IP Library Patent Application 13027114
Patent Application
App. No. 13/027,114

METHODS AND SYSTEMS FOR REAL ESTATE AGENT TRACKING AND EXPERTISE DATA GENERATION

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Quick Facts
Patent No.
US None
App. No.
13/027,114
Abstract

Disclosed herein is a real estate management application with a “property check-in” feature that enables the agent to automatically check-in at each property location. Subsequent to entering a given property, the agent selects the check-in feature in a mobile real estate service application, allowing the real estate service to determine a present geographic location of the agent. Using this, the service identifies an MLS location of the client and uses corresponding MLS information to update a tracking entry associated with the agent. In embodiments, the tracking entry enables the real estate service to maintain accurate expertise history for each agent.

Claims (71)

1 . A method for tracking a real estate agent's property visits, the method comprising:

receiving the real estate agent's current location based on a geographic position of the real estate agent's wireless device;

matching the real estate agent's current location with a specific MLS-listed property located at or near the real estate agent's current location; and

automatically designating the real estate agent as having visited the specific MLS-listed property in an expertise entry associated with the real estate agent.

2 . The method of claim 1 , wherein the expertise entry includes one or more categories, each category corresponding to a specific MLS attribute.

3 . The method of claim 2 , wherein automatically designating the real estate agent as having toured the specific MLS-listed property in an expertise entry further comprises:

retrieving MLS entries associated with the specific MLS-listed property;

for each of the one or more categories included in the expertise entry, identifying a corresponding MLS entry associated with the specific MLS-listed property;

incrementing an expertise value associated with each of the one or more categories, wherein the expertise value for a given category is indicative of a total number of visits by the real estate agent to properties that include the given category as a native MLS attribute.

4 . The method of claim 2 , further comprising:

subsequent to identifying the real estate agent's current location and the specific MLS-listed property, and prior to automatically designating the real estate agent as having visited the specific MLS-listed property, verifying the real estate agent's physical entry into the specific MLS-listed property.

5 . The method of claim 4 , wherein verifying the real estate agent's physical entry further comprises:

identifying a most recent lockbox key entry associated with the specific MLS-property;

verifying the most recent lockbox key entry against a lockbox designator associated with the real estate agent; and

proceeding with the automatic designation that the real estate agent visited the specific MLS-listed property only when the most recent lockbox entry verifies against the lockbox designator associated with the real estate agent.

6 . The method of claim 1 , wherein matching the real estate agent's current location with a specified MLS-listed property further comprises:

if only one MLS-listing is identified at or near the real estate agent's current location, identifying the one MLS-listing as the specific MLS-listed property; and

if a plurality of MLS-listings is identified at or near the real estate agent's current location:

displaying indicators of the plurality of MLS-listings to the real estate agent;

receiving the real estate agent's selection of one of the indicators;

identifying a given MLS-listing corresponding to the user's selection as the specific MLS-listed property.

7 . The method of claim 2 , wherein the expertise entry is utilized to generate and display an expertise history of the real estate agent.

8 . The method of claim 5 , wherein the expertise entry is utilized to track and verify a real estate agent's visit to one or more given MLS properties.

9 . A method for tracking a real estate agent's property visits, the method comprising:

receiving the real estate agent's current location based on a geographic position of the real estate agent's wireless device;

matching the real estate agent's current location with a specific MLS-listed property located at or near the real estate agent's current location;

identifying a most recent lockbox key entry associated with the specific MLS-property;

verifying the most recent lockbox key entry against a lockbox designator associated with the real estate agent;

subsequent to a successful verification, automatically designating the real estate agent as having visited the specific MLS-listed property in a tracking entry associated with the real estate agent.

10 . The method of claim 9 , wherein matching the real estate agent's current location with a specified MLS-listed property further comprises:

if only one MLS-listing is identified at or near the real estate agent's current location, identifying the one MLS-listing as the specific MLS-listed property; and

if a plurality of MLS-listings is identified at or near the real estate agent's current location:

displaying indicators of the plurality of MLS-listings to the real estate agent;

receiving the real estate agent's selection of one of the indicators;

identifying a given MLS-listing corresponding to the user's selection as the specific MLS-listed property.

11 . A method for tracking a real estate agent's property visits to develop the real estate agent's expertise information, the method comprising:

receiving the real estate agent's current location based on a geographic position of the real estate agent's wireless device;

matching the real estate agent's current location with a specific MLS-listed property located at or near the real estate agent's current location;

automatically designating the real estate agent as having visited the specific MLS-listed property in an expertise entry associated with the real estate agent, wherein the expertise entry includes one or more categories, each category corresponding to a specific MLS attribute;

retrieving MLS entries associated with the specific MLS-listed property;

for each of the one or more categories included in the expertise entry, identifying a corresponding MLS entry associated with the specific MLS-listed property; and

incrementing an expertise value associated with each of the one or more categories, wherein the expertise value for a given category is indicative of a total number of visits by the real estate agent to properties that include the given category as a native MLS attribute.

