Aggregation and control of documents in the document repository using meta data and context information and creation of online info binder

• US 20060155570A1
• Filed: 01/10/2006
• Published: 07/13/2006
• Est. Priority Date: 01/13/2005
• Status: Abandoned Application

• Current Assignee: Anoop Tewari, Cyril Mecwan, Jess Almeida, Kamlesh Amin, Koustubh Naik, Severo D'Souza
• Original Assignee: Anoop Tewari, Cyril Mecwan, Jess Almeida, Kamlesh Amin, Koustubh Naik, Severo D'Souza
• Inventors: Mecwan, Cyril, D'Souza, Severo, Almeida, Jess, Tewari, Anoop, Amin, Kamlesh, Naik, Koustubh
• Application Number:
  US11/328,939
• Publication Number:
  US 20060155570A1
• Time in Patent Office: Days
• US Class Current: 705/1.100
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: G06Q 50/16 Real estate

Abstract

The present invention discloses a method and system for electronically aggregating and controlling of documents in a real estate transaction by the assignment of various meta-attributes to the documents when they are uploaded to the system. Based on the attributes, the documents are put into folders having the same attribute-associated characteristics, and from then, the system can aggregate the documents as classified by the attributes. The attributes can be assigned manually to the documents by the persons uploading the ducuments, can be assigned automatically with the same attribute of the folder to be uploaded to, or can be assigned automatically based on a default attribute list in which all documents in a real estate transaction are assigned a default attribute.

Claims

1. A method for electronically aggregating and controlling of documents in a real estate transaction, the method comprising

assigning a plurality of meta-attributes to the documents;

uploading the documents with the meta-attributes to attribute-associated electronic folders; and

electronically aggregating the documents according to the meta-attributes.

2. A method as in claim 1 wherein the meta-attributes are assigned manually by the person uploading the documents.

3. A method as in claim 1 wherein the meta-attributes are assigned automatically based on the folder to be uploaded.

4. A method as in claim 1 wherein the meta-attributes are assigned automatically based on a default attribute list.

5. A method as in claim 1 further comprising a step of updating the meta-attributes when the documents are updated.

6. A method as in claim 1 wherein the electronic folders are selected from a list of a buyer folder, a seller folder, a public folder, a company folder, a buyer agent folder, a buyer broker folder, a seller agent folder, a seller broker folder, a title company folder, a escrow company folder, a servicing company folder, and a lender company folder.

7. A method as in claim 1 wherein a document has a plurality of meta-attributes and uploaded to a plurality of attribute-associated electronic folders.

8. A method as in claim 1 wherein the attribute-associated folders have different security levels to limit the access of the documents to an intended party.

9. A method as in claim 1 wherein the electronic folders comprises an info-binder folder.

10. A method as in claim 9 further comprising a creation of an info-binder,

wherein the info-binder contains all documents from the info-binder folder;

and

wherein the info-binder contains an advertisement of a property to be listed.

12. A method as in claim 1 further comprising a step of updating the meta-attributes when the documents are updated.

13. A method as in claim 1 wherein the electronic folders are selected from a list of a buyer folder, a seller folder, a public folder, a company folder, a buyer agent folder, a buyer broker folder, a seller agent folder, a seller broker folder, a title company folder, a escrow company folder, a servicing company folder, and a lender company folder.

14. A method as in claim 1 wherein a document has a plurality of meta-attributes and uploaded to a plurality of attribute-associated folders.

15. A method as in claim 1 wherein the attribute-associated folders have different security levels to limit the access of the documents to an intended party.

17. A method as in claim 1 further comprising a step of updating the meta-attributes when the documents are updated.

18. A method as in claim 1 wherein the electronic folders are selected from a list of a buyer folder, a seller folder, a public folder, a company folder, a buyer agent folder, a buyer broker folder, a seller agent folder, a seller broker folder, a title company folder, a escrow company folder, a servicing company folder, and a lender company folder.

19. A method as in claim 1 wherein a document has a plurality of meta-attributes and uploaded to a plurality of attribute-associated folders.

20. A method as in claim 1 wherein the attribute-associated folders have different security levels to limit the access of the documents to an intended party.

11. A method for electronically aggregating and controlling of documents in a real estate transaction, the method comprising

providing a plurality of electronic folders;

providing a meta-attribute to each electronic folder;

uploading a document to an electronic folder, while automatically assigning the meta-attribute of the electronic folder to the document; and

electronically aggregating the documents according to the meta-attributes.

16. A method for electronically aggregating and controlling of documents in a real estate transaction, the method comprising

providing a plurality of electronic folders;

providing a meta-attribute to each electronic folder;

providing a default attribute list of meta-attribute, the default list comprising a list of default meta-attributes to a document in the real estate transaction;

uploading a document to an attribute-associated electronic folder, the attribute-associated electronic folder selected by associating the attribute of the electronic folder with the attribute of the document, the attribute of the document being obtained from the default attribute list; and

electronically aggregating the documents according to the meta-attributes.