CA3139716A1 - Systems and method for managing, scheduling and organizing data in the real estate field - Google Patents

Abstract

Methods and systems for managing, scheduling and organizing data in the real estate field. The method includes receiving, by a processor, an input from a user in relation to the real estate property and a set of data related to the real estate property from a customer relationship management database; generating, using a customer messaging model, a set of attributes of the real estate property related to the input; generating, by the customer messaging model, an event related to the real estate property and the user; generating, by the customer messaging model, a calendar invitation for the event; automatically populating the calendar invitation with the set of attributes; and outputting the calendar invitation.

Description

SYSTEMS AND METHOD FOR MANAGING, SCHEDULING AND ORGANIZING DATA
IN THE REAL ESTATE FIELD
TECHNICAL FIELD
[0001] Example embodiments relate to data management in the real estate field, in particular to systems and methods for collecting, managing, scheduling and organizing real estate property data.
BACKGROUND

[0002] Real estate agents and brokers have increasingly been moving their businesses online. A real estate business can involve several steps which are relatively easy to manage offline, such as setting-up a website, capturing leads on home buyers, managing communications with clients, scheduling viewings, facilitating open houses or individual viewings and managing customer information.

[0003] However, in the virtual setting, there is no one application or tool which can assist .. the real estate agent or broker with all of these steps. Accordingly, in order to convert a real estate business to an online format, the real estate agent or broker must purchase or subscribe to several different online applications or tools to adequately perform all the necessary tasks which incurs increased, and often substantial, costs to the real estate agent or broker. In the case of the over 20% of North American real estate agents who are self-employed, this cost can be prohibitive. Such prohibitive costs can deter individuals or small businesses in the real estate field from transitioning to the virtual world.

[0004] There is a need in the real estate market for an application which can allow real estate agents or brokers to perform all the necessary tasks in the process of selling a real estate property. There is also a need for consolidating all of the available information about a real estate property so that the information is more manageable and organized in an informative way for potential home buyers. Moreover, with the increased desire for virtual open houses and property viewings, there is a need for consolidating information related to such virtual open houses or Date Recue/Date Received 2021-11-23 home viewings, as well as information about the real estate property so that the information is more manageable and organized in an informative way for potential home buyers.
SUMMARY

[0005] Example embodiments relate to a system and method for managing, storing and organizing real estate property data. Example embodiments of the system and method can include the following aspects:
= A calendar invitation for an event related to a real estate property, such as a virtual open house, automatically populated with relevant information related to the real estate property.
= Voice assistant devices or other electronic devices that can receive inputs from a user at one location, requesting information about the real estate property located at a second location and for outputting such information.

[0006] An example embodiment is a method for scheduling related to a real estate property, the method comprising receiving, by a processor, an input from a user in relation to the real estate property; receiving, by the processor, a set of data related to the real estate property from a customer relationship management database; generating, using a customer messaging model, a set of attributes of the real estate property related to the input;
generating, by the customer messaging model, an event related to the real estate property and the user; generating, by the customer messaging model, a calendar invitation for the event;
automatically populating, by the processor, the calendar invitation with the set of attributes; and outputting, by the processor, the calendar invitation.

[0007] Another example embodiment is a method comprising receiving, by a processor, an input from an electronic device at a first location in relation to a real estate property at a second location; receiving, by the processor, a set of data related to the real estate property from a customer relationship management database; generating, using a customer messaging model, at least one first attribute of the real estate property and the second location related to the input; and outputting, the at least one first attribute to the electronic device.

Date Recue/Date Received 2021-11-23

[0008] Another example embodiment is a method comprising receiving, by a processor, an input from an electronic device at a first location in relation to a real estate property at a second location; receiving, by the processor, a set of data related to the real estate property from a customer relationship management database; generating, using a customer messaging model, at least one first attribute of the real estate property and the second location related to the input;
outputting, the at least one first attribute to the electronic device;
generating, by the customer messaging model, a set of questions related to the real estate property;
outputting, the set of questions to the electronic device; receiving, by the processor, a response to the set of questions from the electronic device; generating, by the customer messaging model, at least one second attribute related to the response; and outputting, the at least one second attribute to the electronic device.

[0009] Another example embodiment is a method comprising receiving, by a processor, an input from an electronic device at a first location in relation to a real estate property at a second location; receiving, by the processor, a set of data related to the real estate property from a customer relationship management database; generating, using a customer messaging model, at least one first attribute of the real estate property and the second location related to the input;
outputting, the at least one first attribute to the electronic device;
generating, by the customer messaging model, a set of questions related to the real estate property;
outputting, the set of questions to the electronic device; receiving, by the processor, a response to the set of questions from the electronic device; generating, by the customer messaging model, at least one second attribute related to the response; outputting, the at least one second attribute to the electronic device; generating, using the customer messaging model, an event question related to the real estate property; outputting the event question to the electronic device;
receiving, by the processor, a response to the event question; generating, by the customer messaging model, an event related to the event question and the response to the event question;
generating, by the customer messaging model, a calendar invitation for the event; and outputting, by the processor, the calendar invitation.

[0010] Another example embodiment is a system comprising a customer relationship management database comprising a set of data related to a real estate property; a sever for receiving the set of data from the customer relationship management database, the server Date Recue/Date Received 2021-11-23 configured to: receive an input from a user; receive, using a customer messaging model, a set of attributes of the real estate property related to the input; generate, by the customer messaging model, an event related to the real estate property; generate, by the customer messaging model, a calendar invitation for the event; automatically populate the calendar invitation with the set of attributes; and output, by the customer messaging model, the calendar invitation.

