Abstract: Financial products, such as a mortgage, homeowner's insurance, and various forms of life insurance, can be packaged together and marketed around a move event. A customer can apply for a mortgage on a web site. As part of the application process, certain data is collected from the customer, and other data may be retrieved from one or more databases. This information can be used to offer and price homeowner's insurance and life insurance, and to suggest an amount of insurance. The web site may offer the customer the chance to buy a mortgage and insurance as a package, after answering a small number of questions that are used to assess the insurance-related risk. The customer may also be offered the chance to make a unified monthly payment for the package of both mortgage and insurance products.

Abstract: Financial products, such as a mortgage, homeowner's insurance, and various forms of life insurance, can be packaged together and marketed around a move event. A customer can apply for a mortgage on a web site. As part of the application process, certain data is collected from the customer, and other data may be retrieved from one or more databases. This information can be used to offer and price homeowner's insurance and life insurance, and to suggest an amount of insurance. The web site may offer the customer the chance to buy a mortgage and insurance as a package, after answering a small number of questions that are used to assess the insurance-related risk. The customer may also be offered the chance to make a unified monthly payment for the package of both mortgage and insurance products.

Abstract: On-line systems and methods allow customers to view and purchase financial services products, such as annuities, and the like, which are subject to State regulations and require the use of State mandated forms. Customers are able to view State-specific forms and to electronically sign such forms to make a purchase.

Abstract: The present invention provides a system and method of facilitating online transactions. The present invention is capable of receiving product information, storing same upon a repository and profiling each product according to geographical region. When a customer accesses the website utilized by the present invention, his or her address information is used to determine a geographical area of residence. Geographical area specific product forms are stored upon the repository in image-type format (for example, PDF format) substantially identical to the forms as they would appear if presented to the customer as a hard copy. Thus, once the customer has verified the correct purchasing information, the invention imports the purchasing information into the appropriate image-type geographical area specific form and displays same to the customer.