公开(公告)号：US20200258171A1

公开(公告)日：2020-08-13

申请号：US16275178

申请日：2019-02-13

Applicant: The Toronto-Dominion Bank

Inventor： Patrick GIBBON ,  James Zachary PRYOR ,  Jonathan K. BARNETT ,  Roy D'SOUZA ,  William Stewart James LAW ,  Christopher Arthur Holland McALPINE ,  Ethan Christopher McALPINE ,  Maria VERNA ,  Patrick Robert GORALSKI ,  Cathleen Ruth CARREL ,  Rohan ANAND ,  Christy Ann DYBA ,  Dheeraj JAGTIANI ,  Ali HAFEZI ,  Ashkan ALAVI-HARATI

IPC: G06Q50/16 ,  G06F16/9535

Abstract: A system and method are provided for interfacing home buyers and realtors. The method includes, receiving a first signal including financial data and a second signal including personal profile data for each acquiring entity associated with the electronic platform, storing a database of realtor profile data for each of a plurality of the realtors, providing a realtor search tool to receive search criteria, receiving search criteria and using the received search criteria and the realtor profile data to generate a search result list comprising at least one recommended realtor, sending the search result list to the acquiring entity, receiving a request for a selected realtor, providing controlled access to the financial data and the personal profile data to the selected realtor, and enabling at least one step in an acquisition process to be electronically executed or electronically initiated with a financial institution computing system.

公开(公告)号：US20200257746A1

公开(公告)日：2020-08-13

申请号：US16370612

申请日：2019-03-29

Applicant: The Toronto-Dominion Bank

Inventor： Patrick GIBBON ,  James Zachary PRYOR ,  Jonathan K. BARNETT ,  Roy D'SOUZA ,  William Stewart James LAW ,  Christopher Arthur Holland McALPINE ,  Ethan Christopher McALPINE ,  Maria VERNA ,  Patrick Robert GORALSKI ,  Cathleen Ruth CARREL ,  Rohan ANAND ,  Christy Ann DYBA ,  Dheeraj JAGTIANI ,  Ali HAFEZI ,  Ashkan ALAVI-HARATI

IPC: G06F16/9535 ,  G06Q50/16 ,  G06Q30/06

Abstract: A system and method are provided for controlling visibility of elements of displayed electronic content. The method includes providing via a communications module a user interface viewable by a plurality of entity devices, and enabling via the communications module the user interface to display electronic content comprising at least one element. The method also includes determining at least one filtering criterion for controlling visibility of the at least one element of the electronic content being displayed, and concealing or modifying at least one element of the electronic content as displayed in the user interface for at least one of the plurality of entity devices, according to the at least one filtering criterion.

公开(公告)号：US20220292151A1

公开(公告)日：2022-09-15

申请号：US17829640

申请日：2022-06-01

Applicant: The Toronto-Dominion Bank

Inventor： Patrick GIBBON ,  James Zachary PRYOR ,  Jonathan K. BARNETT ,  Roy D'SOUZA ,  William Stewart James LAW ,  Christopher Arthur Holland McALPINE ,  Ethan Christopher McALPINE ,  Maria VERNA ,  Patrick Robert GORALSKI ,  Cathleen Ruth CARREL ,  Rohan ANAND ,  Christy Ann DYBA ,  Dheeraj JAGTIANI ,  Ali HAFEZI ,  Ashkan ALAVI-HARATI

IPC: G06F16/9535 ,  G06Q30/06 ,  G06Q50/16

Abstract: A system and method are provided for controlling visibility of elements of displayed electronic content. The method includes providing via a communications module a user interface viewable by a plurality of entity devices, and enabling via the communications module the user interface to display electronic content comprising at least one element. The method also includes determining at least one filtering criterion for controlling visibility of the at least one element of the electronic content being displayed, and concealing or modifying at least one element of the electronic content as displayed in the user interface for at least one of the plurality of entity devices, according to the at least one filtering criterion.

公开(公告)号：US20220351312A1

公开(公告)日：2022-11-03

申请号：US17813497

申请日：2022-07-19

Applicant: The Toronto-Dominion Bank

Inventor： Patrick GIBBON ,  James Zachary PRYOR ,  Jonathan K. BARNETT ,  Roy D'SOUZA ,  William Stewart James LAW ,  Christopher Arthur Holland McALPINE ,  Ethan Christopher McALPINE ,  Maria VERNA ,  Patrick Robert GORALSKI ,  Cathleen Ruth CARREL ,  Rohan ANAND ,  Christy Ann DYBA ,  Dheeraj JAGTIANI ,  Ali HAFEZI ,  Ashkan ALAVI-HARATI

IPC: G06Q50/16 ,  H04L51/04 ,  G06F16/27

Abstract: A system and method are provided for searching and monitoring assets available for acquisition. The method includes receiving a first signal including data associated with an acquiring entity, receiving a second signal including search data generated by the acquiring entity when interacting with at least one electronic listing service comprising searchable data associated with a plurality of assets available for acquisition, storing user profile data for the acquiring entity, the user profile data comprising at least a portion of the data associated with the acquiring entity, and at least a portion of the search data. The method also includes using the user profile data to search or monitor assets listed in the at least one electronic listing service to generate a result list of matched assets and sending a third signal including an electronic notification related to the result list, to a device associated with the acquiring entity.

