System and method for transacting lead and scheduled appointment records

Abstract

The present invention is generally a system and method for transacting lead records and scheduled appointment records concerning business opportunities in the real estate industry. The transactions may include offering the scheduled appointment records or lead records for sale, as well as auctioning the records. Several software modules may be provided to: receive, categorize, qualify, and distribute leads that mature into transactional opportunities; determine the geographic location of real estate client users and transactional opportunities near a user's location or selected region; facilitate management of each transactional opportunity by the client user; facilitate management of each transactional opportunity by the service provider; and various other functions and services consistent with the present system and method. Moreover, an exchange platform may be implemented with the present system whereby affiliates of the service provider may introduce their own leads and sell them to subscribers.

What is claimed is: 
     
         1 . A system for transacting a scheduled appointment record, comprising:
 a server;   a database accessible by the server; and   a control module configured for:
 receiving lead information via a data aggregation website in communication with the server; 
 generating an offer record based on the lead information; 
 assigning the offer record to a realtor-client; 
 determining whether an agreement concerning a proposed transaction has been secured; and either: 
 rehashing the offer record if an agreement was not secured, or 
 registering with the realtor-client the consummation of the proposed transaction. 
   
     
     
         2 . The system of  claim 1 , wherein the offer record comprises:
 a scheduled appointment record associated with a previously scheduled meeting at a specific date and a specific time agreed-to by an interested party to discuss the proposed transaction with at least one user of the data aggregation website.   
     
     
         3 . The system of  claim 1 , wherein the scheduled appointment record comprises:
 a lead price for the offer record is established based on a value of a prospect for consummating the proposed transaction.   
     
     
         4 . The system of  claim 1 , wherein the data aggregation website is configured for:
 displaying a map layout including one or more indicators associated with one or more offer records offered to one or more realtor-clients.   
     
     
         5 . The system of  claim 1 , wherein the lead information includes a lead ID for identifying and keeping track of a lead record. 
     
     
         6 . The system of  claim 1 , wherein the lead information includes a property ID for identifying or referencing real property that is subject of the offer record. 
     
     
         7 . The system of  claim 6 , wherein the lead information includes an owner ID for identifying an owner associated with the property ID. 
     
     
         8 . The system of  claim 1 , wherein the lead information includes a source ID for identifying a source of the lead information. 
     
     
         9 . The system of  claim 1 , wherein the lead information includes a CRM ID for aggregate reporting purposes. 
     
     
         10 . The system of  claim 1 , wherein the lead information includes a lead type indicator for identifying a type of lead including a lead for a potential sale or a lead for a potential buy. 
     
     
         11 . The system of  claim 1 , wherein the lead information includes a lead tier for indicating a lead category according to a protocol for managing lead records and scheduled appointment records. 
     
     
         12 . The system of  claim 1 , wherein the lead information includes a lead price for designating a predetermined price for the record. 
     
     
         13 . The system of  claim 1 , wherein the lead information includes dispatch information concerning comments or useful information that may help sell the lead. 
     
     
         14 . The system of  claim 1 , wherein the lead information includes a lead status that provides an indicator for keeping track of whether a lead record is active, has been sold, or is no longer available for generating the offer record. 
     
     
         15 . A method, performed by a server configured for transacting a scheduled appointment record, comprising:
 receiving lead information via a data aggregation website in communication with the server;   generating an offer record based on the lead information;   assigning the offer record to a realtor-client, wherein the offer record comprises a scheduled appointment record associated with a previously scheduled meeting at a specific date and a specific time agreed-to by an interested party to discuss a proposed transaction with at least one user of the data aggregation website;   determining whether an agreement concerning the proposed transaction has been secured; and either:
 rehashing the offer record if an agreement was not secured, or 
 registering with the realtor-client the consummation of the proposed transaction. 
   
     
     
         16 . The method of  claim 15 , further comprising:
 generating a lead ID for identifying and keeping track of a lead record.   
     
     
         17 . The method of  claim 15 , further comprising:
 generating a property ID for identifying real property that is subject of the offer record.   
     
     
         18 . The method of  claim 15 , further comprising:
 generating an owner ID for identifying an owner associated with the property ID.   
     
     
         19 . The method of  claim 15 , further comprising:
 generating a source ID for identifying a source of the lead information.   
     
     
         20 . The method of  claim 15 , further comprising:
 generating a CRM ID for aggregate reporting purposes.