Method and System for Providing Services to Vacation Homeowners

Abstract

A method and system for providing services to vacation homeowners facilitates the cost-effective administration of a variety of services required by vacation homeowners in a fashion that frees the homeowner from undue expense, time, or effort. In one embodiment the method includes: setting up a real estate property on a system via capturing by a computer processor a complete image inventory of the property; creating a unique CRM record along with detailed information on the property; provisioning a new user account formatted into an online, user-accessible, self-care portal; conducting predetermined inspections of the property; assigning each property a unique identifier to ensure high quality case management of the property; tracking the inspections using the identifier; providing automatic alerts to the property owner at the initiation of specific workflow steps; providing alerts and updates; and measuring ongoing customer satisfaction by prompting for specific feedback.

What is claimed is: 
     
         1 . A system for providing personalized, high-quality oversight of a luxury home property, comprising:
 a) a mobile platform for real estate property that includes;
 i) an image inventory of the structure, grounds, amenities, furnishings, and high value assets of a luxury home property; 
 ii) a logging of current vendors used for various services; 
 iii) an audit of vendors reflecting price competitiveness and quality performance; 
 iv) a record related to the property that includes uploads of image files, applicable service providers, and ongoing expense categories; 
 v) an online, user-accessible, portal with a secure username and password that allows an owner of the property to interact with a service provider based on information processed related to the property; 
 vi) a written inspection report being generated after predetermined inspections of the property, wherein said inspections are performed in conformance with a structured process that includes evaluations of the record in a manner that ensures consistency of oversight quality and data captured; 
 vii) and inspection report uploaded into the system and posted for viewing online by the property owner; and 
 viii) a unique identifier assigned each property; 
   b) a prompt for specific feedback designed to measure ongoing customer satisfaction and to acquire at least one of: a standard customer satisfaction on a Likert scale of 1-5; and a net promoter score on a Likert scale of 1-5, whereby a property owner accesses the system to obtain updates employing said identifier.   
     
     
         2 . The system as set forth in  claim 1 , further comprising, a local market analysis that reflects price-competitive, superior-performing service providers across a targeted service provider category selected from the group consisting of: home security; pest control and removal; lawn and garden maintenance; pool and hot tub maintenance; household cleaning services; general maintenance and repair services; audio-visual systems; HVAC systems; interior design services; window cleaning services; tree & shrub trimming services; interior and exterior painting services; plumbing services; transportation services; event planning services; garage door installation, repair, and servicing; and internet service. 
     
     
         3 . The system as set forth in  claim 1 , further comprising a prioritized list of service providers that include public internet ratings, personal recommendations, and client experiences. 
     
     
         4 . The system as set forth in  claim 1 , wherein said audit further comprises a service provider performance assessment for each account. 
     
     
         5 . The system as set forth in  claim 1 , wherein said audit further comprises a regular performance audit on service providers. 
     
     
         6 . The system as set forth in  claim 1 , further comprising an identification of a key channel partner that services the needs of a remote luxury homeowner in a targeted market, said key channel partner selected from the group consisting of: a real estate broker; a title company; a property and casualty insurance broker; a luxury home builder; a wealth management firm; and a homeowner's associations. 
     
     
         7 . The system as set forth in  claim 1 , further comprising a client identification, qualification, and closing process that maximizes the effectiveness of joint marketing efforts to a targeted client base. 
     
     
         8 . The system as set forth in  claim 1 , further comprising a channel partners communication area that facilitates communication between the key channel partner and the property owner. 
     
     
         9 . The system as set forth in  claim 1 , further comprising at least one automatic alert communicated to the property owner at the initiation of one of a specific workflow step selected from the group consisting of: account setup, inspection completed, case opened, approval required, and case closed. 
     
     
         10 . The system as set forth in  claim 1 , further comprising a forecast of at least one of planned and actual costs. 
     
     
         11 . The method as set forth in  claim 1 , further comprising a scale expansion of a service delivery model. 
     
     
         12 . The method as set forth in  claim 1 , further comprising a data-mining system that processes user data and behavior trends.