公开(公告)号：US20200258172A1

公开(公告)日：2020-08-13

申请号：US16275227

申请日：2019-02-13

Applicant: The Toronto-Dominion Bank

Inventor： Patrick GIBBON ,  James Zachary PRYOR ,  Jonathan K. BARNETT ,  Roy D'SOUZA ,  William Stewart James LAW ,  Christopher Arthur Holland McALPINE ,  Ethan Christopher McALPINE ,  Maria VERNA ,  Patrick Robert GORALSKI ,  Cathleen Ruth CARREL ,  Rohan ANAND ,  Christy Ann DYBA ,  Dheeraj JAGTIANI ,  Ali HAFEZI ,  Ashkan ALAVI-HARATI

IPC: G06Q50/16 ,  G06F16/27 ,  H04L12/58

Abstract: A system and method are provided for searching and monitoring assets available for acquisition. The method includes receiving a first signal including data associated with an acquiring entity, receiving a second signal including search data generated by the acquiring entity when interacting with at least one electronic listing service comprising searchable data associated with a plurality of assets available for acquisition, storing user profile data for the acquiring entity, the user profile data comprising at least a portion of the data associated with the acquiring entity, and at least a portion of the search data. The method also includes using the user profile data to search or monitor assets listed in the at least one electronic listing service to generate a result list of matched assets and sending a third signal including an electronic notification related to the result list, to a device associated with the acquiring entity.

公开(公告)号：US20220253960A1

公开(公告)日：2022-08-11

申请号：US17733067

申请日：2022-04-29

Applicant: The Toronto-Dominion Bank

Inventor： Patrick GIBBON ,  James Zachary PRYOR ,  Jonathan K. BARNETT ,  Roy D'SOUZA ,  William Stewart James LAW ,  Christopher Arthur Holland McALPINE ,  Ethan Christopher McALPINE ,  Maria VERNA ,  Patrick Robert GORALSKI ,  Cathleen Ruth CARREL ,  Rohan ANAND ,  Christy Ann DYBA ,  Dheeraj JAGTIANI ,  Ali HAFEZI ,  Ashkan ALAVI-HARATI

IPC: G06Q50/16 ,  G06Q30/06

Abstract: A method and system are provided for interfacing entities engaged in property exchange activities. The method includes establishing connectivity with at least one external platform via an application programming interface; receiving, via a communications module, using the application programming interface, data indicative of actions or activities by an acquiring entity automatically detected from interactions with the external platform by the acquiring entity, the external platform being accessible to the server device via the application programming interface; automatically determining from the data, an intent to engage in a property exchange activity by the acquiring entity, by: monitoring the data to classify search behavior in a plurality of sessions; and detecting that the acquiring entity has changed their search behavior between sessions indicating the intent to engage in the property exchange activity and to trigger further action related to the property exchange activity, wherein the changed search behavior comprises specifying a price range, specifying a geographic location, or both; and in response to determining the intent, triggering the further action.

公开(公告)号：US20200258175A1

公开(公告)日：2020-08-13

申请号：US16275087

申请日：2019-02-13

Applicant: The Toronto-Dominion Bank

Inventor： Patrick GIBBON ,  James Zachary PRYOR ,  Jonathan K. BARNETT ,  Roy D'SOUZA ,  William Stewart James LAW ,  Christopher Arthur Holland McALPINE ,  Ethan Christopher McALPINE ,  Maria VERNA ,  Patrick Robert GORALSKI ,  Cathleen Ruth CARREL ,  Rohan ANAND ,  Christy Ann DYBA ,  Dheeraj JAGTIANI ,  Ali HAFEZI ,  Ashkan ALAVI-HARATI

IPC: G06Q50/16 ,  G06Q30/06

Abstract: A method and system are provided for interfacing entities engaged in property exchange activities. The method includes receiving a first signal including a request to engage in a property exchange activity by an acquiring entity, accessing first profile data for the acquiring entity, accessing second profile data for each of a plurality of advisor entities related to the property exchange activity, using the first profile data and the second profile data to generate at least one proposed match between a corresponding one or more of the plurality of advisor entities and the acquiring entity, sending a second signal including a recommendation, enabling the acquiring entity to respond to the recommendation and engage with advisor entities, providing a first advisor connection between the acquiring entity and the first advisor entity, and enabling at least one interaction in at least one advisor activity between the acquiring entity and the first advisor entity.