[0011] Another example embodiment is a system comprising a customer relationship management database comprising a set of data related to a real estate property; an electronic device for receiving inputs from a user and producing outputs; a sever for receiving the set of data from the customer relationship management database, the server configured to: receive an input from the electronic device; generate, using a customer messaging model, at least one first attribute of the real estate property related to the input; and output, by the customer messaging model, the at least one first attribute to the electronic device.
BRIEF DESCRIPTION OF THE DRAWINGS

[0012] Reference will now be made, by way of example, to the accompanying drawings which show example embodiments of the present application, and in which:

[0013] Figure 1 is a schematic diagram of a system for managing, scheduling and organizing data in the real estate field, according to an example embodiment;

[0014] Figure 2 is a flow chart illustrating a method for using a customer relationship management system to produce a calendar invitation, automatically populated with real estate data, according to an example embodiment;

[0015] Figure 3 is a flow chart illustrating a method for using an electronic device to obtain information from the customer relationship management system, according to an example embodiment;

[0016] Figure 4 is a schematic diagram of an exemplary customer relationship management system which can perform the systems and methods described herein.

[0017] Similar reference numerals may have been used in different figures to denote similar components.

Date Recue/Date Received 2021-11-23 DESCRIPTION OF EXAMPLE EMBODIMENTS

[0018] Figure 1 illustrates a system 10 for managing, organizing and scheduling real estate data, according to an example embodiment. The system 10 may be for use by real estate agents and brokers. The system 10 can include a server 100, a customer relationship management database 102, and one or more electronic devices 108.

[0019] The server 100 is configured to output specific relevant information related to a certain real estate property listing. For example, as will be discussed in greater detail in Figures 2 and 3, the server 100 is configured to generate a calendar invitation for an event related to a certain real estate property, and automatically populate the calendar invitation with relevant details of the real estate property and the event that are stored in the customer relationship management database 102, using a customer messaging model 424 (Figure 4). In some examples, the server 100 is configured to generate interactive hyperlinks related to the event, such as a video conference hyperlink for a virtual open house. The server 100 is also configured to receive input from users through the electronic devices 108, such as a question related to the real estate property and to identify, from the data stored in the customer relationship management database 102, the answer to the question. In some examples, the server 100 is configured to output specific relevant information related to a plurality of real estate property listings which is customized to a particular user (potential buyer) of real estate properties.

[0020] In some examples, the sever 100 can be a cloud server. The system 10 illustrated in this example is a cloud platform, which allows both the data stored in the customer relationship management database 102 and the outputs of the server 100 to be accessed and stored in various locations globally.

[0021] The customer relationship management database 102 is configured to receive data related to a real estate property. The customer relationship management database 102 can receive the data from inputs from the real estate agent or broker, or the seller of the real estate property.
The customer relationship management database 102 can also receive the data directly from a remote server 112, for example, from a real estate property listing on the internet. The customer relationship management database 102 can communicate with a remote server 112, such as via communication link 116, to receive information related to a real estate property.

Date Recue/Date Received 2021-11-23

[0022] The information stored on the customer relationship management database 102 can include accurate address information for the real estate property, such as street address, city, province or state, zip code or postal code, or landmarks near the real estate property. The information stored on the customer relationship management database 102 can also include real estate agent or broker details such as name and contact information for the agent/broker, and hyperlinks to the actual real estate property listing. The information stored on the customer relationship management database 102 can also include details of the real estate property listing including, the number of bedrooms, the number of bathrooms, the size of the property, the size of specific rooms in the property. The information stored on the customer relationship management database 102 can also include information regarding the neighborhood of the property, such as crime rates or information on amenities in the neighborhood, for example, schools, hospitals, dentists, supermarkets or other local amenities.

[0023] In some examples, the customer relationship management database 102 can include any other information relevant to the real estate property. In some examples, the .. information may be received from various sources, such as inputs from users of the system 10, inputs generated automatically from the electronic devices 108 or information derived directly from the internet. In some examples, although the system and methods disclosed herein are directed to data related to a single real estate property, the customer relationship management database 102 will be able to store data for any number of different real estate properties.

[0024] By consolidating all of the data from different sources into the customer relationship management database 102, the server 100 can conveniently access relevant information in relation to the users and the real estate properties.

[0025] The electronic devices 108 can include a microphone for receiving voice inputs from a user and a speaker for communicating the outputs of the server 100. The electronic device 108 can be a desktop, a laptop, or a mobile communication device, such as a smart phone or a tablet. The electronic device 108 can be a stationary IoT device having a microphone and a speaker, such as a smart speaker. In some examples, the electronic device 108 receives non-voice inputs. The electronic devices 108 can be connected to the server 100 via a communication link 114. With the electronic device 108, the system 10 is suitable for use by potential home buyers.

Date Recue/Date Received 2021-11-23

[0026] With the inputs from the electronic devices 108 and the information stored on the customer relationship management database 102, the server 100 can use a customer messaging model 424 to identify the relevant attributes of the real estate property to output. Generally, the customer messaging model 424 generates a customer message that includes a property narrative .. (can be called narrative). In an example, the narrative is in full sentences, and is customized to the particular customer and the real estate property, based on the information stored on the customer relationship management database 102.

[0027] In one example, when the input relates to a date and time for an event related to the real estate property, such as a virtual open house, the server 100 can identify the information that would be relevant to a specific potential buyer that should be included in the calendar invitation to be sent to the potential buyer. In another example, when the input is a question related to the real estate property (e.g. "how many schools are in the neighborhood?"), the server 100 can identify the answer to that question.

[0028] The system 10 allows the real estate agent or broker to compile all relevant data about the real estate property in one location and perform various tasks associated with selling a real estate property, such as scheduling virtual or offline open houses, contacting potential home buyers about such open houses and generate hyperlinks to a scheduled videoconference for the open house, among other tasks, without losing information related to the real estate property or potential home buyers.

[0029] Figure 2 is a flow chart illustrating a method 200 for using a customer relationship management system to produce a calendar invitation, automatically populated with the information about the real estate property that is relevant to the potential buyer, according to an example embodiment.

[0030] In method 200, at step 202 the server 100 receives a set of data related to a real estate property. The data may be obtained from the customer relationship management database 102 and can include any of the information stored on the customer relationship management database 102.