12 . The method of claim 11 , further comprising:

subsequent to identifying the real estate agent's current location and the specific MLS-listed property, and prior to automatically designating the real estate agent as having visited the specific MLS-listed property, verifying the real estate agent's physical entry into the specific MLS-listed property.

13 . The method of claim 12 , wherein verifying the real estate agent's physical entry further comprises:

identifying a most recent lockbox key entry associated with the specific MLS-property;

verifying the most recent lockbox key entry against a lockbox designator associated with the real estate agent; and

proceeding with the automatic designation that the real estate agent visited the specific MLS-listed property only when the most recent lockbox entry verifies against the lockbox designator associated with the real estate agent.

14 . A system for tracking a real estate agent's property visits, the system comprising:

a processor;

a memory configured to store a set of instructions, which when executed by the processor cause the system to perform a method, the method including:

receiving the real estate agent's current location based on a geographic position of the real estate agent's wireless device;

matching the real estate agent's current location with a specific MLS-listed property located at or near the real estate agent's current location; and

automatically designating the real estate agent as having visited the specific MLS-listed property in an expertise entry associated with the real estate agent.

15 . The system of claim 14 , wherein the expertise entry includes one or more categories, each category corresponding to a specific MLS attribute.

16 . The system of claim 15 , wherein automatically designating the real estate agent as having toured the specific MLS-listed property in an expertise entry further comprises:

retrieving MLS entries associated with the specific MLS-listed property;

for each of the one or more categories included in the expertise entry, identifying a corresponding MLS entry associated with the specific MLS-listed property;

incrementing an expertise value associated with each of the one or more categories, wherein the expertise value for a given category is indicative of a total number of visits by the real estate agent to properties that include the given category as a native MLS attribute.

17 . The system of claim 15 , wherein the method further comprises:

subsequent to identifying the real estate agent's current location and the specific MLS-listed property, and prior to automatically designating the real estate agent as having visited the specific MLS-listed property, verifying the real estate agent's physical entry into the specific MLS-listed property.

18 . The system of claim 17 , wherein verifying the real estate agent's physical entry further comprises:

identifying a most recent lockbox key entry associated with the specific MLS-property;

verifying the most recent lockbox key entry against a lockbox designator associated with the real estate agent; and

proceeding with the automatic designation that the real estate agent visited the specific MLS-listed property only when the most recent lockbox entry verifies against the lockbox designator associated with the real estate agent.

19 . The system of claim 14 , wherein matching the real estate agent's current location with a specified MLS-listed property further comprises:

if only one MLS-listing is identified at or near the real estate agent's current location, identifying the one MLS-listing as the specific MLS-listed property; and

if a plurality of MLS-listings is identified at or near the real estate agent's current location:

displaying indicators of the plurality of MLS-listings to the real estate agent;

receiving the real estate agent's selection of one of the indicators;

identifying a given MLS-listing corresponding to the user's selection as the specific MLS-listed property.

Assignments (5)
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENT RIGHTS (REEL/FRAME 37142/0302) Recorded Oct 14, 2024
From: JPMORGAN CHASE BANK, N.A.
To: CARTUS CORPORATION; COLDWELL BANKER REAL ESTATE LLC; ANYWHERE REAL ESTATE OPERATIONS LLC (FORMERLY KNOWN AS REALOGY OPERATIONS LLC); ZAPLABS LLC (F/K/A/ ZIPREALTY LLC)
Reel/Frame 069172/0659 →
SECURITY INTEREST Recorded Nov 25, 2015
From: CARTUS CORPORATION; COLDWELL BANKER REAL ESTATE LLC; REALOGY OPERATIONS LLC; ZIPREALTY LLC
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 037142/0302 →
CHANGE OF NAME Recorded Aug 28, 2015
From: ZIPREALTY, INC.
To: ZIPREALTY LLC
Reel/Frame 036448/0875 →
SECURITY INTEREST Recorded Oct 22, 2014
From: ZIPREALTY LLC (F/K/A ZIPREALTY, INC.)
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 034010/0698 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 17, 2011
From: WILSON, JAMES; MCNEILL, JEFFREY; DAVIS, MICHAEL; SILVA, MARK; COMBES, GENEVIEVE C.
To: ZIPREALTY, INC.
Reel/Frame 025828/0934 →