Abstract: A method in a transaction management and financial services system configured to communicate between a server and at least one remote device via a network is described. The method can include the steps of receiving a referral from a referring party where the referral including information regarding any one of a financing-seeking party that has been declined by the referring party and a transaction management-seeking party; and storing the information regarding the referral in a storage device. Other methods performed by the integrated financial and transaction management services system are also described.

Abstract: A system for and method of providing integrated financial and transaction management services over a network are described. One method of the system includes aggregating commercial transaction information associated with a commercial transaction and including images to a central server computer configured to be accessed by a remote device, communicating the commercial transaction information between the central server computer and the remote device, and displaying commercial transaction information on a user interface at the remote device, whereby a seller and a buyer can do any one of access, manage, modify, maintain, and conclude their commercial transactions. Other methods performed by the integrated financial and transaction management services system are also described.