Abstract: Disclosed herein is a method of lead routing with a lead-management system including, in some embodiments, sending borrower information for a potential borrower from a database server of a lending platform to a database server of a brokering platform to supply buyer information for a potential buyer of real estate. The method also includes, in some embodiments, capturing real estate-buying criteria of the potential buyer. The method also includes, in some embodiments, matching the potential buyer with up to five licensed real-estate professionals associated with the brokering platform using at least in part some of the real estate-buying criteria. The method also includes, in some embodiments, notifying each real-estate professional of the up-to-five licensed real-estate professionals of the potential buyer by way of at least a text message sent by a web server of the brokering platform through an SMS gateway.
Type:
Application
Filed:
June 18, 2019
Publication date:
December 19, 2019
Applicant:
IoanDepot.com, LLC
Inventors:
Anthony Li Hsieh, Tsutomu Yebisu, John Hoon Lee, Saeed Ghasemzadeh, Christian Min Kim
Abstract: Disclosed herein is a lead management system including, in some embodiments, a lead intake engine, a phone system, and a loan origination system. The lead intake engine includes a lead processing module configured for processing sales leads, which includes enriching original data of at least some incoming sales leads with complementary data, as well as algorithm-based scoring of the sales leads. The phone system includes a dialer configured to dial phone numbers for the sales leads from one or more dialer tables of the phone system sorted in accordance with the scores of the sales leads by the lead intake engine. The loan origination system is configured to create a sales-purposed record in a sales database for each sales lead up to at least a time of the dialer dialing a phone number associated with the record. The lead management system is optimized for speed-to-contact with telecommunications regulatory compliance.
Type:
Application
Filed:
March 20, 2019
Publication date:
September 26, 2019
Applicant:
IoanDepot.com, LLC
Inventors:
Anthony Li Hsieh, Tsutomu Yebisu, John Hoon Lee, Saeed Ghasemzadeh, Christian Min Kim