Date Recue/Date Received 2021-11-23

[0031] At step 204 the server 100 receives an input from a user. The user can provide this input via the electronic devices 108. In some examples, this input will include a date and time for an event related to the real estate property. In some examples, the date and time input may be for a single date and time or a range of dates and times for the event. The input may be related to a specific potential home buyer or a group of potential home buyers.

[0032] In some examples, the date and time of the event may be determined by the customer messaging model 424. The customer messaging model 424 can have a predetermined date and time for the event based on an industry standard or an input from the real estate agent or broker. The customer messaging model 424 can also use the information contained within the customer relationship management database 102 to alter the date and time. For example, if the industry standard or preference of the real estate agent is to hold open houses on Sunday mornings, the customer messaging model 424 can suggest a date and time that is different from this predetermined date and time if the information in the customer relationship management database 102 indicates that the potential home buyer attends a local church on Sunday mornings.

[0033] At step 206 the server 100 identifies a set of attributes related to the real estate property. The sever 100 uses the data stored in the customer relationship management database 102 and the input from the user to determine the relevant set of attributes via the customer messaging model 424. The set of attributes can include any of the data stored in the customer relationship management database 102. In some examples, the server 100 is configured to format these attributes into organized, readable information. The server 100 can organize the information such that the server 100 lists the attributes, or the server 100 can organize the information into a narrative or story about the real estate property.

[0034] The set of attributes may be predetermined such that the same set of attributes will be generated for all of the potential buyers for a real estate property. The set of attributes may also be customizable for each specific potential home buyer. For example, a buyer may be known to have children in which case the set of attributes may specifically include more detailed information that would be relevant to a family with children, such as locations of nearby schools or recreation facilities. In another example, if a buyer works in a certain location, the set of attributes may include commute times to that location or information regarding public transit to Date Recue/Date Received 2021-11-23 that location. In another example, if a buyer does not own a car, the set of attributes may provide information on nearby amenities within a walking distance and a Walk Score (TM) to those amenities. In some examples, the customer messaging model 424 can receive a variety of information about the potential home buyer such that the customer messaging model 424 can alter the set of attributes to ensure the attributes relevant to the potential home buyer are included.

[0035] Having determined a date and time for an event related to the real estate property, at step 208, the sever 100 generates an event related to the real estate property, such as an open house or a virtual viewing of the real estate property corresponding with the date and time. The event can be a virtual open house or virtual tour of the real estate property.
The event can also be an offline or physical open house or tour of the real estate property. The event can also include information for both an online and offline open house or tour of the real estate property. In some examples, the event can be other types of event for the users of the system 10.

[0036] After the event has been generated, the server 100 is configured to generate a calendar invitation for the event at step 210. The calendar invitation can be a calendar file, such as an .ICS file, which can be sent to potential buyers of the real estate property and added to conventional calendar applications, such as Microsoft Outlook (TM), Google (TM) Calendar or Apple (TM) Calendar. The calendar invitation can also be other formats, such as text to be included in an email or other means of communication.

[0037] In some examples, the event can require a hyperlink for a video conference for the event, for example for a virtual home tour. At step 212, the server 100 generates a hyperlink to the videoconference for the event. The videoconference hyperlink can be a hyperlink which can direct the user to a commercial videoconferencing application such as Zoom (TM) or WebEx (TM). The videoconference hyperlink can also direct the user to a videoconferencing application located on the server.

[0038] After the calendar invitation has been generated, the server 100 can be configured to generate location data for the real estate property at step 214. The location data can include the street address of the real estate property. The location data can also include the Date Recue/Date Received 2021-11-23 videoconferencing hyperlink (i.e. the virtual location). The location data can be obtained from the customer relationship management database 102.

[0039] The server 100 can also generate a mapping application hyperlink. The mapping application hyperlink will direct the user to a mapping application, such as Google (TM) Maps, .. and in particular will direct the user to the address of the real estate property in the mapping application.

[0040] At step 216, the server 100 automatically populates the calendar invitation with the set of attributes. When automatically populating the calendar invitation with the set of attributes, the server 100 is able to generate information that is directly relevant to the particular home buyer to whom the calendar invitation will be sent. The automatically-populated calendar invitation allows the potential home buyer to review the information about the property that is relevant to them without being overwhelmed with information that is unnecessary or irrelevant.
By way of example, the calendar invitation sent to a buyer who does not own a car would include information such as the distances to nearby amenities and locations of nearby public transit, but would not include the driving times to those locations. The calendar invitation can include walk times or bike times to nearby amenities. In some examples, the information contained in the calendar invitation is customized for any number of different potential home buyers.

[0041] The set of attributes may be formatted such that the information is recited in the calendar invitation in a readable format. Alternatively, the set of attributes may be generated by the customer messaging model 424 such that the information is communicated in a story or narrative about the real estate property and surrounding neighborhood. By automatically populating the calendar invitation with the set of attributes, a potential home buyer who receives the calendar invitation will have all of information about the real estate property that is relevant to that home buyer available to that home buyer in one place.

[0042] When a videoconference hyperlink has been generated, at step 218, the server 100 automatically populates the calendar invitation with the videoconference hyperlink. In this embodiment, the potential homebuyer will have both the hyperlink to access the virtual open Date Recue/Date Received 2021-11-23 house or tour of the real estate property as well as the information about the real estate property relevant to that home buyer in one place.

[0043] When viewing a calendar invitation, there can be a summary view and a detailed view. The summary view is generally seen when looking at a user's calendar in a calendar application, such as Google TM Calendar, or can be viewable in a reminder or notification screen on a mobile device. Although the calendar invitation may include a large amount of information, the summary view provides only the most important details, such as date, time and location of the event. In this regard, calendar files (such as .ICS files) have a location field where the location of the event is listed. When location data has been generated, the location data may be .. populated into the location field of the calendar invitation at step 220.
By populating the location field with the address of the real estate property, the videoconferencing link and the mapping application link, the user is able to quickly and easily access the available locations for the event from the summary view.

