concept was being tested by pilot users while the company prepared for growth and expanded operations. The product had to support buyers, agents, and escrow teams with distinct workflows while the team maintained the existing system and defined the next generation of the platform.

Decisions That Shaped The Work

  • Designing for an ecosystemHome buyers, agents, and escrow teams were part of the same transaction, so each experience had to support the broader system around it.
  • Support today’s platform while building what comes nextThe existing product still needed attention while the next-generation experience was being defined and developed.
  • Keep operational complexity with the expertsSpecialized operational detail should stay with the teams equipped to manage it, rather than being pushed onto every user in the system.
  • Establish shared design foundations earlyA common system reduces rework and prevents inconsistencies from multiplying as the product scales.

How the product evolved

01 / Understanding The Escrow Ecosystem

Seven personas captured three internal roles and four external roles. Repetition across them was meaningful evidence: status visibility, clear communication, fewer manual touchpoints, and role-appropriate guidance surfaced across the ecosystem, while each role still needed different levels of detail and control.

02 / Launching Within The Constraint

Research showed that buyers, agents, and escrow teams needed different levels of information. Limited early-stage resources still required one shared platform for launch, creating a practical foundation the team could learn from.

Modus shared launch experience shown across desktop and mobile devices.
03 / Learning From The Live Product

I supported and improved the live platform while the team gathered evidence from real transaction activity. Listings, task management, and detailed transaction states made the platform useful immediately while revealing where one shared experience could no longer scale.

Early Modus desktop property overview with transaction status, alerts, comments, and tasks.
Early Modus mobile listings experience showing properties, closing dates, open tasks, and alerts.
Early Modus task management experience for an active home-closing transaction.
Early Modus mobile transaction experience showing property status and a prioritized closing task list.
04 / Testing The V2 Operating Model

After more than seven months of learning from the live product, the team explored an email extension for internal work. User testing showed that the constrained format would not support the workflow, so I carried the useful interaction ideas into a full-screen internal platform rather than forcing the original concept forward.

Early Modus V2 wireframe exploring a detailed internal transaction workspace with progress, contacts, task assignment, documents, and a to-do panel.
Early Modus V2 wireframe exploring an internal listings queue with quick actions and a persistent to-do panel.
05 / Separating The Ecosystem

The next-generation platform separated operational depth from customer-facing clarity. Escrow teams gained tools for managing transactions at scale, while buyers and agents received a clearer view of tasks, progress, messages, and key dates.

Modus V2 internal escrow listings experience with quick actions and a persistent transaction task queue.
Modus V2 internal transaction workspace with tasks, progress, property details, and team notes.
Modus V2 buyer and agent portfolio showing transaction teams, alerts, messages, and progress.
Modus V2 buyer and agent dashboard showing tasks, overall progress, and key closing dates.

Outcomes

What Changed

  • Launched V2 and began phasing out the original productV2 launched within six months of my tenure, giving the company a clearer product foundation and allowing the original experience to be gradually retired.
  • Created a connected escrow ecosystemBuyer and agent experiences remained connected to dedicated operational tools that helped internal escrow teams manage the same transaction more efficiently.
  • Established shared design foundationsThe company’s first design system introduced reusable patterns that improved consistency and helped the team develop the product more efficiently.
  • Helped position the company for acquisitionBuilt the product and design foundations that supported growth from 7 to 65+ employees during my tenure, helping Modus scale beyond 100 employees before its acquisition by Compass.Compass acquisition announcement

Principles I Carry Forward

What I Learned

  • Early speed creates debt unless structure arrives soon after.As a product grows, adding more features can matter less than strengthening the foundations that make it coherent, usable, and scalable.
  • A design system is most valuable when its patterns become predictable.Components help, but the real leverage comes from giving teams and users consistent, repeatable ways to understand how the product behaves.
  • Early-stage product work requires balancing today with what comes next.I address operational urgency without losing sight of the longer-term product vision.
  • Shared goals don’t mean similar experiences.People can participate in the same system while needing different information, decisions, and tools based on their role.

About Jose Arocha

Beyond the interface

Over the past 20 years, I've worked across healthcare, enterprise software, consumer products, media, e-commerce, and early-stage startups. I bring experience and knowledge of product strategy, systems thinking, service design, and UX leadership.

I bring discipline when the problem is ambiguous, the organization is growing, and teams need clearer operating models, stronger product judgment, and evidence they can act on. I'm also equally comfortable when an organization’s environment is already well defined and the challenge is helping the product and team scale to the next level.

LinkedIn profile ↗

Where I create impact

Complex operational workflows

Clarifying responsibilities, handoffs, and decisions so teams can act with confidence.

Strategizing in regulated environments

Building trust in sensitive systems where clarity, safety, and compliance shape the experience.

0→1 products and scaling organizations

Creating product foundations before speed, complexity, and team growth start compounding.

Cross-functional alignment

Helping product, engineering, operations, and leadership move towards shared goals.

Product foundations and design systems

Identify and turn repeated themes into systems, patterns, and principles teams can reuse.

How I approach problems

Most critical experience and product challenges go beyond the surface level.

I rarely view problems as UI challenges alone. I look at how people, information, responsibilities, and decisions move through the system.

I try to make the backstage work visible: process, handoffs, risk, constraints, and the decisions a product has to support.

The strongest design work creates meaningful outcomes for people and lasting value for organizations.

Relevant Recent Experience

2025–Present

DeathHydra

Advise on the brand development, ecommerce experience, and creative direction across customer touchpoints.

2022–2024

Hazel Health

Built the in-house UX practice, helping teams make better decisions across patient experiences and clinical care operations.

2020–2022

Ontada / McKesson

Led enterprise healthcare initiatives across oncology, revenue operations, and executive alignment.

2018–2019

Modus (Acquired)

Joined as the first designer and built the product design practice from the company’s earliest stages through scale.

Prior

Microsoft, T-Mobile, and others

Led product initiatives across commerce, telecom, media, travel, and enterprise systems.

Outside of work

I'm always doing
something fun

Outside product work, I spend time with my family and usually have a hands-on project underway: airbrushing, 3D printing, bonsai, cooking, baking, traveling, or enjoying a good video game.

I enjoy making things, whether it's a product, a creative dinner, a business, or an entirely unnecessary 18-inch 3D model.

Contact

Let's connect.

Whether you're building something new, scaling what already works, or looking for experienced product design leadership, I'm always open to a good conversation.