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Methods and systems for generating and managing offerings

  • US 6,745,188 B2
  • Filed: 03/28/2001
  • Issued: 06/01/2004
  • Est. Priority Date: 03/28/2001
  • Status: Active Grant
First Claim
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1. A method for managing financial offerings submitted by a financing source using a computer system associated with the financing source, the financial offerings include at least one financial product for financing a potential transaction, said method comprising the steps of:

  • executing a search using the computer system to identify potential transactions that meet pre-defined criteria, the potential transactions involve at least one of selling and leasing assets including at least one of an aircraft, an automobile, a rail car, and a barge;

    generating at the financing source a financial offering for at least one of the identified potential transactions;

    assigning at least one of a standard financial product offering having standard offering text and a customized financial product offering having customized offering text to at least one of the identified potential transactions, the standard financial product offering includes at least one of a financing product and a leasing product stored in a database in communication with the computer system, the customized financial product offering includes at least one of a financing product and a leasing product having terms and conditions entered into the computer system by the financing source;

    automatically transmitting via the computer system the at least one standard financial product offering and customized financial product offering from the financing source to a first party to the assigned potential transaction;

    automatically notifying the financing source via the computer system when the offering has been transmitted to the first party;

    enabling the financing source to withdraw the at least one standard financial product offering and customized financial product offering transmitted to the first party prior to the first party and a second party reaching an agreement to at least one of sell and lease at least one of the assets; and

    enabling the financing source to amend the at least one standard financial product offering and customized financial product offering transmitted to the first party prior to the first party and the second party reaching an agreement to at least one of sell and lease the at least one of the assets.

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