[0044] The location field of a calendar invitation typically only includes one location, such as the address or name of a building. By including the address of the location as well as the videoconference hyperlink and the mapping application link, the potential home buyer can readily access the desired location for the event without having to review all of the information contained in the text of the calendar invitation. For example, if an open house is being conducted both online and offline, the potential home buyer can easily access either the videoconferencing link if they would prefer to attend the online open house, or the mapping application link if they would prefer to attend the offline open house. An alternative to providing both the online and offline locations of the event would be to provide two separate location fields, one for the online location and one for the offline location. However, this is not compatible with conventional calendar files, such as .ICS, and would not be readily accessible from the summary view of the event.

[0045] In some examples, the server 100 concatenates the videoconference hyperlink with the physical address of the real estate property, and populates the address field of the calendar invitation with the concatenated videoconference hyperlink and the physical address.
Accordingly, at the time of the event, the user can select, from the address field, either the Date Recue/Date Received 2021-11-23 videoconference hyperlink or the physical address, from the calendar invitation. Some mobile device operating systems will automatically launch the appropriate application depending on the selected videoconference hyperlink or the physical address from the address field, for example a videoconferencing application or a map application (which can include directions to the physical address) of the mobile device.

[0046] At step 222, the server 100 outputs the calendar invitation, which has been populated with the information about the real estate property and the event that is relevant to the particular potential home buyer, and optionally with the videoconference hyperlink and location data. In some examples, after the calendar invitation has been output, the server 100 is configured to automatically distribute the calendar invitation to potential home buyers, the real estate agent and the property owner via various communication means, for example, email.

[0047] In some examples, the server 100 can generate a follow-up event after the scheduled event. In one example, if a potential home buyer has attended an open house, either online or offline, the server 100 can generate a private home tour for the buyer. In another example, the server 100 can identify that a potential home buyer did not attend an open house that they were invited to, either through not accepting the invitation, not attending the videoconference or by detecting the GPS location of a buyer's electronic device 108. In this case, when the buyers don't attend an event, the follow-up event may be a rescheduling of the event that the buyer did not attend.

[0048] The server 100 can receive a date and time input from the user for the follow-up event, or the server 100 can generate a date and time for the follow-up event based on the information contained within the customer relationship management database 102. For example, there can be a predetermined follow-up time of one week after the first event.
Alternatively, the date and time can be determined based on information known about the potential home buyer, for example the buyer may work during the week, in which case the time chosen would be outside of the buyers work hours during the week.

[0049] The server 100 can also generate a second set of attributes, similar to the first set of attributes. The second set of attributes may include some or all of the same information that was included in the first set of attributes. Alternatively, the second set of attributes can contain Date Recue/Date Received 2021-11-23 different information than the first set of attributes. The second set of attributes can be determined based on the information stored in the customer relationship management database 102, information previously provided to the potential home buyer, and information obtained during the first event. For example, a home buyer may have been provided with the number of bedrooms prior to attending a virtual open house and after attending the virtual open house, the home buyer may have expressed an interest in the sizes of the bedrooms. In this situation, the second set of attributes need not include the number of bedrooms, but may include the sizes of the bedrooms. In some examples, the second set of attributes can include any information that is relevant to the potential home buyer and that may assist the home buyer in making the decision to purchase the real estate property.

[0050] Having generated the second set of attributes, the server 100 can also generate another calendar invitation, similar to the calendar invitation for the first event. This calendar invitation will be populated with the second set of attributes and may include similar location data populated into the location field of the calendar invitation. The server 100 can also be configured to automatically distribute the second calendar invitation to the potential home buyer, the real estate agent or the home owner through a communication means such as email or SMS.

[0051] By automatically populating the calendar invitation with the relevant information, and outputting and distributing the calendar invitation, the server 100 provides a more efficient and cost-effective method of managing the event. Without such a system 10, the real estate agent or broker would have to manually create the calendar invitation, populate the calendar invitation with the relevant information (which may be obtained from several sources) and distribute to the relevant people.

[0052] Another exemplary embodiment allows a user to interact with an electronic device 108 at one location, such as a smart speaker, to receive information about a real estate property and attractions and amenities in the neighborhood in another location. When seeking to purchase a real estate property, potential home buyers will have questions about the property and its neighborhood. But conventional electronic devices 108, such as smart speakers or cell phones, generally provide information about the location of the electronic device 108.
For example, if a user asked "where is the nearest dentist?", the default response would be the nearest dentist to Date Recue/Date Received 2021-11-23 the location of the user and, by extension, the location of the electronic device 108, not the nearest dentist to the real estate property. In this regard, there is a need for a method and system that can receive the question or request for information at a first location, such as the buyer's current home, and output information related to the real estate property at a second location.

[0053] Figure 3 is a flow chart illustrating a method 300 for using an electronic device at a first location to obtain information about a real estate property at a second location from the customer relationship management system, according to an example embodiment.

[0054] Similar to the method 200 outlined in Figure 2, method 300 begins at step 302 where the server 100 receives a set of data related to a real estate property.
The data can be obtained from the customer relationship management database 102 and can include any of the information stored on the customer relationship management database 102.

[0055] At step 304, the server 100 receives an input in relation to the real estate property from a user at a first location, where the real estate property is located at a second location that is different from the first location. The user can provide this input via the electronic devices 108 which are also located at the first location. In some examples, this input may be in the form of a question related to the real estate property (e.g. "how many schools are in the neighborhood?") or a request for specific information about the real estate property (e.g.
"tell me about the size of the property"). In some examples, the input is a voice command given by a user through the electronic device 108. The first location may be the current home of the potential home buyer, for example, when the electronic device 108 is a smart speaker located in the potential home buyer's current home. The second location may be the address of the real estate property or the neighborhood of the real estate property.

