US 11,783,437 B2
Lead management system and methods thereof including digital real-estate referrals
Anthony Li Hsieh, Foothill Ranch, CA (US); Tsutomu Yebisu, Newport Beach, CA (US); John Hoon Lee, Frisco, TX (US); Saeed Ghasemzadeh, Mission Viejo, CA (US); and Christian Min Kim, Irvine, CA (US)
Assigned to loanDepot.com, LLC, Foothill Ranch (CA)
Filed by loanDepot.com, LLC, Foothill Ranch, CA (US)
Filed on Jun. 18, 2019, as Appl. No. 16/444,594.
Claims priority of provisional application 62/853,634, filed on May 28, 2019.
Claims priority of provisional application 62/687,005, filed on Jun. 19, 2018.
Prior Publication US 2019/0385252 A1, Dec. 19, 2019
Int. Cl. G06Q 50/16 (2012.01); G06Q 10/06 (2012.01); G06Q 10/0631 (2023.01)
CPC G06Q 50/16 (2013.01) [G06Q 10/063112 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method of lead routing with a lead-management system for receiving and managing sales leads, comprising:
instantiating, by one or more server hosts, an application stack of the lead-management system in an integrated lending-and-brokering environment communicatively coupled with one or more databases including a records database, wherein the instantiated application stack is configured to manage a lead intake engine, a communication system, and a mortgage-originating system;
sending borrower information for a potential borrower from a database server of a lending platform to a database server of a brokering platform to supply the brokering platform and brokering personnel associated with the brokering platform buyer information for a potential buyer of real estate,
wherein the potential borrower and the potential buyer are the same entity, and the borrower information of the potential borrower/buyer is obtained from enriched sales leads processed by the lead intake engine, and
enriching original data of a portion of incoming sales leads with complementary data using the lead intake engine;
wherein the lead intake engine comprises an API that provides the original data of the incoming sales leads to a lead queue and a lead cache;
capturing real estate-buying criteria of the potential buyer including at least a geographical area in which the potential buyer is seeking real estate;
matching the potential buyer with up to five licensed real-estate professionals associated with the brokering platform using at least in part some of the real estate-buying criteria;
configuring a data mask to mask information in the records database; and
notifying each real-estate professional of the up-to-five licensed real-estate professionals of the potential buyer by way of at least a Short Message Service (“SMS”)-text message sent by a web server of the brokering platform through an SMS gateway.