公开(公告)号：US11348194B2

公开(公告)日：2022-05-31

申请号：US16275087

申请日：2019-02-13

申请人： The Toronto-Dominion Bank

发明人： 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分类号： G06Q30/06 ,  G06Q50/16

摘要： 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.