IP Library Granted Patent US 11,392,903
Granted Patent B2
US 11,392,903 · App. 16/570,498 · Granted Jul 19, 2022

Systems and methods for scheduling appraisals using automatic appraiser selection based on geography

Inventor: Marty Haldane (Red Deer, CA)
Assignee: Appraisers Now Ltd.
G06Q10/1097G06F9/542G06Q30/0278G06Q50/163
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Quick Facts
Patent No.
US 11,392,903
App. No.
16/570,498
Granted
Jul 19, 2022
Kind
B2
Abstract

Disclosed are methods, systems and non-transitory computer-readable medium for scheduling real estate appraisals using an automatic appraisal inspection performer selection process based on geography. For instance, a method may include: receiving a location of a real estate property to be appraised and a request to automatically assign an appraisal inspection performer ID for appraisal inspection of the property; selecting an appraisal inspection performer ID based on proximity of the location of the property to a location associated with the appraisal inspection performer ID, the location associated with the appraisal inspection performer ID being a location of an appraisal inspection performer device corresponding to the selected appraisal inspection performer ID or a location of one or more appraisal inspections already assigned to the appraisal inspection performer ID; and transmitting a notification indicating a new order for appraisal inspection of the property, the new order including the location of the property.

Claims (82)

1. A computer-implemented method for collaboratively scheduling an appraisal inspection via an interactive interface that is distributed over a plurality of remote devices, the method being performed by a computer system, the method comprising:

receiving, from a first instance of the interactive interface operating on a user device connected to the computer system, and via an interaction with a user associated with the user device:

a location of a real estate property to be appraised; and

a request to automatically assign an appraisal inspection performer ID for appraisal inspection of the real estate property;

accessing a database of the computer system, the database including records that, for each a plurality of appraisal inspection performer IDs, have information associated with locations and times of existing inspection appointments, a current availability, and an acceptance rate;

determining one or more available dates and times for the appraisal inspection based on the current availability and the times associated with existing inspection appointments;

causing the first instance of the interactive interface operating on the user device to output a selectable listing of the one or more available dates and times;

receiving, from the first instance of the interactive interface operating on the user device, a selection by the user, via the first instance of the interactive interface, from amongst the one or more available dates and times;

determining a proximity to the location of the real estate property at the selected date and time for each appraisal inspection performer ID with availability at the selected date and time, wherein the determination is:

based on the locations and times associated with existing inspection appointments for a selected future date and time; and

based on location data received from appraisal inspection performer devices associated with each appraisal inspection performer ID with availability at the selected date and time for a selected date and time of now;

selecting an appraisal inspection performer ID from amongst appraisal inspection performer IDs having availability at the selected date and time, the selection based on a weighted comparison of the acceptance rate and the proximity of the real estate property for each appraisal inspection performer ID;

generating a plurality of notifications associated with the appraisal inspection, each notification including at least the selected date and time of the appraisal inspection and information associated with the selected appraisal inspection performer ID;

transmitting at least one of the notifications to each device associated with the appraisal inspection, including at least the appraisal inspection performer device corresponding to the selected appraisal inspection performer ID and the user device of the user, wherein:

the at least one notification transmitted to the user device is configured to cause the first instance of the interactive interface to output a request for user confirmation to proceed with the appraisal inspection;

the at least one notification transmitted to the appraisal inspection performer device is transmitted in response to receiving the user confirmation to proceed via the first instance of the interactive interface; and

the notification transmitted to the appraisal inspection performer device is configured to cause a second instance of the interactive interface operating on the appraisal inspection performer device to output a request for an appraisal inspection performer associated with the appraisal inspection performer device to provide, via the second instance of the interactive interface, an indication of an acceptance or rejection of the appraisal inspection of the property; and

in response to receiving, via the second instance of the interactive interface, an acceptance of the appraisal inspection of the property by the appraisal inspection performer, updating the database with data associating the appraisal inspection of the property with the selected appraisal inspection performer ID.

2. The method according to claim 1 , further comprising, prior to selecting the appraisal inspection performer ID:

determining that the appraisal inspection performer device has shared the location of the one or more appraisal inspections already assigned to the appraisal inspection performer ID.

