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专利概况
专利名称 Method and system for managing and preparing documentation for real estate transactions
申请号 US09475978 申请日
公开(公告)号 US6711554B1 公开(公告)日
申请(专利权)人 SALZMANN LEE; MINCONE JOSEPH; MINCONE JOHN; HOLLINGER ANDRE J 发明人 Salzmann Lee; Mincone Joseph; Mincone John; Hollinger Andre J
专利来源 国家知识产权局 转化方式
摘要

A method and system for preparing and managing real estate transfers and financing, including a system for preparation, production and storage of relevant documentation and the data contained therein; a system for coordinating, reconciling and transferring funds; and a system of analyzing and tracking the progress of numerous real estate transactions. The invention uses a database to minimize the redundancy involved in the preparation of all documentation needed for real estate closings. Information input into the database is used to generate the documentation necessary to complete real estate transfers, including all forms required by relevant financial institutions and government agencies. Such documentation includes handwritten signatures, which are digitally scanned and incorporated into the documents. Also, ancillary documentation can be scanned into the system and combined with other customer data and documentation. Thus a “closing package” can be compiled which contains electronic versions of virtually any document needed for closing a real estate transaction. Further included are scheduling features for coordinating one or many real estate transactions and management reporting for keeping track of a plurality of real estate transaction.

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