[0056] At step 306, the server 100 identifies at least one first attribute of the real estate property which is related to the input from step 304 via the customer messaging model 424.
Where the input is a question related to the real estate property, the first attribute(s) may be the answer to the question. For example, the user may ask questions such as "how many playgrounds are in the neighborhood?" or "how far away is the hospital from the real estate property?", in which case the at least one first attributes will include a response to these questions. Where the input is a request for specific information about the real estate property, the first attribute(s) may Date Recue/Date Received 2021-11-23 be the requested information. For example, the user may request for all the information on nearby dentists or information on the traffic in the neighborhood, in which case the at least one first attribute would include the information requested. In some examples, the at least one first attribute may also relate to the availability of information for the real estate property, for example the at least one first attribute may be that there is insufficient data available on the real estate property in the customer relationship management database 102 to answer the question or request for information.

[0057] At step 308, the server 100 is configured to output the at least one first attribute.
In some examples, the first attributes are output via the electronic device 108. The first attribute(s) can be output via the speaker of the electronic device 108.

[0058] In some examples, after outputting the first attribute(s), the server 100 is further configured to generate a set of questions related to the real estate property by using the customer messaging model 424 at step 310. The set of questions may be a predetermined set of questions that could relate to any real estate property. The set of questions may also be more specific questions related to the specific real estate property and the input of the user received at step 304.
The set of questions may generally be related to information that has been stored in the customer relationship management database 102. By way of example, the set of questions may include questions such as: do you want to hear about the number of bedrooms in the real estate property;
do you want to hear about the crime rates in the neighborhood; or other questions related to information about the real estate property that is stored on the customer relationship management database 102.

[0059] When the server 100 has generated the set of questions, at step 312, the server 100 is configured to output the set of questions. In some examples, the set of questions will be output via the electronic device 108. In further examples the set of questions can be output via the speaker of the electronic device 108.

[0060] In a further example, the server 100 is configured to receive a response to the set of questions at step 314. The response can relate to a single question in the set of questions. In some examples, upon receiving the response, the server 100 is configured to stop outputting the set of questions. The user can provide this response via the electronic devices 108.
Date Recue/Date Received 2021-11-23

[0061] At step 316, when the server 100 has received a response to the set of questions, the server 100 is further configured to identify at least one second attribute of the real estate property by using the customer messaging model 424. The second attribute(s) may include information related to the response to the set of questions. By way of example, a user may respond affirmatively to the question: "do you want to hear about the number of bedrooms in the real estate property?" In that case, the second attribute(s) may include a number of bedrooms in the real estate property and the second attribute(s) may include further details of the bedrooms in the real estate property.

[0062] In some examples, having identified the at least one second attribute, the server 100 will be further configured to output the at least one second attribute at step 318. In some examples, the second attribute(s) will be output via the electronic device 108. The second attribute(s) can be output via the speaker of the electronic device 108.

[0063] In some examples, the server 100 will generate an event question at step 320. The event question can relate to a whether the potential home buyer wants to schedule a tour of the real estate property, attend an open house for the real estate property, or the event question can relate to any other event related to the real estate property. The event question may also relate to whether the potential home buyer wants to attend an online event, such as a virtual open house or an offline event, such as an in-person tour of the real estate property. The event question may also relate to when the potential home buyer would like to schedule the online or offline event.
The event question may be generated after outputting the first attribute(s) or the second attribute(s).

[0064] At step 322, the server 100 outputs the event question. In some examples, the event question will be output via the electronic device 108. In further examples the event question can be output via the speaker of the electronic device 108.

[0065] After outputting the event question, the server 100 is configured to receive a response to the event question at step 324. The user can provide this response via the electronic devices 108.

Date Recue/Date Received 2021-11-23

[0066] When the response to the event question is affirmative, for example the potential home buyer has responded that they do want to schedule a home tour, the server 100 generates an event related to the response to the event question at step 326. For example, if the potential home buyer indicated that they would like to schedule an online home tour, the server 100 will generate a virtual home tour event.

[0067] Having generated the event, at step 328 the server 100 generates a calendar invitation similar to the calendar invitation generated in Figure 2. The calendar invitation can be a calendar file, such as .ICS, which the user can add to a conventional calendar application. The calendar invitation can be automatically populated with information from the customer relationship management database 102 and the information that is provided can be customizable to the potential home buyer.

[0068] The server 100 can generate a videoconference hyperlink, for example if the event is a virtual open house to be conducted over videoconference. The calendar invitation can be populated with the videoconference hyperlink. The sever 100 can also generate location data for the real estate property, including the address of the real estate property and the videoconference hyperlink (which acts as the virtual location). The location data can also include a mapping application hyperlink, generated by the server 100, which directs to a mapping application, such as GoogleTM Maps. The location data can be populated into a location field of the calendar invitation, to provide quick and easy access to the potential home buyer.

[0069] After generating the calendar invitation and populating the calendar invitation with information about the real estate property and the event, the server 100 outputs the calendar invitation at step 330. The calendar invitation can be output to the electronic devices 108. The calendar invitation can be output as an audio output on the electronic device 108. The server 100 can also automatically distribute the calendar invitation to the potential home buyer, the real estate agent and the owner of the real estate property through email or other online means of communication.

[0070] The method 300 allows a potential home buyer to request and receive information about the real estate property and neighborhood in a different location than the real estate property. This allows the potential home buyer to receive any information about the real estate Date Recue/Date Received 2021-11-23 property prior to visiting the property and can also allow the potential home buyer to easily schedule a home tour, either online or offline, from any location.

[0071] Figure 4 is a schematic diagram of an exemplary customer relationship management system 400 which can comprise the systems and methods described herein for organizing, scheduling and managing real estate data.

[0072] The customer relationship management system 400 has single-view consolidated customer profiles 402. The customer profiles 402 relate to each real estate property and contain all of the relevant information about each real estate property. In some examples, the customer profiles 402 can comprise the customer relationship management database 102 and can obtain information about the real estate properties from a variety of sources, as will be further described herein. The customer profiles 402 may also include information about potential home buyers who may be interested in the real estate property, such as whether the potential home buyer has children or owns a vehicle, or the location of the potential home buyer's workplace. The customer profiles 402 may include any information about the potential home buyer that may be relevant to the purchase of a real estate property.