3. The method according to claim 1 , wherein the location data of the appraisal inspection performer devices is received via a global positioning system.

4. The method of claim 1 , further comprising:

receiving real-time location data from each appraisal inspection performer device associated with at least a portion of the appraisal inspection performer IDs in the database, the real-time location data indicative of a real-time location of the corresponding appraisal inspection performer device; and

updating the database based on the real-time location data.

5. The method of claim 1 , wherein the weighted comparison further includes a comparison of a further proximity to the location of the real estate property at the selected date and time for a respective head office associated with each appraisal inspection performer ID with availability at the selected date and time.

6. The method of claim 1 , wherein the proximity is defined by a geographical distance.

7. The method of claim 1 , wherein the proximity is defined by a travel time.

8. A computer system for collaboratively scheduling an appraisal inspection via an interactive interface that is distributed over a plurality of remote devices, the system comprising:

a memory storing instructions; and

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

receiving, from a first instance of the interactive interface operating on a user device connected to the computer system, and via an interaction with a user associated with the user device:

a location of a real estate property to be appraised; and

a request to automatically assign an appraisal inspection performer ID for appraisal inspection of the real estate property;

accessing a database of the computer system, the database including records that, for each a plurality of appraisal inspection performer IDs, have information associated with locations and times of existing inspection appointments, a current availability, and an acceptance rate;

determining one or more available dates and times for the appraisal inspection based on the current availability and the times associated with existing inspection appointments;

causing the first instance of the interactive interface operating on the user device to output a selectable listing of the one or more available dates and times;

receiving, from the first instance of the interactive interface operating on the user device, a selection by the user, via the first instance of the interactive interface, from amongst the one or more available dates and times;

determining a proximity to the location of the real estate property at the selected date and time for each appraisal inspection performer ID with availability at the selected date and time, wherein the determination is:

based on the locations and times associated with existing inspection appointments for a selected future date and time; and

based on location data received from appraisal inspection performer devices associated with each appraisal inspection performer ID with availability at the selected date and time for a selected date and time of now;

selecting an appraisal inspection performer ID from amongst appraisal inspection performer IDs having availability at the selected date and time, the selection based on a weighted comparison of the acceptance rate and the proximity of the real estate property for each appraisal inspection performer ID;

generating a plurality of notifications associated with the appraisal inspection, each notification including at least the selected date and time of the appraisal inspection and information associated with the selected appraisal inspection performer ID;

transmitting at least one of the notifications to each device associated with the appraisal inspection, including at least the appraisal inspection performer device corresponding to the selected appraisal inspection performer ID and the user device of the user, wherein:

the at least one notification transmitted to the user device is configured to cause the first instance of the interactive interface to output a request for user confirmation to proceed with the appraisal inspection;

the at least one notification transmitted to the appraisal inspection performer device is transmitted in response to receiving the user confirmation to proceed via the first instance of the interactive interface; and

the notification transmitted to the appraisal inspection performer device is configured to cause a second instance of the interactive interface operating on the appraisal inspection performer device to output a request for an appraisal inspection performer associated with the appraisal inspection performer device to provide, via the second instance of the interactive interface, an indication of an acceptance or rejection of the appraisal inspection of the property; and

in response to receiving, via the second instance of the interactive interface, an acceptance of the appraisal inspection of the property by the appraisal inspection performer, updating the database with data associating the appraisal inspection of the property with the selected appraisal inspection performer ID.

9. The computer system according to claim 8 , wherein the operations further comprise, prior to selecting the appraisal inspection performer ID:

determining that the appraisal inspection performer device has shared the location of the one or more appraisal inspections already assigned to the appraisal inspection performer ID.

10. The computer system according to claim 8 , wherein the location data of the appraisal inspection performer devices is received via a global positioning system.

11. The computer system of claim 8 , wherein the operations further include:

receiving real-time location data from each appraisal inspection performer device associated with at least a portion of the appraisal inspection performer IDs in the database, the real-time location data indicative of a real-time location of the corresponding appraisal inspection performer device; and

updating the database based on the real-time location data.

12. The computer system of claim 8 , wherein the weighted comparison further includes a comparison of a further proximity to the location of the real estate property at the selected date and time for a respective head office associated with each appraisal inspection performer ID with availability at the selected date and time.

