JP3243035U - Customer property management system - Google Patents

Abstract

A customer property management system is provided that enables a customer who purchases property such as real estate to receive advice on appropriate operation and tax saving as a whole. A customer property management system has an input unit, a memory, and a processing unit, and the input unit includes customer data, contract data with the customer, prescribed document data received from the customer, Accumulated income and expenditure data relating to the operational performance of the customer's property and interview data relating to interviews with the customer are input, and the processing unit associates the data input from the input unit and stores the data in the memory. Based on prescribed documents such as time simulation, rent remittance details, management expenses repair reserve fund details, repayment record table, tax payment certificate, final tax return copy, etc. Select an appropriate tax accountant based on the tax return information, and propose appropriate operation and tax saving based on past accumulated income and expenditure and tax information. [Selection drawing] Fig. 3

Description

The present invention relates to a customer property management system for managing the management of customer property such as real estate.

In real estate investment, an investor manages real estate purchased through a real estate broker and obtains investment profits.
In such a case, real estate brokers may sell real estate purchases by promoting property management and tax saving services as incidental services of real estate purchases.

However, there is a problem that real estate brokers often sell real estate and do not follow up after the sale.
In addition, since tax saving proposals are made only for real estate income, optimal tax saving proposals including other income have not been made.
Furthermore, there are cases where a real estate broker proposes a property that the real estate agent wants to sell as property management, and the purchase of the property is not appropriate for the purchaser.

The present invention has been made in view of such circumstances, and its purpose is to provide a customer property management system that enables customers who purchase property such as real estate to receive advice on appropriate operation and tax saving as a whole. That's what it is.

The present invention has an input unit, a memory, and a processing unit, and the input unit includes customer data of a customer, contract data with the customer, prescribed document data received from the customer, and the Accumulated income/expenditure data related to a customer's asset management performance and interview data related to an interview with the customer are input, and the processing unit receives the customer data, the contract data, and the contract data input from the input unit. A customer asset management system for storing document data, cumulative income and expenditure data, and interview data in association with each other in the memory.

Preferably, the input unit further inputs hearing data obtained by interviewing the customer regarding the tax return and tax accountant data regarding a tax accountant selected based on the hearing data, and the processing unit receives input from the input unit. The hearing data and the tax accountant data are associated with each other and stored in the memory.

According to the present invention, it is possible to provide a customer property management system that enables a customer who purchases property such as real estate to receive advice on appropriate operation and tax saving as a whole.

FIG. 1 is a conceptual diagram of a customer property management system according to an embodiment of the present invention. FIG. 2 is a flow chart diagram for explaining a real estate operation management flow using the customer property management system according to the embodiment of the present invention. FIG. 3 is a functional block diagram of the customer asset management device 6 shown in FIG. FIG. 4 is a diagram for explaining an example of a cumulative balance calculation table.

A customer property management system according to an embodiment of the present invention will be described below.
The customer property management system has the following functions and effects.
- Although the conventional real estate sales company presents the simulation of the future forecast, this invention presents the "performance results."
・Visualize the past investment performance in units of one yen and present the “direction based on the performance”.
・ Tax accountants can also support final tax returns, so there is no need to worry about troublesome work and mistakes.
・Since there are multiple tax accountants that can be introduced, we can introduce the "best tax accountant" that matches the customer's situation (annual income, number of possessions, etc.).
・Disassemble all past tax returns and clarify the “tax benefits of real estate investment”.
・Accurately calculate transfer tax at the time of sale to prevent "unexpected expenses" in advance.
・Because it is possible to introduce multiple affiliated intermediary companies, it is possible to maximize profits.
・Information that cannot be centrally managed by the sales company alone can be managed collectively by our company.
・Even if the sales representative at the time of purchase retires, all data is stored at our company, so “one-stop support until the sale” is possible.

FIG. 1 is a conceptual diagram of a customer property management system according to an embodiment of the present invention.
FIG. 2 is a flow chart diagram for explaining a real estate operation management flow using the customer property management system according to the embodiment of the present invention.
FIG. 3 is a functional block diagram of the customer asset management device 6 shown in FIG.
FIG. 4 is a diagram for explaining an example of a cumulative balance calculation table.

As shown in FIG. 3, the unmanned customer-attracting terminal device 4 has, for example, a display 51, a camera 52, a microphone 53, an operation unit 54, a communication unit (interface) 56, a memory 57, and a processing unit (CPU) 61. are housed in the same housing. The housing is a hollow cuboid or cube.

The display 51 performs screen display based on the signal from the processing section 61 .
The camera 52 images an object to be imaged.
A microphone 53 acquires the voice of the operator.

The communication unit 56 communicates with the customer terminal device 4 via the network 9 shown in FIG.
The memory 57 stores programs executed by the processing unit 61 .
The processing unit 61 executes the program PRG1 stored in the memory 59 to perform processing of the unmanned customer attraction management device 6 defined in this embodiment.

