Automated method and system for managing and/or transferring real estate information

• US 20030220807A1
• Filed: 12/06/2002
• Published: 11/27/2003
• Est. Priority Date: 05/23/2002
• Status: Abandoned Application

• Current Assignee: Q2 LLC
• Original Assignee: Q2 LLC
• Inventors: Hoffman, Kevin, Cormack, Chris, Anzalone, Jim
• Application Number:
  US10/310,982
• Publication Number:
  US 20030220807A1
• Time in Patent Office: Days
• US Class Current: 705/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 50/16 Real estate

Abstract

In the real estate business, in order to keep track of the activities involved in selling, buying, or leasing a property, a real estate information managing and transferring system and method have been developed. In an embodiment of a real estate transaction system of the invention, several modules have been communicatively coupled to provide a complete and reliable system of tracking buyers'"'"' and sellers'"'"' activities and keeping a Realtor informed and prepared at all times. The real estate managing and transferring system can be made accessible by users, such as Realtors, and can include a host server with communicatively adapted parts to manage and transfer real estate information.

Claims

1. A real estate information managing and transferring system accessible by multiple parties, which include sellers, buyers and Realtors, comprising:

a host server, comprising;

a folder module adapted to contain information about a real estate property or transaction;

a reports module communicatively coupled to the folder module, wherein the reports module is adapted to search and filter information from the folder module; and

an activity map module communicatively coupled to at least one of the folder module and the reports module, wherein the activity map module comprises a data base of stored features and is adapted to extract information from at least one of the folder module and the reports module and manipulate the extracted information using the stored features to provide docketing information and calendaring functions to the multiple parties, which include sellers, buyers and Realtors, wherein the stored features comprise at least one of a calculator to calculate due dates, a hyperlink to allow connecting between the folder module, the reports module and the activity map module, an automatic file saver, a new activity entry generator, a letter campaign generator, an instruction adding generator, and a note generator; and

a display interface.

3. The system of claim 1, wherein the stored features comprise a calculator to calculate due dates, wherein the calculator receives information about the real estate transaction from at least one of the folder module and reports module and manipulates the information to incorporate due dates for a real estate transaction into a calendar.

4. The system of claim 1, wherein the stored features comprise a hyperlink to allow connecting between the folder module, wherein the hyperlink is presented on a display screen adapted for displaying predetermined information about a real estate transaction and wherein when the hyperlink is activated, the display screen will switch the display from displaying one of the folder module, the reports module or the activity map module to displaying a different one of the folder module, the reports module or the activity map module.

5. The system of claim 1, wherein the stored features comprise an automatic file saver, wherein when a predetermined time elapses, all entries in the folder module, the reports module and/or the activity map module are automatically stored.

6. The system of claim 1, wherein the stored features comprise a new activity entry generator, wherein the new activity generator allows new activities to be entered into the real estate management system and the folder module, the reports module and/or the activity map module.

7. The system of claim 1, wherein the stored features comprise a letter campaign generator, wherein the letter campaign generator compiles a list of prospective interested parties and generates letters, which include real estate information from the folder module and/or reports module, to each of the prospective interested parties.

8. The system of claim 1, wherein the stored features comprise an instructions adding generator, wherein the instructions adding generator allows for multiple parties, which include sellers, buyers and Realtors to incorporate additional instructions in at least one of the folder module, the reports module or the activity map module for display to a display monitor.

9. The system of claim 1, wherein the stored features comprise a note generator, wherein the note generator allows for multiple parties, which include sellers, buyers and Realtors, to incorporate notes into at least one of the folder module, the reports module or the activity map module for display to a display monitor.

10. The system of claim 1, further comprising a showings module communicatively coupled to at least one of the folder module, the reports module, and the activity map module, wherein the showings module is adapted to manage an information exchange between a prospective buyer and a seller and compiles information from the at least one of the folder module, the reports module, and the activity map module, based upon information provided by a prospective buyer.

11. The system of claim 10, wherein the showings module tracks information entered by a real estate agent.

12. The system of claim 10, wherein the showings module compiles information from at least one of the folder module, the reports module, the activity map module and the showings module, determines specific interests of prospective parties and sends the compiled information to other users based upon the specific interests of prospective parties.

13. The system of claim 12, wherein the specific interests of prospective parties comprise real estate property information and changes in the real estate property information.

14. The system of claim 13, wherein the real estate information comprises price, size, location, and sale status information and changes in real estate prices and sale status.

15. The system of claim 10, wherein the showings module further comprises at least one of a note recorder, an automatic feedback and comments receiver and display, and a hyperlink to at least one of the folder module, the reports module, and the activity map module.

16. The system of claim 1, wherein the reports module comprises at least one of a transaction management report, an all due activities display, an all open activities display, a settlement summary display, an all showings display, a folder archive, a folder organizer and a folder detail compiler.

17. The system of claim 16, wherein the reports module comprises a transaction management report, wherein the transaction management report comprises a display indicating current and past due activities.

18. The system of claim 16, wherein the reports module comprises an all due activities display, where in the all due activities display comprises an appointment adding feature, wherein the appointment adding feature can add features not correlated to a real estate transaction, and a display indicating current and past due activities.

19. The system of claim 1, wherein the folders module comprises an electronic repository for static information about a real estate transaction.

20. The system of claim 19, wherein the static information comprises at least one of names and addresses of participants to a contract, types of participants to the real estate transaction, hypertext links to at least one of the reports module and activity map module, offering price and descriptive physical information about property subject to the real estate transaction.

21. The system of claim 20, wherein the descriptive physical information about the property subject to the real estate transaction comprises at least one of number of bedrooms and bathrooms, room dimensions, map location, pictures or video images of the property subject to the real estate transaction and acreage.

22. The system of claim 19, wherein the folders module is communicatively coupled to external sources which produce multimedia presentations of a property of the real estate transaction, or list and publicize the property of the real estate transaction.

23. The system of claim 1, further comprising a website management module communicatively coupled to at least one of the folder module, the reports module or the activity map, wherein the website management module comprises a website development tool capable of adding, changing or deleting any content or style within a website.

24. The system of claim 23, wherein the website management module comprises at least one of a template-based website development tool, a referral program tool, host system editing tool, a payment manager, a testimonial entry tool and a communication tool.

25. The system of claim 1, further comprising a contact management module communicatively coupled to at least one of the folder module, the reports module or the activity map module, wherein the contact management module stores contact information.

26. The system of claim 25, wherein the contact management module comprises a repository of contact information for other participants to a real estate transaction.

27. The system of claim 26, wherein the other participants include real estate agents, real estate brokers, lenders, home inspection companies, real estate attorneys and title companies.

28. The system of claim 1, further comprising a reservation module communicatively coupled to at least one of the folder module, the reports module or the activity map module, wherein the reservation module comprises a calendar to display equipment availability and editing tools to adjust the availability of the equipment.

29. The system of claim 1, further comprising a transaction fee coordinating module communicatively coupled to at least one of the folder module, the reports module or the activity map module, wherein the transaction fee coordinating module comprises a usage tracking means, a usage time tracking means and a cost calculator, wherein the transaction fee coordinating module determines whether a user is transaction fee based and if so, calculates a transaction fee based upon the amount of usage and time of usage.

2. A computer-implemented method of generating information for real estate management, comprising:

entering information regarding a real estate transaction into a folder module;

compiling and filtering the information regarding the real estate transaction into a reports module communicatively coupled to the folder module; and

automatically generating a calendar of activities and due dates from the information in the folder module and the reports module.