13. The computer system of claim 8 , wherein the proximity is defined by a geographical distance.

14. The computer system of claim 8 , wherein the proximity is defined by a travel time.

15. A non-transitory computer-readable medium storing instructions in communication with a computer system that, when executed by one or more processors, cause the one or more processors to perform a method for collaboratively scheduling an appraisal inspection via an interactive interface that is distributed over a plurality of remote devices, the method comprising:

receiving, from a first instance of the interactive interface operating on a user device connected to the computer system, and via an interaction with a user associated with the user device:

a location of a real estate property to be appraised; and

a request to automatically assign an appraisal inspection performer ID for appraisal inspection of the real estate property;

accessing a database of the computer system, the database including records that, for each a plurality of appraisal inspection performer IDs, have information associated with locations and times of existing inspection appointments, a current availability, and an acceptance rate;

determining one or more available dates and times for the appraisal inspection based on the current availability and the times associated with existing inspection appointments;

causing the first instance of the interactive interface operating on the user device to output a selectable listing of the one or more available dates and times;

receiving, from the first instance of the interactive interface operating on the user device, a selection by the user, via the first instance of the interactive interface, from amongst the one or more available dates and times;

determining a proximity to the location of the real estate property at the selected date and time for each appraisal inspection performer ID with availability at the selected date and time, wherein the determination is:

based on the locations and times associated with existing inspection appointments for a selected future date and time; and

based on location data received from appraisal inspection performer devices associated with each appraisal inspection performer ID with availability at the selected date and time for a selected date and time of now;

selecting an appraisal inspection performer ID from amongst appraisal inspection performer IDs having availability at the selected date and time, the selection based on a weighted comparison of the acceptance rate and the proximity of the real estate property for each appraisal inspection performer ID;

generating a plurality of notifications associated with the appraisal inspection, each notification including at least the selected date and time of the appraisal inspection and information associated with the selected appraisal inspection performer ID;

transmitting at least one of the notifications to each device associated with the appraisal inspection, including at least the appraisal inspection performer device corresponding to the selected appraisal inspection performer ID and the user device of the user, wherein:

the at least one notification transmitted to the user device is configured to cause the first instance of the interactive interface to output a request for user confirmation to proceed with the appraisal inspection;

the at least one notification transmitted to the appraisal inspection performer device is transmitted in response to receiving the user confirmation to proceed via the first instance of the interactive interface; and

the notification transmitted to the appraisal inspection performer device is configured to cause a second instance of the interactive interface operating on the appraisal inspection performer device to output a request for an appraisal inspection performer associated with the appraisal inspection performer device to provide, via the second instance of the interactive interface, an indication of an acceptance or rejection of the appraisal inspection of the property; and

in response to receiving, via the second instance of the interactive interface, an acceptance of the appraisal inspection of the property by the appraisal inspection performer, updating the database with data associating the appraisal inspection of the property with the selected appraisal inspection performer ID.

16. The non-transitory computer-readable medium according to claim 15 , further comprising, prior to selecting the appraisal inspection performer ID:

determining that the appraisal inspection performer device has shared the location of the one or more appraisal inspections already assigned to the appraisal inspection performer ID.

17. The non-transitory computer-readable medium of claim 15 , wherein the method further includes:

receiving real-time location data from each appraisal inspection performer device associated with at least a portion of the appraisal inspection performer IDs in the database, the real-time location data indicative of a real-time location of the corresponding appraisal inspection performer device; and

updating the database based on the real-time location data.

18. The non-transitory computer-readable medium of claim 15 , wherein the weighted comparison further includes a comparison of a further proximity to the location of the real estate property at the selected date and time for a respective head office associated with each appraisal inspection performer ID with availability at the selected date and time.

19. The non-transitory computer-readable medium of claim 15 , wherein the proximity is defined by a geographical distance.

20. The non-transitory computer-readable medium of claim 15 , wherein the proximity is defined by a travel time.

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 051124/0148 →
Continuity (2)
Provisional Application 62731648 · Sep 14, 2018
Related Publication 20200090136A1 · Mar 19, 2020