SYSTEMS AND METHODS FOR PROVIDING A MORTGAGE REALTOR PORTAL
First Claim
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1. A method for managing initiation of loans comprising:
- receiving, at a portal device with a processor, a data interface, and memory with a database, information, the information relating to a proposed loan and including financial information, wherein the information is received from a lendee device operated by a lendee;
storing the information in the database; and
sending notification to a realtor that no more information is needed from the lendee.
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Abstract
Systems and methods of providing a mortgage portal to facilitate initiating a mortgage for closing on property. The system includes a server and several computing devices communicatively connected via a network. The server manages the information, documents, and tasks required to complete the mortgage, including generating alert conditions for notifications, presenting pending files to realtors and lenders, sending notifications for various deadlines, and sending notifications when information and/or documents are received.
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Citations
20 Claims
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1. A method for managing initiation of loans comprising:
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receiving, at a portal device with a processor, a data interface, and memory with a database, information, the information relating to a proposed loan and including financial information, wherein the information is received from a lendee device operated by a lendee; storing the information in the database; and sending notification to a realtor that no more information is needed from the lendee. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A non-transitory computer readable storage medium and a computer program embedded therein, the computer program comprising instructions, which when executed by a computer system cause the computer system to:
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receive, at a portal device with a processor, a data interface, and memory with a database, information, the information relating to a proposed mortgage and including financial information; store the information in the database; and send notification that the stored information is complete; and generate tasks, the tasks relating to the proposed mortgage, wherein each task comprises a task status. - View Dependent Claims (14, 15, 16)
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17. A mortgage portal system comprising:
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a portal device with a processor, memory with a database, and an alert engine, the alert engine sending notifications, wherein the database includes a mortgage application; and a realtor computing device that is communicatively connected to the portal device. - View Dependent Claims (18, 19, 20)
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Specification