WO2006020801A3 - Technique for automatically determining and populating mortgage lending documents - Google Patents

Technique for automatically determining and populating mortgage lending documents Download PDF

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Publication number
WO2006020801A3
WO2006020801A3 PCT/US2005/028624 US2005028624W WO2006020801A3 WO 2006020801 A3 WO2006020801 A3 WO 2006020801A3 US 2005028624 W US2005028624 W US 2005028624W WO 2006020801 A3 WO2006020801 A3 WO 2006020801A3
Authority
WO
Grant status
Application
Patent type
Prior art keywords
automatically determining
populating
forms
technique
documents
Prior art date
Application number
PCT/US2005/028624
Other languages
French (fr)
Other versions
WO2006020801A2 (en )
Inventor
Ty Jenkins
Mark Matthews
Calvin N Slater
Original Assignee
Docutech Corp
Ty Jenkins
Mark Matthews
Calvin N Slater
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02Banking, e.g. interest calculation, credit approval, mortgages, home banking or on-line banking
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation, e.g. computer aided management of electronic mail or groupware; Time management, e.g. calendars, reminders, meetings or time accounting
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/10Services
    • G06Q50/16Real estate
    • GPHYSICS
    • G06COMPUTING; CALCULATING; COUNTING
    • G06QDATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q50/00Systems or methods specially adapted for specific business sectors, e.g. utilities or tourism
    • G06Q50/10Services
    • G06Q50/18Legal services; Handling legal documents

Abstract

Described are techniques used for automatic determination and population of forms or documents for mortgage applications. Input data is obtained which is needed for any loan application and for automatically determining particular forms for a requested loan application. Once the particular forms are determined, input data is automatically determined which is needed to populate the particular forms. The user is prompted for any missing data that may be required or optionally selected in accordance with a customization process. A rules engine is used in automatically determining forms and data used therein.
PCT/US2005/028624 2004-08-11 2005-08-10 Technique for automatically determining and populating mortgage lending documents WO2006020801A3 (en)

Priority Applications (2)

Application Number Priority Date Filing Date Title
US91620704 true 2004-08-11 2004-08-11
US10/916,207 2004-08-11

Publications (2)

Publication Number Publication Date
WO2006020801A2 true WO2006020801A2 (en) 2006-02-23
WO2006020801A3 true true WO2006020801A3 (en) 2006-12-14

Family

ID=35908154

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2005/028624 WO2006020801A3 (en) 2004-08-11 2005-08-10 Technique for automatically determining and populating mortgage lending documents

Country Status (1)

Country Link
WO (1) WO2006020801A3 (en)

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20030233316A1 (en) * 2002-06-14 2003-12-18 Limin Hu Online system for fulfiling loan applications from loan originators
US20040083164A1 (en) * 2002-07-08 2004-04-29 Schwartz Dennis P. System and method for generating residential loan documents from multiple and diverse databases

Patent Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20030233316A1 (en) * 2002-06-14 2003-12-18 Limin Hu Online system for fulfiling loan applications from loan originators
US20040083164A1 (en) * 2002-07-08 2004-04-29 Schwartz Dennis P. System and method for generating residential loan documents from multiple and diverse databases

Also Published As

Publication number Publication date Type
WO2006020801A2 (en) 2006-02-23 application

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