[0073] The customer profiles 402 include a customer messaging model 424. The customer messaging model 424 can comprise a machine learning model. The customer messaging model 424 can use the information stored within the customer profiles 402 to determine the relevant information to communicate to a user.

[0074] The customer messaging model 424 can include a neural network. In some embodiments, the customer messaging model 424 selects one or more attributes of the real estate property that are particular to a potential buyer (a user in the customer profiles 402).

[0075] A neural network consists of neurons. A neuron is a computational unit that uses xs and an intercept of 1 as inputs. An output from the computational unit may be:
h,,,,b (x) = f (W T x) = f (1 sn=1WsXs +b) Date Recue/Date Received 2021-11-23 s=1, 2, ... n, n is a natural number greater than 1, Ws is a weight of xs, b is an offset (i.e. bias) of the neuron and f is an activation function (activation functions) of the neuron and used to introduce a nonlinear feature to the neural network, to convert an input of the neuron to an output. The output of the activation function may be used as an input to a neuron of a following convolutional layer in the neural network. The activation function may be a sigmoid function.
The neural network is formed by joining a plurality of the foregoing single neurons. In other words, an output from one neuron may be an input to another neuron. An input of each neuron may be associated with a local receiving area of a previous layer, to extract a feature of the local receiving area. The local receiving area may be an area consisting of several neurons.

[0076] A deep neural network (DNN) is also referred to as a multi-layer neural network and may be understood as a neural network that includes a first layer (generally referred to as an input layer), a plurality of hidden layers, and a final layer (generally referred to as an output layer). A layer is considered to be a fully connected layer when there is a full connection between two adjacent layers of the neural network. To be specific, all neurons at an lth layer is connected to any neuron at an (i+i)th layer. In the DNN, more hidden layers enable the DNN to depict a complex situation in the real world. Training of the deep neural network is a weight matrix learning process. A final purpose of the training is to obtain a trained weight matrix (a weight matrix consisting of learned weights W of a plurality of layers) of all layers of the deep neural network.

[0077] One aspect of managing and organizing real estate data relates to capturing leads on potential home buyers. In order to effectively capture leads, the customer relationship management system 400 can also have multi-purpose marketing lists 404. The marketing lists 404 may obtain information regarding leads for home buyers through a subscription to a lead collection interface 406. In some examples, the lead collection interface 406 may be automatically populated with information regarding leads on home buyers from various sources, such as Wordpress (TM) plugins, lead advertisements on websites, or forms embedded in websites. The information on potential home buyers may include any information that may affect the potential home buyer's decision to purchase a real estate property. Once the information is compiled in the multi-purpose marketing lists 404, the customer relationship management system 400 will add or update the information within the customer profiles 402.

Date Recue/Date Received 2021-11-23

[0078] The customer relationship management system 400 can also include a customer interface 422. The customer interface 422 is an interface that a potential home buyer interacts with in order to obtain information about a real estate property. The customer interface 422 will communicate with the potential home buyer through the electronic devices 108.
A potential home buyer can interact with the customer interface 422 through a website.
Alternatively, the customer interface 422 can communicate information to the potential home buyer through the electronic device 108 via audio outputs and voice inputs. The customer interface may include the same standard property listing for all potential home buyers interested in purchasing a certain real estate property. Alternatively, the customer interface 422 can be customized to each potential home buyer, based on the information stored in the customer profiles 402, and thus the property listing viewed by the potential home buyer will present information about the real estate property that is relevant to the specific buyer. For example, if the potential home buyer's workplace is known, the customer interface 422 can include commute times to the buyer's particular workplace.

[0079] In some examples, the customer interface 422 is accessible to the electronic devices 108. For example, the customer interface 422 can include a web portal, a dedicated application or app, or an application program through voice assistant home appliance.

[0080] The customer relationship management system 400 can also have a sale automation system 408 which is communicably linked to the marketing lists 404.
Upon receiving a lead on a home buyer for a real estate property, the marketing lists 404 may automatically trigger the sale automation system 408. The sale automation system 408 may then generate an automated assignment of a sale agent to follow up with the potential home buyers. This automated assignment of the sale agent will be provided to the single-view consolidated customer profiles 402.

[0081] Another aspect of organizing and managing real estate data involves creating a marketing campaign 410. The marketing campaign 410 can generate messages to be sent out to potential home buyers through various communication methods, such as email, SMS or online chat. The marketing campaign 410 will communicate with the customer messaging model 424 to create segments which comprise information relevant to the marketing campaign 410, such as Date Recue/Date Received 2021-11-23 leads for potential home buyers or desired frequency of communication with potential home buyers. The customer profiles 402 may also obtain and store information regarding the marketing campaign 410 and information obtained through the communications with potential home buyers so that all relevant information derived from the marketing campaign 410 is consolidated in the customer profiles 402.

[0082] In some examples, the marketing campaign 410 may be customizable to the user.
For example, a real estate agent or broker may use the customer relationship management system 400 to increase or decrease the frequency of communications, or to alter the information contained within the communications generated by the marketing campaign 410.
These aspects may be customized based on the real estate property, such that communications with each potential home buyer for a real estate property are the same, or they may be customized for each particular potential home buyer.

[0083] The customer relationship management system 400 can also comprise an event management system 412 for creating, scheduling and managing events related to a real estate property, for example virtual open houses. Methods for generating the event and related communications may be found in Figures 2 and 3. The event management system 412 can receive event scheduling inputs 414 from a user. These inputs may comprise date and time information for an event.

[0084] In another example, the customer messaging model 424 can generate a date and time for an event based on the information contained in the customer profiles 402. In some cases, the real estate agent or broker may provide a preferred date and time for an event, for example the industry standard for open houses may be weekend mornings. The customer messaging model 424 can also use the machine learning model to learn when the preferred date and time for an event may be based on inputs from a user as well as the information in the customer profiles 402. For example, the customer messaging model 424 may generate a date and time which is not preferable to the real estate agent or the potential home buyer. The customer messaging model 424 will learn from these interactions so that the customer messaging model 424 can more accurately predict the preferred date and time for an event. The customer messaging model 424 may also obtain information about when potential home buyers attended events and ultimately Date Recue/Date Received 2021-11-23 purchased the real estate property they toured at the event. In this case, the customer messaging model 424 may use this information to learn the dates and times that will maximize the likelihood of a potential home buyer actually purchasing the property.