An operation example of the customer property management system using the unmanned customer attraction management device 6 will be described below.
Step ST1:
The customer completes the contract.
Prepare contracts, customer management sheets, and bank transfer request forms.
The administrator operates the operation unit 54 shown in FIG. 3 to input the data of the contract, customer management sheet, and account transfer request form.
The processing unit 61 stores the input data in the memory 57 in association with the customer data.

Step ST2
The administrator and the customer prepare prescribed documents (required documents).
Required documents are, for example, sales contract/purchase simulation, rent remittance details/administrative expenses repair reserve fund details, repayment record table/tax payment certificate/final tax return copy.
The administrator operates the operation unit 54 shown in FIG. 3 to input the data of the required documents.
The processing unit 61 stores the input data of the necessary documents in the memory 57 in association with the customer data.

Step ST3:
The manager makes a cumulative income and expenditure calculation for the customer's real estate. It will take about a month after the documents are ready.
FIG. 4 is an example of a table showing the results of cumulative balance calculation.
The administrator operates the operation unit 54 shown in FIG. 3 to input the data of the required documents.
The processing unit 61 stores the input data of the necessary documents in the memory 57 in association with the customer data.
The manager plans future real estate management based on the results of the cumulative income and expenditure calculation of the real estate.
The customer property management device 6 may transmit the cumulative income and expenditure statement shown in FIG.
The cumulative balance calculation result sheet shown in FIG. 4 may be a paper medium or the like.

Step ST4:
The manager conducts a regular interview (first time) with the customer.
The administrator operates the operation unit 54 shown in FIG. 3 to input the data of the periodic interview (first time).
The processing unit 61 stores the input data of the regular interview (first time) in the memory 57 in association with the customer data.

Step ST5:
The manager conducts a final tax return interview with the customer and confirms the customer's annual income, miscellaneous expenses, and whether or not there are various deductions.
The manager operates the operation unit 54 shown in FIG. 3 to input data such as the customer's annual income, amount of miscellaneous expenses, and presence/absence of various deductions.
The processing unit 61 stores in the memory 57 the input data such as the customer's annual income, the amount of miscellaneous expenses, the presence or absence of various deductions, etc. in association with the customer data.

Step ST6:
The administrator selects and selects a tax accountant based on the result of step ST5. At this time, the tax saving effect and preparation cost are compared and selected.
The administrator operates the operation unit 54 shown in FIG. 3 to input the data of the selected tax accountant.
The processing unit 61 stores the input tax accountant data in the memory 57 in association with the customer data.

Step ST7:
The manager announces the final tax return to the customer at a predetermined time.

Step ST8:
Customer mails tax-related materials to Administrator.

Step ST9:
The manager conducts a regular interview (second time) with the customer.
The administrator operates the operation unit 54 shown in FIG. 3 to input the data of the regular interview (second time).
The processing unit 61 stores the input data of the regular interview (second time) in the memory 57 in association with the customer data.

The manager can predict the future and perform a life simulation based on the result of the cumulative balance calculation as described above.
Real estate income, taxes, etc. can be collectively managed, and sufficient information necessary for life simulation can be obtained.
We can make proposals based not only on future predictions, but also on past performance, and can decide the direction together.
Based on past performance and transfer tax calculations, we can propose not only how much the property will sell for, but how much it will have to sell to break even.
Also, the relationship between profit and loan balance can be known.

Effective tax saving proposals can be made based on the results of accumulated income and expenditure calculations and the results of past tax returns.
By updating the cumulative income and expenditure, for example, once a year, it is possible to grasp it in chronological order.
In addition, according to the present invention, based on the customer's final tax return, the amount of tax to be paid can be calculated with and without real estate investment, and effective tax saving proposals can be made based on this calculation.

The invention is not limited to the embodiments described above.
That is, those skilled in the art may make various changes, combinations, subcombinations, and substitutions regarding the constituent elements of the above-described embodiments within the technical scope of the present invention or equivalents thereof.
In the above-described embodiment, real estate is exemplified as the customer's property, but property management may be performed for properties other than real estate.

The present invention relates to a customer property management system.

1... Customer Property Management System 4... Customer Terminal Device 6... Customer Property Management Device 9... Network

Claims (2)

an input unit;
memory;
The processing unit and are housed in one housing,
The input unit
Customer Customer Data; and
contract data with the customer;
predetermined document data received from the customer;
Cumulative income and expenditure data related to the performance of the customer's property;
Enter the interview data related to the interview with the customer, and
The processing unit is
A customer asset management system that associates and stores in the memory the customer data, the contract data, the document data, the cumulative balance data, and the interview data that are input from the input unit. The input unit includes hearing data obtained by interviewing the customer regarding the final tax return;
Furthermore, enter the tax accountant data related to the tax accountant selected based on the interview data,
The processing unit is
2. The customer property management system according to claim 1, wherein said hearing data and said tax accountant data input from said input unit are associated with each other and stored in said memory.