Web based method and system for managing and transferring business information

• US 20040039629A1
• Filed: 01/03/2003
• Published: 02/26/2004
• Est. Priority Date: 05/23/2002
• Status: Abandoned Application

• Current Assignee: Efrogg Com, Mycustomsite Com LLC, Q2 LLC
• Original Assignee: Q2 LLC
• Inventors: Hoffman, Kevin, Cormack, Chris, Anzalone, Jim
• Application Number:
  US10/336,036
• Publication Number:
  US 20040039629A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/08 Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: G06Q 50/16 Real estate

Abstract

In the general business environment, in order to keep track of the activities involved in selling, buying, or leasing a product, a business information managing and transferring system and method have been developed. In an embodiment of a business 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 an Agent informed and prepared at all times. The business managing and transferring system can be made accessible by users, such as agents, and can include a host server with communicatively adapted parts to manage and transfer business information.

Claims

1. A web based information managing and transferring system accessible by end users, comprising:

an internet accessible host server, comprising;

a folder module adapted to contain information about a 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

a website management module communicatively coupled to at least one of the folder module or the reports module, 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;

an internet connection between the host server and the internet; and

a display interface.

2. The system of claim 1, wherein the internet accessible host server is configured to carry at least one sequence of instructions for accessing transaction information stored in a database system, wherein execution of the at least one sequence of instructions by at least one processor comprises:

supplying to a user transaction information data elements that are attributes of at least one query by retrieving the information data elements directly from at least one database that contains the information data elements;

retrieving the one or more information data elements directly from at least one database; and

storing data information elements on the server.

3. The system of claim 2, wherein the supplying to the user of the transaction information data elements is performed by:

sending, from the server to the client over the network, data for only those attributes of the at least one query that is requested by the user;

retrieving the information data elements directly from the at least one database, placing the elements on a server computer;

transferring the information data elements from the server to a network; and

providing the information data elements to a user over a user interface, wherein the user is connected to the server computer over the network.

4. The system of claim 3, wherein the at least one database comprises a first, second, and third database, each of which is communicatively coupled to the other, and wherein each of the first, second, and third databases comprises at least one table.

5. The system of claim 4, wherein a single sign-on mechanism allows a user to log into the first, second, and third databases by using a single login.

6. The system of claim 1, further comprising an activity map module communicatively coupled to at least one of the folder module, the reports module or the website management 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 end users.

7. The system of claim 6, 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 wherein the stored features comprise a calculator to calculate due dates, wherein the calculator receives information about the transaction from at least one of the folder module and reports module and manipulates the information to incorporate due dates for a transaction into a calendar.

8. The system of claim 6, wherein the stored features comprise at least one of 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 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 or 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.

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

10. The system of claim 6, 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 information from the folder module and/or reports module, to each of the prospective interested parties.

11. The system of claim 6, wherein the stored features comprise an instructions adding generator, wherein the instructions adding generator allows for end users 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.

12. The system of claim 6, wherein the stored features comprise a note generator, wherein the note generator allows for end users 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.

13. The system of claim 6, 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 end users.

14. The system of claim 13, wherein the showings module tracks information entered by an Agent.

15. The system of claim 13, 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.

16. The system of claim 15, wherein the specific interests of prospective parties comprise property information and changes in property information.

17. The system of claim 16, wherein the property information comprises price, size, location, and sale status information and changes in prices and sale status information.

18. The system of claim 13, wherein the showings module further comprises at least one of a note recorder, an automatic feedback and comments receiver and display, and hyperlink to at least one of the folder module, the reports module, and the activity map module.

19. 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.

20. The system of claim 19, wherein the reports module comprises a transaction management report, wherein the transaction management report comprises a display indicating current and past due activities.

21. The system of claim 19, 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 transaction, and a display indicating current and past due activities.

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

23. The system of claim 22, wherein the static information comprises at least one of names and addresses of participants to a contract, types of participants to the 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 transaction.

24. The system of claim 23, wherein the descriptive physical information about the property subject to the 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 transaction and acreage.

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

26. 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.

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

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

29. 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.

30. The system of claim 1, further comprising a collective activity map module communicatively coupled to at least one of the folder module, the reports module or the activity map module, wherein the collective activity map module comprises a means for editing and packaging one or more predetermined activity maps, wherein each of the predetermined activity maps comprises a predetermined folder module, a predetermined reports module and a predetermined activity map module.

31. 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.

32. A computer-implemented web based method of generating information for management, comprising:

entering information regarding a transaction into a folder module;

compiling and filtering the information regarding the transaction using 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.

33. The method of claim 32, further comprising:

populating at least one table in at least one database with data information regarding a transaction;

assigning a unique identifier to the data information in the at least one table; and

providing data information corresponding to at least one user query by retrieving the data information elements directly from the at least one database that contains the data information.

34. The method of claim 33, wherein the at least one database comprises a first, second, and third database, each of which is communicatively coupled to the other databases, and wherein each of the first, second, and third databases comprises at least one table.

35. The method of claim 34, wherein a user logs into the first, second, and third databases by using a single login.

36. The method of claim 33, further comprising:

retrieving the data information directly from the at least one database, placing the data information on a server computer;

transferring the data information from the server to a network; and

providing the data information to a user over a user interface, wherein the user is connected to the server computer over the network.