IP Library Granted Patent US 11,250,525
Granted Patent B2
US 11,250,525 · App. 16/570,324 · Granted Feb 15, 2022

Systems and methods for collaborative real-time generation of electronic real estate reports

Inventor: Marty Haldane (Red Deer, CA)
Assignee: Appraisers Now Ltd.
G06Q50/16G06F3/1454G06F40/166G06F40/169G06F40/174G06F40/197G06Q10/103
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Quick Facts
Patent No.
US 11,250,525
App. No.
16/570,324
Granted
Feb 15, 2022
Kind
B2
Abstract

Disclosed are methods and systems for real-time collaborative production of real estate reports. A method, for instance, may include: generating a real estate appraisal report editable by a plurality of client devices, the appraisal report having a plurality of editable fields for describing a real estate property; and, while the plurality of client devices are concurrently executing client applications enabling the appraisal report to be edited by respective users of the plurality of client devices, receiving, from a first client device among the plurality of client devices, an edit to a field among the plurality of editable fields, and in response to receiving the edit, transmitting, in real-time, the edit to a second client device among the plurality of client devices so that the edit to the field is displayed on the second client device in real time.

Claims (91)

1. A computer-implemented method for real-time collaborative production of real estate reports, the method being performed by a computer system, the method comprising:

generating a real estate appraisal report that includes a plurality of editable fields describing a real estate property, wherein at least one of the editable fields of the plurality of editable fields is pre-populated with information associated with the real estate property including one or more of: a property address, borrower identifiers, lender identifiers, client identifiers, or a contract price;

identifying a plurality of client devices executing a client application configured to enable the plurality of client devices to concurrently edit the real estate appraisal report;

based on the identifying of the plurality of client devices, enabling the real estate appraisal report to be concurrently edited by each of the plurality of client devices;

receiving, from a first client device among the plurality of client devices, an edit to one or more fields of the at least one of the plurality of editable fields of the real estate appraisal report that is pre-populated with the information associated with the real estate property;

accessing, on a real estate database service that is separate from the real estate appraisal report and from the plurality of client devices, known information corresponding to the one or more fields for which the edit was received, wherein the known information was generated independently of the real estate appraisal report;

comparing (i) the received edit to the one or more fields to (ii) the known information corresponding to the real estate property to determine whether a discrepancy exists between the received edit and the known information; and

in response to determining that a discrepancy does not exist between the received edit and the known information, transmitting, in real-time, the received edit to a second client device among the plurality of client devices so that the edit to the one or more fields is displayed on the second client device in real time.

2. The method according to claim 1 , further comprising:

determining that at least the first client device and the second client device of the plurality of client devices are concurrently editing the real estate appraisal report:

detecting that the edit to the one or more fields is in progress by the first client device; and

in response to detecting that the edit is in progress, causing editing of the one or more fields on the second client device to be disabled until the second client device has received and displayed the edit.

3. The method according to claim 1 , further comprising:

receiving a command from the first client device to open a report associated with a real estate appraisal; and

determining that no report associated with the real estate appraisal currently exists in the computer system,

wherein the generating the real estate appraisal report is in response to the determining that no report associated with the real estate appraisal currently exists in the computer system.

4. The method according to claim 1 , comprising:

creating a channel corresponding to the real estate appraisal report;

subscribing each of the plurality of client devices to the channel;

receiving the edit to the one or more fields as an incoming message received on the channel; and

in response to receiving the edit, broadcasting the edit through the channel to each of the plurality client devices other than the first client device.

5. The method according to claim 4 , further comprising:

receiving a command from another client device to open the real estate appraisal report;

in response to the receiving the command, determining that data of the real estate appraisal report is stored in a volatile memory of the computer system; and

in response to determining that the data of the real estate appraisal report is stored in the volatile memory of the computer system, subscribing the another client device to the channel.

6. The method according to claim 4 , further comprising:

determining that no client device are on the channel; and

saving the real estate appraisal report in a non-volatile memory of the computer system, in response to the determining that no client device are on the channel.