[0085] The customer messaging model 424 can automatically generate an event after receiving the event scheduling inputs 414 and the event can be stored in the event management system 412. Having received the event from the customer messaging model 424, the event management system 412 can also automatically generate an event landing page 416. The event landing page 416 may comprise information about the real estate property, the event or other relevant information. The event landing page 416 can also use various communication methods in order to secure interest in the event, such as an email campaign, digital advertisements or offline distribution of information. Potential home buyers may interact with the event landing page 416 and can also register for the event on the event landing page 416.
Where a potential home buyer registers for the event, the registration will be sent to the event management system 412.

[0086] For certain events, the customer messaging model 424 is configured to generate a videoconference, for example to conduct a virtual open house or virtual home viewing for certain potential home buyers. In this regard, having generated the event, the event management system 412 can be communicably linked to various third party applications 418 for videoconferencing, such as Zoom (TM). The event management system 412 can be configured to send the necessary details of the event, for example the date and time of the event, to the third party applications 418. The event management system 412 can also be configured to receive a videoconference hyperlink from the third party videoconferencing applications which may be communicated to the relevant parties, for example the real estate agents and potential home buyers, through the event landing page 416.

[0087] The customer relationship management system 400 can also have a marketing automation system 420 which may be communicably linked to the event management system 412 and the marketing lists 404. Either of the marketing lists 404 or the event management system 412 can be configured to trigger the marketing automation system 420 to automatically generate communications to be sent to the customer messaging model 424. These Date Recue/Date Received 2021-11-23 communications will ultimately be sent to potential home buyers and may contain follow up messages for before, during or after the event has occurred and may contain various information regarding the real estate property, the event or other information chosen by the user.

[0088] All of the information obtained by the event management system 412, such as the .. information received from the event landing page 416, the event scheduling inputs 414, and any third party applications 418 will be added or updated in the customer profiles 402.

[0089] In some examples, the customer relationship management system 400 and the components thereof are intended to provide a comprehensive system for organizing and managing real estate data. The customer relationship management system 400 will consolidate all information derived throughout the duration of the sale of the house and the components of the customer relationship management system 400 will be in communication with each other component in order to ensure that the data stored in the customer profiles 402 is accurate and up-to-date. Furthermore, the customer relationship management system 400 is configured to seamlessly integrate each of the components such that each component has access to the accurate and up-to-date information.

[0090] The neural network can be trained using labelled data pairings between one or more inputs and one or more outputs. For example, the labelled data pairings can include inputs of one or more attributes of the real estate property and the customer profiles 402 of the potential buyer, and outputs of: 1) the one or more attributes of the real estate property that are pertinent to that potential buyer, 2) whether that potential buyer made an offer or purchased that real estate property.

[0091] In some examples, the customer messaging model 424 includes a facts-to-narrative model that generates a narrative or story from the one or more attributes that are pertinent to the potential buyer. For example, the labelled data pairings can include a public database of property attributes of a real estate property and the associated general agent description (which is typically in narrative form). In another example, the labelled data pairings can include of one or more attributes of the real estate property and the customer profiles 402 of the potential buyer and the output is a customized customer narrative.

Date Recue/Date Received 2021-11-23

[0092] The various embodiments presented above are merely examples and are in no way meant to limit the scope of this disclosure. Variations of the innovations described herein will be apparent to persons of ordinary skill in the art, such variations being within the intended scope of the present disclosure. In particular, features from one or more of the above-described embodiments may be selected to create alternative embodiments comprises of a sub-combination of features which may not be explicitly described above. In addition, features from one or more of the above-described embodiments may be selected and combined to create alternative embodiments comprised of a combination of features which may not be explicitly described above. Features suitable for such combinations and sub-combinations would be readily apparent to persons skilled in the art upon review of the present disclosure as a whole. The subject matter described herein intends to cover all suitable changes in technology.

[0093] Certain adaptations and modifications of the described embodiments can be made.
Therefore, the above discussed embodiments are considered to be illustrative and not restrictive.

Date Recue/Date Received 2021-11-23

Claims (36)

WHAT IS CLAIMED IS:

1. A method for scheduling related to a real estate property, the method comprising:
receiving, by a processor, an input from a user in relation to the real estate property;
receiving, by the processor, a set of data related to the real estate property from a .. customer relationship management database;
generating, using a customer messaging model, a set of attributes of the real estate property related to the input;
generating, by the customer messaging model, an event related to the real estate property and the user;
generating, by the customer messaging model, a calendar invitation for the event;
automatically populating, by the processor, the calendar invitation with the set of attributes; and outputting, by the processor, the calendar invitation.

2. The method of claim 1, further comprising:
generating, by the customer messaging model, a videoconference hyperlink for the event;
and automatically populating, by the processor, the calendar invitation with the videoconference hyperlink.

3. The method of claim 1, wherein the input is a date and time for the event related to the real estate property.

4. The method of claim 1, wherein the customer messaging model comprises a machine learning model.

5. The method of claim 1, further comprising:
generating, by the customer messaging model, a date and time for the event related to the real estate property.

6. The method of claim 1, wherein the calendar invitation includes the set of attributes formatted into a narrative.
Date Recue/Date Received 2021-11-23

7. The method of claim 1, wherein the processor is configured to automatically distribute the calendar invitation to a first electronic address of a real estate agent and a second electronic address of the user.

8. The method of claim 7, wherein the processor is further configured to automatically distribute the calendar invitation to a third electronic address of a property owner of the real estate property.

9. The method of claim 1, further comprising:
generating, by the customer messaging model, location data; and automatically populating, by the processor, a location field of the calendar invitation with the location data.