7. The method according to claim 1 , further comprising:

after the generating the real estate appraisal report, retrieving multiple listing service (MLS) data and inserting the MLS data into a portion of the plurality of editable fields.

8. A computer system for real-time collaborative production of real estate reports, comprising:

a memory storing instructions; and

one or more processors to execute the instructions to perform operations including:

generating a real estate appraisal report that includes a plurality of editable fields describing a real estate property, wherein at least one of the editable fields of the plurality of editable fields is pre-populated with information associated with the real estate property including one or more of: a property address, borrower identifiers, lender identifiers, client identifiers, or a contract price;

identifying a plurality of client devices executing a client application configured to enable the plurality of client devices to concurrently edit the real estate appraisal report;

based on the identifying of the plurality of client devices, enabling the real estate appraisal report to be concurrently edited by each of the plurality of client devices;

receiving, from a first client device among the plurality of client devices, an edit to one or more fields of the at least one of the plurality of editable fields of the real estate appraisal report that is pre-populated with the information associated with the real estate property;

accessing, on a real estate database service that is separate from the real estate appraisal report and from the plurality of client devices, known information corresponding to the one or more fields for which the edit was received, wherein the known information was generated independently of the real estate appraisal report;

comparing (i) the received edit to the one or more fields to (ii) the known information corresponding to the real estate property to determine whether a discrepancy exists between the received edit and the known information; and

in response to determining that a discrepancy does not exist between the received edit and the known information, transmitting, in real-time, the received edit to a second client device among the plurality of client devices so that the edit to the one or more fields is displayed on the second client device in real time.

9. The computer system according to claim 8 , where the operations further include:

determining that at least the first client device and the second client device of the plurality of client devices are concurrently editing the real estate appraisal report:

detecting that the edit to the one or more fields is in progress by the first client device; and

in response to detecting that the edit is in progress, causing editing of the one or more fields on the second client device to be disabled until the second client device has received and displayed the edit.

10. The computer system according to claim 8 , wherein the operations further comprise:

receiving a command from the first client device to open a report associated with a real estate appraisal; and

determining that no report associated with the real estate appraisal currently exists in the computer system,

wherein the generating the real estate appraisal report is in response to the determining that no report associated with the real estate appraisal currently exists in the computer system.

11. The computer system according to claim 8 , wherein the operations comprise:

creating a channel corresponding to the real estate appraisal report;

subscribing each of the plurality of client devices to the channel;

receiving the edit to the field as an incoming message received on the channel; and

in response to receiving the edit, broadcasting the edit through the channel to each of the plurality client devices other than the first client device.

12. The computer system according to claim 11 , wherein the operations further comprise:

receiving a command from another client device to open the real estate appraisal report;

in response to the receiving the command, determining that data of the real estate appraisal report is stored in a volatile memory of the computer system; and

in response to determining that the data of the real estate appraisal report is stored in the volatile memory of the computer system, subscribing the another client device to the channel.

13. The computer system according to claim 11 , wherein the operations further include:

determining that no client device are on the channel; and

saving the real estate appraisal report in a non-volatile memory of the computer system, in response to the determining that no client device are on the channel.

14. The computer system according to claim 8 , wherein the operations further include:

after the generating the real estate appraisal report, retrieving multiple listing service (MLS) data and inserting the MLS data into a portion of the plurality of editable fields.

15. A non-transitory computer-readable medium storing instructions that, when executed by one or more processors, cause the one or more processors to perform a method for real-time collaborative production of real estate reports, the method comprising:

generating a real estate appraisal report that includes a plurality of editable fields describing a real estate property, wherein at least one of the editable fields of the plurality of editable fields is pre-populated with information associated with the real estate property including one or more of: a property address, borrower identifiers, lender identifiers, client identifiers, or a contract price;

identifying a plurality of client devices executing a client application configured to enable the plurality of client devices to concurrently edit the real estate appraisal report;

based on the identifying of the plurality of client devices, enabling the real estate appraisal report to be concurrently edited by each of the plurality of client devices;

receiving, from a first client device among the plurality of client devices, an edit to one or more fields of the at least one of the plurality of editable fields of the real estate appraisal report that is pre-populated with the information associated with the real estate property;

accessing, on a real estate database service that is separate from the real estate appraisal report and from the plurality of client devices, known information corresponding to the one or more fields for which the edit was received, wherein the known information corresponding to the real estate property was generated independently of the real estate appraisal report;

accessing, on a real estate database service that is separate from the real estate appraisal report and from the plurality of client devices, known information corresponding to the one or more fields for which the edit was received, wherein the known information corresponding to the real estate property was generated independently of the real estate appraisal report;

comparing (i) the received edit to the one or more fields to (ii) the known information to determine whether a discrepancy exists between the received edit and the known information; and

in response to determining that a discrepancy does not exist between the received edit and the known information, transmitting, in real-time, the received edit to a second client device among the plurality of client devices so that the edit to the one or more fields is displayed on the second client device in real time.

16. The non-transitory computer-readable medium according to claim 15 , wherein the method further comprises:

determining that at least the first client device and the second client device of the plurality of client devices are concurrently editing the real estate appraisal report:

detecting that the edit to the one or more fields is in progress by the first client device; and

in response to detecting that the edit is in progress, causing editing of the field on the second client device to be disabled until the second client device has received and displayed the edit.

17. The non-transitory computer-readable medium according to claim 15 , wherein the method further comprises:

receiving a command from the first client device to open a report associated with an appraisal; and

determining that no report associated with the appraisal currently exists in a memory operatively connected to the one or more processors;

wherein the generating the real estate appraisal report is in response to the determining that no report associated with the appraisal currently exists in the memory operatively connected to the one or more processors.

18. The non-transitory computer-readable medium according to claim 15 , wherein the method comprises:

creating a channel corresponding to the real estate appraisal report;

subscribing each of the plurality of client devices to the channel;

receiving the edit to the one or more fields as an incoming message received on the channel; and

in response to receiving the edit, broadcasting the edit through the channel to each of the plurality client devices other than the first client device.

19. The non-transitory computer-readable medium according to claim 18 , wherein the method further comprises:

receiving a command from another client device to open the real estate appraisal report;

in response to the receiving the command, determining that data of the real estate appraisal report is stored in a volatile memory of the memory operatively connected to the one or more processors; and

in response to determining that the data of the real estate appraisal report is stored in the volatile memory, subscribing the another client device to the channel.

20. The non-transitory computer-readable medium according to claim 18 , wherein the method further comprises:

determining that no client device are on the channel; and

saving the real estate report in a non-volatile memory of the memory operatively connected to the one or more processors, in response to the determining that no client device are on the channel.

Assignments (6)
SECURITY INTEREST Recorded Oct 30, 2025
From: BANK OF MONTREAL
To: HCP-FVY, LLC; HCP FUND V-FVY, LLC
Reel/Frame 072736/0196 →
SECURITY INTEREST Recorded Oct 30, 2025
From: BANK OF MONTREAL
To: HCP-FVY, LLC; HCP FUND V-FVY, LLC
Reel/Frame 072736/0479 →
SECURITY INTEREST Recorded Oct 30, 2025
From: APPRAISERS NOW LTD.
To: HCP-FVY, LLC; HCP FUND V-FVY, LLC
Reel/Frame 072741/0074 →
SECURITY INTEREST Recorded Oct 27, 2022
From: APPRAISERS NOW LTD.
To: BANK OF MONTREAL
Reel/Frame 061560/0301 →
SECURITY INTEREST Recorded Jul 16, 2021
From: APPRAISERS NOW LTD.
To: BANK OF MONTREAL
Reel/Frame 056883/0616 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 26, 2019
From: HALDANE, MARTY
To: APPRAISERS NOW LTD.
Reel/Frame 051124/0187 →
Continuity (2)
Provisional Application 62731669 · Sep 14, 2018
Related Publication 20200090287A1 · Mar 19, 2020
Cited By (1)
US 12,724,843