10. The method of claim 9, wherein the location data comprises an address of the real estate property.

11. The method of claim 10, further comprising:
generating, by the customer messaging model, a videoconference hyperlink for the event;
automatically populating, by the processor, the calendar invitation with the videoconference hyperlink.
generating, by the customer messaging model, location data; and automatically populating, by the processor, a location field of the calendar invitation with the location data.
wherein the location data comprises an address of the real estate property and the videoconference hyperlink.

12. The method of claim 9, further comprising:
generating, by the customer messaging model, a mapping application link associated with the address of the real estate property; and automatically populating, by the processor, the location field of the calendar invitation with the mapping application link.

13. The method of claim 1, further comprising:
generating, using the customer messaging model, a follow-up event;

Date Recue/Date Received 2021-11-23 generating, using the customer messaging model, a second set of attributes of the real estate property related to the follow-up event;
generating, by the customer messaging model , a second calendar invitation for the follow-up event;
automatically populating the second calendar invitation with the second set of attributes;
and outputting, by the processor, the second calendar invitation.

14. The method of claim 13, further comprising:
generating, by the customer messaging model, a date and time for the follow-up event.

15. The method of claim 1, further comprising receiving, by the processor, a customer profile of the user from the customer relationship management database, wherein the generating the event uses the customer profile of the user.

16. A method comprising:
receiving, by a processor, an input from an electronic device at a first location in relation to a real estate property at a second location;
receiving, by the processor, a set of data related to the real estate property from a customer relationship management database;
generating, using a customer messaging model, at least one first attribute of the real estate property and the second location related to the input;
outputting, the at least one first attribute to the electronic device.

17. The method of claim 16, further comprising:
generating, by the customer messaging model, a set of questions related to the real estate property;
outputting, the set of questions to the electronic device;
receiving, by the processor, a response to the set of questions from the electronic device;
generating, by the customer messaging model, at least one second attribute related to the response; and outputting, the at least one second attribute to the electronic device.

Date Recue/Date Received 2021-11-23

18. The method of claim 16-17, further comprising:
generating, using the customer messaging model, an event question related to the real estate property;
outputting the event question to the electronic device;
receiving, by the processor, a response to the event question;
generating, by the customer messaging model, an event related to the event question and the response to the event question;
generating, by the customer messaging model, a calendar invitation for the event; and outputting, by the processor, the calendar invitation.

19. The method of claim 18, further comprising:
generating, using a customer messaging model, a set of attributes of the real estate property related to the input; and automatically populating the calendar invitation with the set of attributes.

20. The method of claim 19, further comprising:
generating, by the customer messaging model, location data for the second location; and automatically populating, by the processor, a location field of the calendar invitation with the location data.

21. The method of claim 20, wherein the location data comprises an address of the second location.

22. The method of claim 18, further comprising:
generating, by the customer messaging model, a videoconference hyperlink for the event;
and automatically populating the calendar invitation with the videoconference hyperlink.

23. The method of claim 22, further comprising:
generating, by the customer messaging model, location data for the second location; and automatically populating a location field of the calendar invitation with the location data.
wherein the location data comprises an address of the second location and the videoconference hyperlink.

Date Recue/Date Received 2021-11-23

24. The method of claim 20, 21, or 23, further comprising:
generating, by the customer messaging model, a mapping application link associated with the address of the second location; and automatically populating the location field of the calendar invitation with the mapping application link.

25. The method of claim 18-24, wherein the processor is configured to automatically distribute the calendar invitation to a first electronic address of a real estate agent and a second electronic address of the user.

26. The method of claim 25, wherein the processor is further configured to automatically distribute the calendar invitation to a third electronic address information of a property owner of the real estate property.

27. The method of claim 16-26, wherein the electronic device is a voice assistant device or voice assistant home appliance, wherein the input is a voice input and the outputting is an audio output.

28. A non-transitory memory containing instructions and statements which, when executed by a processor, cause the processor to perform the method in any one of claims 1 to 27.

29. A system, comprising:
a customer relationship management database comprising a set of data related to a real estate property;
a sever for receiving the set of data from the customer relationship management database, the server configured to:
receive an input from a user;
receive, using a customer messaging model, a set of attributes of the real estate property related to the input;
generate, by the customer messaging model, an event related to the real estate property;
generate, by the customer messaging model, a calendar invitation for the event;
automatically populate the calendar invitation with the set of attributes; and Date Recue/Date Received 2021-11-23 output, by the customer messaging model, the calendar invitation.

30. The system of claim 29, wherein the customer messaging model comprises a machine learning model.

31. The system of claim 29, wherein the calendar invitation includes the set of attributes formatted into a narrative.

32. The system of claim 29, wherein the server is further configured to automatically distribute the calendar invitation to a first electronic address of a real estate agent and a second electronic address of the user.

33. The system of claim 29, wherein the server is further configured to:
generate, by the customer messaging model, a videoconference address location for the event; and automatically populate the calendar invitation with the videoconference address location.

34. A system, comprising:
a customer relationship management database comprising a set of data related to a real estate property;
an electronic device for receiving inputs from a user and producing outputs;
a sever for receiving the set of data from the customer relationship management database, the server configured to:
receive an input from the electronic device;
generate, using a customer messaging model, at least one first attribute of the real estate property related to the input; and output, by the customer messaging model, the at least one first attribute to the electronic device;
wherein the electronic device is at a first location and the real estate property is at a second location.

35. The system of claim 34, wherein the server is further configured to:
generate, by customer messaging model, a set of questions related to the real estate property; and Date Recue/Date Received 2021-11-23 output, by customer messaging model, the set of questions to the electronic device;
receive a response to the set of questions from the electronic device;
identify, using the customer messaging model, at least one second attribute related to the response; and output, by customer messaging model, the at least one second attribute to the electronic device.

36. The system of claims 29-35, wherein the electronic device is a voice assistant device or voice assistant home appliance, wherein the input is a voice input and the output is an audio output.

Date Recue/Date Received 2021-11-23